Overview

A MNTN Portfolio is a flexible way to manage your advertiser accounts and assign the necessary roles and permissions to team members to access their associated accounts.

Portfolios are typically used by Agencies and Parent Companies that have several advertisers running on MNTN's platform. Those advertiser accounts can be grouped together in our system as a "Portfolio," which allows Portfolio Admins single login access to all of the Portfolio's advertiser accounts.

Definitions

You can create users with different user roles within your Portfolio. Each role will have different permissions within the platform and in some cases, access to different advertisers.

Portfolio Admin	Portfolio Admins can: Create other Portfolio admins Create accounts for their Portfolios See accounts in their assigned Portfolios Invite users and assign them to their Portfolio and advertisers Update each account's billing information
User	Users can: Access the account they are assigned to Will not have visibility into the accounts they are not assigned to within a Portfolio Cannot update the billing information on the account Access all other features within their assigned account, outside of billing and Portfolio management

Create a New Portfolio

Go to the Portfolios & Advertisers page.
Click + New Portfolio. Enter a name and optional notes. Click Next.
You'll see a pop-up called "New Portfolio," where you can enter your Portfolio Name and add any notes you want to include.
Assign Advertisers.
Select advertiser accounts you already have access to. Click Next.
You'll only have access to add advertisers to your New Portfolio that you already have assigned access to. Advertisers are individual MNTN accounts that have their own set of campaigns.
Assign Users.
All users assigned here will default to Portfolio Admin status. If you’d prefer to grant access to individual advertisers only, manage that separately in the Users & Permissions tab. Click Next.
Review & Confirm.
Use the pencil icons to make edits. When everything looks right, click Add New Portfolio to save.

Manage Portfolio Settings

From the Portfolios & Advertisers page, click Manage next to any portfolio to:.

Edit the portfolio name or notes
Add/remove advertiser accounts
Add/remove users
Deactivate the portfolio

Deactivate a Portfolio

Go to the Portfolios & Advertisers page.
Click Manage button next to your Portfolio field.
In the Edit Portfolio window, click Deactivate.

⚠️ Warning: Once deactivated, the portfolio and all related user assignments will be deleted. This action can't be undone.

Access Advertiser Accounts

If your user is assigned to more than one advertiser, you can switch between them by selecting the Change Advertiser button on the upper right corner of the MNTN platform.

Manage Advertiser Information

To manage an advertiser's permissions, you must first ensure you have the admin permission set.

From the Portfolios & Advertisers window, click on the Advertisers tab to find the advertisers assigned to your Portfolio.
Click on the Manage button to view the Edit Advertiser window.
Click on the pencil icons next to the Advertiser, Portfolio, and/or User sections to edit your settings and assignments.

Create a New Advertiser

To create a new advertiser account:

From the Portfolios & Advertisers window, click on the New Advertiser button.
In the New Advertiser window, fill in the company information. Click Next when complete.
Assign your new advertiser to the correct Portfolio. You can only assign advertisers to Portfolios that you have Admin Access to.
Assign the users that you would like to have access to this new advertiser. You will only see users populate that are already assigned within your Portfolio. Click the Next button when you are done assigning users.

ℹ️ Note: If you are not sure what users need to be assigned, you can always skip this step and add them later. You can manage user assignments within the Users & Permissions tab.
Review your new advertiser details and make any necessary changes here by clicking on the pencil icons. Once you have made all your changes, click the Add New Advertiser button to save changes and create your new advertiser account.