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Account Management Guide

  • Updated

This article aims to provide you with answers to common questions about managing your account on Ad Manager. Whether you're new to our platform or seeking clarification on account-related features, such as the differences between owner, admin, and employee access, this guide will help you navigate the account management process. 

 

What’s the difference between Organization and Ad Accounts?

The Organization associated with your Ad Manager account is usually your company name. For example, if your company name is NewsBreak, that would be the name of your Organization. On the other hand, Ad accounts are specific to your advertising campaigns. So, if you are running ad campaigns for different products or services, you can create separate Ad accounts to manage each campaign effectively. 

 

✍️Note that you can manage multiple Ad accounts all under one organization.

 

Similarly, you can have multiple Organizations. If you are managing advertising for multiple companies or clients, you can create separate Organizations for each entity. Each Organization can then have its own set of Ad accounts and campaigns.

 

How can I grant access to new users for my organization?

  1. Access Account Management.
  2. Click ‘Access’ under your preferred Organization.
  3. Select ‘Add User’ on the right hand side of your screen.
  4. Fill in the email address of the new user and their organization role (Admin or Employee) and submit → Take a look at the chart below to see how admin access differs from employee access.
  5. Once submitted, the new user will be prompted to make an account via their email.
  6. After email verification, the new user will see your Organization listed under their own Account Management tab.

 

💡Bonus Tip

To enhance campaign performance, we recommend creating separate Ad accounts for different verticals.

 

How can I grant access to new users for my Ad account?

  1. Access Account Management.
  2. Switch over to the 'Ad Accounts' tab.
  3. Click ‘Access’ under your preferred Ad account.
  4. Select ‘Add User’ on the right hand side of your screen.
  5. Fill in the email address of the new user and their Ad account role (Admin, Operator, or Viewer) and submit → Take a look at the chart below to see how admin, operator, and viewer access differs.
  6. Once submitted, the new user will be prompted to follow a link via their email.
  7. After email verification, the new user will see your Ad account listed under their own Account Management tab.

 

Organization Access

Organization Role

 Organization Access Ad Account Access
As organization admin only
  • Has access to the organization
  • Can manage users of the organization

  • Can edit details and see history of the organization 

  • An Organization admin automatically becomes Account admin of all accounts under the organization to the user. (see the table below for more details)

  • Organization admin can add users to accounts under the organization
As organization employee only
  • Has access to the organization
  • Can't view or manage users of the organization
  • Can't see any ad accounts under the organization
  • Can't create new ad accounts under the organization

 

Ad Account Access

Ad Account Role Organization Access Ad Account Access
As ad account owner/admin
  • Has access to the organization

  • Automatically has Organization employee access
  • Can't manage users of the ad account, users of an account can only be managed by organization admin.

  • Ad management: full access

  • Event: full access
  • Billing: full access
As ad account operator
  • Has access to the organization
  • Automatically has Organization employee access
  • Has access to the ad account
  • Can manage ads under the ad account
  • Can create and share tracking events
  • Can't see or manage users of the ad account

  • Can’t edit payment method, add ad credits/use promo codes, or view Transaction History
As ad account viewer
  • Has access to the organization
  • Automatically has Organization employee access
  • Can view the ad account
  • Can view ads and details of ads under the ad account
  • Can't see users under this ad account
  • Can't create and share tracking events
  • Can’t edit payment method, add ad credits/use promo codes, or view Transaction History

 

How can I check who has access?

  1. Access Account Management.
  2. Click ‘Access’ under your preferred Organization or Ad account.
  3. All authorized users will be listed under ‘Organization user list' or 'Ad account user list.'

 

How do I remove a user’s access?

  1. Access Account Management.
  2. Click ‘Access’ under your preferred Organization or Ad account.
  3. Select the trash can emoticon next to the user’s email that you would like to remove.

 

Is there a limit on how many users we can grant access to?

No, there is not a limit on the number of users you can grant access to. 

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