Ad Account Roles

Ad account roles manage access to and the scope of permissions for ad accounts (see Connecting and Managing Ad Accounts).

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. When a user is not assigned to an ad account, they have no access to this ad account at all.

Predefined ad account roles

By default, the Emplifi platform 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 Unified Analytics, Dashboard, and Content.

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

By default, all Account Admins are assigned to all ad accounts in the Emplifi account and have the “Manage” ad account role for each ad account. This cannot be changed.

In addition, the user who initially connected an ad account and any user who connected to the ad account at any time later are also automatically assigned to this ad account with the “Manage” ad account role.

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.

Find out what ad account role a user has

To be able to find out what ad account role a user has for an ad account, you must be an Account Admin (see Account Roles) or be assigned to this ad account.

All Account Admins have the “Manage” ad account role for all ad accounts by default.

The user who initially connected an ad account and any user who connected to the ad account at any time later are automatically assigned to this ad account with the “Manage” ad account role.

Steps:

1. Go to Settings -> Channels -> Ad accounts.

2. Select the ad account for which you want to change the user’s ad account role.
   The ad account opens.

3. Click the Users tab.

4. Find the user.
   The ad account role is displayed in the Ad account role dropdown.

   

Change a user’s ad account role for an ad account

Changing a user’s ad account role for an ad account changes the scope of the user’s permissions for the ad account.

To be able to change the ad account role for the other user, you must be an Account Admin (see Account Roles) or be assigned to this ad account with the “Manage” ad account role.

You cannot change a user’s ad account role if this user is an Account Admin (see Account Roles). All Account Admins have the “Manage” ad account role for all ad accounts by default.

Steps:

1. Go to Settings -> Channels -> Ad accounts.

2. Select the ad account for which you want to change the user’s ad account role.
   The ad account opens.

3. Click the Users tab.

4. Find the user whose ad account role you want to change, and select the new ad account role in the Ad account role dropdown.

   

   To change the ad account roles for multiple users at once, select the users, click Ad account role that appears at the bottom of the page, and select the new ad account role to assign.
   
   The change is automatically applied and saved.