Organization and Account Roles

Roles Management

There are different levels of Roles within the Organization Manager. The Organization Roles are sets of permissions set by the Organization Owner when creating or editing users. Account Roles are sets of permissions that define the actions a user may perform within an account. Account Roles are set when assigning users to accounts.

Organization Roles

There are three Organization Roles: Owner, Member (Supply Manager), and Member.

Org Role	Permissions
Owner	Full administrative rights to the Organization and all Accounts
Member (Supply Manager)	Access to all Accounts, focused mainly on organization-level Inventory (Deals and Exchanges) management
Member	Only able to view the Accounts that the Owner adds them to. Account access can be managed by assigning to an Account Role

Account Roles

Overview of account roles including Admin, Manager, and Viewer options in Quantcast.

In addition to the permissions given in the Organization Roles, you can select specific roles for the Accounts within your organization. These are the Account Roles and their permissions.

Account Role	Permissions
Account Admin	All permissions are enabled.
Account Viewer	Viewing permissions are enabled for all the Applications within the Account. This role has no permissions for applications, users, or Account Roles.
Account Manager	All application permissions are enabled. This role has no permissions for Users or Account Roles

The Account Admin and Account Viewer roles are system-generated Account Roles and will exist by default in each account. Organization owners can also create custom roles.

Add an Account Role

Click the Account Roles tab on the left-hand menu to create a custom Account Role.
Click on the New Account Role button on the right-hand side of the screen.

Search bar for roles with a highlighted button for creating a new account role.

Enter the Account Role name and toggle permissions as desired. The options available when setting up new account roles will differ depending on whether the organization is marketer-only, publisher-only, or mixed. For example, if you want to give a member access to Manage User Access, you can Enable All in the Planning & Audience section.

Creating a custom account role with various permissions for ads management and audience planning.

Press Save to create the Account Role.

Edit Role

System-generated Account Roles, i.e., Account Admin and Account Viewer, cannot be edited.

Click the pencil icon on the right.

List of account roles with an option to show details for each role.

Make your changes, then click Save to finalize them.