Ad Account Roles

Ad account roles manage access to and the level of permissions for ad accounts on Facebook, Instagram, LinkedIn, and Twitter.

For more information about user roles and permissions in general, see User Roles and Permissions.

Users and ad account roles

A user has an ad account role defined for each ad account to which they are assigned to. Depending on business requirements and the user’s tasks in the account, the user can have the same ad account role set for all the ad accounts or can have different roles for different ad accounts.

A user does not have an ad account role assigned unless they are assigned to an ad account.

For more information about setting up ad accounts and ad account roles, see Set User Level Permissions for Ad Accounts.

Predefined ad account roles

By default, the Emplifi Suite provides the following predefined ad account roles:

• View Data
  The users with the “View Data” ad account role can view data of the assigned ad accounts in Analytics, Dashboard, and Content.

• Manage
  The users with the “Manage” ad account role can view data of the assigned ad accounts in Analytics, Dashboard, and Content, assign users to and delete users from the ad accounts, and change the users' ad account roles.

Review an ad account role

Find out what scope of permissions an ad account role has.

To be able to review the ad account roles, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Ad Account roles tab.

3. Click the ad account role that you want to review.
   The role permission panel slides out.

   

4. Review the permissions the ad account role has.

5. Once done, click Cancel.

Create a new ad account role from scratch

To be able to create a new ad account role from scratch, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Ad Account roles tab.

3. Click +Add Ad Account Role.
   The role permission panel slides out.

4. Click the pencil icon next to the placeholder role name, rename the role, and press Enter.

   

5. Set up the permissions that the ad account role should have.

6. Once done, click Save.
   The role is created and appears in the list of the ad account roles. The new role is immediately available for assigning to users in the account.

Create a new ad account role by duplicating an existing role

To be able to create a new ad account role by duplicating an existing role, you must be an Account Admin (see Account Roles).

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Ad Account roles tab.

3. Hover over the ad account role that you want to duplicate, and click Duplicate.

   

   A new duplicate role is created and appears in the list of the ad account roles.

4. Click the newly created role.
   The role permission panel slides out.

5. Click the pencil icon next to the placeholder role name, rename the role, and press Enter.

   

6. Select and de-select the permissions to define the scope of permissions that the new ad account role should have.

7. Once done, click Save.
   The role is saved with the defined permissions. The new role is immediately available for assigning to users in the account.

Delete an ad account role

To be able to delete an ad account role, you must be an Account Admin (see Account Roles).

• You cannot delete the predefined ad account roles (“Manage” and “View Data”).

• You cannot delete an ad account role that is currently assigned to at least one user in the account. To be able to delete the role, first change the users' ad account roles so that no user in the account has this ad account role assigned.

Steps:

1. Go to Settings -> Roles & permissions.

2. Click the Ad Account roles tab.

3. Hover over the ad account role that you want to delete, and click Remove.

   

4. Confirm the deletion.
   The ad account role is deleted.

Change a user’s ad account role

To be able to change the ad account role for another user, you must be an Account Admin (see Account Roles) and must be assigned to the same ad account as the user whose role you want to change.

You cannot change a user’s ad account role if this user is an Account Admin (see Account Roles). To be able to change the ad account role for such a user, first change their account role.

Steps:

1. Go to Settings -> Data connections.

2. Select Ad accounts in the dropdown on the top.

   

   All ad accounts that you are assigned to are listed.

3. Find and click the ad account that the user is assigned to.
   The ad account panel slides out listing all users assigned to the ad account.

4. Find the user, and select the new ad account role in the Ad Account Role dropdown.

   

   The change is automatically applied and saved.

Find out what ad account role a user has

To be able to find out what ad account role a user has, you must be an Account User or Account Admin (see Account Roles) and must be assigned to the same ad account as the user whose role you want to find out.

Steps:

1. Go to Settings -> Data connections.

2. Select Ad accounts in the dropdown on the top.

   

   All ad account that you are assigned to are listed.

3. Find and click the ad account that the user is assigned to.
   The ad account panel slides out listing all users assigned to the ad account.

4. Find the user.
   The ad account role is displayed in the Ad Account Role field.