Managing Access and Permissions

The permissions section contains different roles that can be assigned to the user. Each user has different permissions. There are various Resources and each resource has various permissions granted to it. The list of Resources is as follows:

Term	Definition
Ad Group	A group of advertisements targeting specific criteria within a campaign.
Advertiser	The entity that promotes a product or service through advertising.
Agency	A company or organization that provides advertising and marketing services to clients.
Agency Setting	Configuration options and preferences specific to an advertising agency's workflow and operations.
Audience	The target group of individuals who are intended to see and engage with an advertising or marketing message.
Budget Margin	The difference between the allocated advertising budget and the actual expenditure, used for assessing profitability.
Campaign Group	A collection of related campaigns with a shared objective or theme.
Campaign item	A specific element or component within a campaign, such as an ad, landing page, or promotional material.
Contact	An individual or entity with whom advertisers and agencies communicate for business purposes.
Creative	The visual, textual, or multimedia content designed to convey a message and attract attention in advertising and marketing.
Credit Limit	The maximum amount of credit extended to an advertiser by a media agency or platform for advertising expenses.
Custom Margin	A personalized markup or discount applied to the cost of advertising services provided by an agency.
Deal	A negotiated agreement between an advertiser and a publisher or media platform, often involving specific terms and conditions.
Event Log	A chronological record of actions, interactions, and occurrences related to advertising and marketing activities.
Exchange Rate	The value at which one currency can be exchanged for another, influencing international advertising costs and budgets.
Inventory	The available space or ad placements that a publisher or platform has for advertisers to display their ads.
Label	A descriptive tag or identifier used to categorize and organize advertising campaigns, assets, or data.
Media Plan	A strategic document outlining the intended advertising placements, channels, and budget for a campaign.
Network	An interconnected system of publishers, advertisers, and platforms facilitating the buying and selling of ad inventory.
Partner	A business entity or organization that collaborates with an advertiser or agency to achieve common marketing objectives.
Payment	The financial transaction made by an advertiser to a publisher or platform for advertising services rendered.
Paypal Payment	A payment made using the PayPal online payment system.
Pixel	A small, invisible image or code snippet placed on a website to track user activity and measure advertising effectiveness.
Platform Cost	The expense associated with using an advertising platform or technology for campaign execution.
Report	A structured document presenting data and insights about advertising and marketing performance.
Report Configurations	Customizable settings and parameters for generating specific types of reports in advertising systems.
Report Schedule	A predefined timeline or frequency for generating and delivering reports in advertising systems.
Report Token	A unique identifier used to access and retrieve specific reports or data within an advertising system.
Role	A defined position or responsibility within an advertising or marketing organization, specifying access and permissions.
Segment	A subset or group of individuals within a target audience sharing similar characteristics or behaviors.
Segment Map	A visual representation or framework illustrating the segmentation strategy and targeting approach in advertising.
Setting	Configurable options and preferences within an advertising or marketing system, influencing its behavior and functionality.
System Announcement	A formal communication or notification regarding updates, changes, or events in an advertising system.
User	An individual with authorized access to an advertising or marketing system.
User role	The specific permissions, responsibilities, and access levels assigned to a user within an advertising or marketing system.
Wallet	A digital account or repository where advertisers can store and manage funds for advertising expenses.

Each of these Resources has various permissions associated with it. Each role has access to a different set of Permissions. Let us go through the list of roles and their permissions:

Company Manager

A person responsible for overseeing and managing the operations and performance of a company or network.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	Yes	Yes	Yes
Agency Setting	Yes	NA	Yes	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	Yes	NA	Yes	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	Yes	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	Yes	Yes	No
Event Log	No	NA	NA	NA
Exchange Rate	Yes	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	Yes	No	Yes	No
Partner	Yes	Yes	Yes	Yes
Payment	Yes	Yes	Yes	Yes
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	Yes	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	Yes	NA
User	Yes	NA	Yes	Yes
User role	Yes	Yes	Yes	Yes
Wallet	Yes	NA	NA	NA

The Company Manager:

Can Activate and Review Campaign Items
Can Media Plan but cannot Archive it
Can Approve Payments, Budget Margin, Custom Margin and Credit Limit
Can Activate and Archive Campaign Groups
Can Archive Creative
Can List User
Can Upload and Download Audience

Network Financial Controller

An individual in charge of managing the financial aspects and controlling the budget within a network or advertising company.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	Yes	Yes	Yes
Agency Setting	Yes	NA	Yes	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	Yes	NA	Yes	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	Yes	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	Yes	Yes	No
Event Log	No	NA	NA	NA
Exchange Rate	No	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	Yes	No	Yes	No
Partner	No	No	No	No
Payment	Yes	Yes	Yes	NA
Paypal Payment	Yes	No	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	Yes	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	No	NA
User	Yes	NA	Yes	No
User role	Yes	No	No	No
Wallet	Yes	NA	NA	NA

The Network Financial Controller:

Can Activate and Review Campaign Items
Can Approve Media Plan but cannot Archive it
Can Approve Payments, Budget Margin, Custom Margin and Credit Limit
Can Activate and Archive Campaign Groups
Can Archive Creative
Can’t list User
Can Upload and Download Audience

Read-only User

A user with restricted access who can only view information and data within an advertising or marketing system.

