In this article, you will:
Accessing your Portfolio's Advertisers
If your user is assigned to more than one Advertiser, you can switch Advertisers by selecting the "Change Advertiser" button on the upper right corner of the MNTN platform.
Managing Advertiser Information
To manage an advertiser's permissions, you must first ensure you have the admin permission set.
🧠 Pro Tip: To learn how to manage User Permissions, check out this article.
1️⃣ In the Portfolios & Advitersers section of the platform, Click on the Advertisers tab to find the advertisers assigned to your Portfolio.
2️⃣ Click on the 'Manage' button to view the 'Edit Advertiser' window
3️⃣ Click on the Pencil Icons next to the Advertiser, Portfolio, and or User sections to edit your settings and assignments.
Creating Advertisers
1️⃣ Go to the 'Portfolios & Advertisers' section of your 'My Account Page.' Click on the 'New Advertiser' button to create a new Advertiser.
2️⃣ In the 'New Advertiser' window, fill in the company information. Click 'next' when complete.
3️⃣ Assign your new Advertiser to the correct Portfolio. A portfolio is a collection of all of your Advertiser Accounts. You can only assign Advertisers to Portfolios that you have Admin Access to.
4️⃣ Assign the users that you would like to have access to this new Advertiser. You will only see users populate that already assigned within your Portfolio. Click the 'next' button when you are done assigning users.
💡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.
5️⃣ 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.
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