User roles determine what users can see and do within the Ad Platform. Roles are composed of a set of permissions that specify each activity allowed under the role. Each user is assigned a role. You can use roles to support your workflows or enforce your organizations access rules.
Built-in Roles
The Ad Platform includes a set of built-in roles that cover the most common use cases. You can't edit these roles but you can assign them to users within your organization. Note that these roles may be updated periodically as new features are released.
Role Name | Role Description |
Administrator | Administrators have full access the ad platform including campaigns, reporting, and user management. |
Campaign Trafficker | Campaign Traffickers can manage and report on campaigns, creatives, and all related entities. |
Creative Editor | Creative Editors can manage creatives and view campaigns but cannot change trafficking details. |
Analyst | Analysts can view all report types in the ad platform and have complete access to all data. |
Campaign Analyst | Campaign Analysts can view all report types in the ad platform, have complete access to all data, and view the Campaigns hub. |
Custom Roles
You can create custom roles if the built-in roles don't map well to your process or needs. Administrators can create custom roles to augment or replace the built-in roles entirely.
Create a custom role on the Roles list page by selecting "Create Role". Select the custom permissions you want to assign to your role in the role editor.
User Role Permissions
User role permissions are organized in the following categories. The list below details each permission.
Account Administration
Campaigns
Reporting
Account Administration
Permission | Description |
Users | Access to view, create, edit, or remove users within an Organization. |
Roles | Access to view, create, edit, or remove roles within an Organization. |
Teams | Access to view, create, edit, or remove Teams within an Organization. |
Campaigns
Permission | Description |
Trafficking | Access to view or edit Campaign entities such as: Campaign, Budget, Ad, Advertisers, Packages, and Audience Groups. |
Creatives | Access to view or edit Creatives within the creative library. Does not grant access to Ads. |
Direct Deals | Access to view or edit Direct Deals. |
Ad Approval | Access to approve or reject ads within the approval queue. |
Reporting
Permission | Description |
Campaign Reports | Access to view and generate Direct Campaign reports. |
Risk of Shared Logins
Using shared or fake emails exposes you to security risks, limits access to useful features in the platform, and makes it difficult to receive important updates.
We recommend using real unique emails for each user logging in for your organization. We offer features like Roles, Teams, and Single Sign-On to help you manage and streamline access. If you have specific needs for dummy or shared logins, please contact your account manager.
Security Concerns
Access cannot be easily revoked from users (e.g. user leaves the company)
Password changes are difficult to manage
Cannot enable two-step authentication
Functionality Limitations
Personalized settings like Favorites
Campaign pacing alerts and status updates
Long-running and scheduled report downloads
Campaign wrap decks
Limits flexibility of built-in Teams management
Traceability and accountability limited (change logs)