Resource	View	Add	Modify	Delete
Ad Group	Yes	No	No	NA
Advertiser	Yes	No	No	No
Agency	Yes	No	No	No
Agency Setting	No	NA	No	NA
Audience	Yes	No	No	No
Budget Margin	No	NA	No	NA
Campaign Group	Yes	No	No	NA
Campaign item	Yes	No	No	No
Contact	Yes	Yes	Yes	Yes
Creative	Yes	No	No	No
Credit Limit	Yes	NA	No	NA
Custom Margin	Yes	NA	No	NA
Deal	Yes	No	No	No
Event Log	No	NA	NA	NA
Exchange Rate	No	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	No	No	No
Network	No	No	No	No
Partner	No	No	No	No
Payment	Yes	No	No	NA
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	No	No	No
Platform Cost	No	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	No	NA	No
Segment Map	No	No	No	No
Setting	Yes	NA	No	NA
User	Yes	NA	Yes	No
User role	Yes	No	No	No
Wallet	Yes	NA	NA	NA

The Read-only User:

Cannot Activate and Review Campaign Items
Cannot Approve Media Plan or Archive it
Cannot Approve Payments, Budget Margin, Custom Margin and Credit Limit
Cannot Activate and Archive Campaign Groups
Cannot Archive Creative
Cannot Can’t list User
Cannot Upload but Download Audience

Media Director

The person responsible for developing and implementing strategic media plans and overseeing media-related activities within an organization.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	No	Yes	No
Agency Setting	No	NA	No	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	Yes	NA	Yes	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	Yes	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	No	No	No
Event Log	No	NA	NA	NA
Exchange Rate	Yes	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	No	No	No	No
Partner	Yes	Yes	Yes	Yes
Payment	Yes	No	No	NA
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	Yes	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	No	NA
User	Yes	NA	Yes	Yes
User role	Yes	Yes	Yes	Yes
Wallet	Yes	NA	NA	NA

The Media Director:

Can Activate and Review Campaign Items
Can Approve Media Plan but cannot Archive it
Cannot Approve Payments, Budget Margin, and Credit Limit but

can Approve Custom Margin

Can Activate and Archive Campaign Groups
Can Archive Creative
Can list User
Can Upload andDownload Audience

Agency Administrator

An individual who manages administrative tasks and operational processes within an advertising agency.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	No	Yes	No
Agency Setting	No	NA	No	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	Yes	NA	Yes	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	Yes	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	Yes	Yes	No
Event Log	No	NA	NA	NA
Exchange Rate	Yes	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	No	No	No	No
Partner	Yes	Yes	Yes	Yes
Payment	Yes	No	No	NA
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	Yes	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	Yes	NA
User	Yes	NA	Yes	Yes
User role	Yes	Yes	Yes	Yes
Wallet	Yes	NA	NA	NA

The Agency Administrator:

Can Activate and Review Campaign Items
Can Approve Media Plan but cannot Archive it
Cannot Approve Payments, Budget Margin, and Credit Limit but

can Approve Custom Margin

Can Activate and Archive Campaign Groups
Can Archive Creative
Can list User
Can Upload and Download Audience

Media Trader

A professional responsible for buying and selling media placements, negotiating deals, and optimizing advertising campaigns for clients.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	No	No	No
Agency Setting	No	NA	No	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	No	NA	No	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	No	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	No	No	No
Event Log	No	NA	NA	NA
Exchange Rate	No	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	No	No	No	No
Partner	No	No	No	No
Payment	Yes	No	No	NA
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	No	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	No	NA
User	Yes	NA	Yes	No
User role	Yes	No	No	No
Wallet	Yes	NA	NA	NA

The Media Trader:

Can Activate and Review Campaign Items
Can Approve Media Plan but cannot Archive it
Cannot Approve Payments, Budget Margin, Credit Limit and Custom Margin
Can Activate and Archive Campaign Groups
Can Archive Creative
Cannot list User
Can Upload and Download Audience

Agency Financial Controller

A role in an advertising agency responsible for managing the financial aspects, including budgeting, forecasting, and financial reporting.

Resource	View	Add	Modify	Delete
Ad Group	Yes	Yes	Yes	NA
Advertiser	Yes	Yes	Yes	Yes
Agency	Yes	No	No	No
Agency Setting	No	NA	No	NA
Audience	Yes	Yes	Yes	Yes
Budget Margin	No	NA	No	NA
Campaign Group	Yes	Yes	Yes	NA
Campaign item	Yes	Yes	Yes	Yes
Contact	Yes	Yes	Yes	Yes
Creative	Yes	Yes	Yes	Yes
Credit Limit	Yes	NA	No	NA
Custom Margin	Yes	NA	Yes	NA
Deal	Yes	No	No	No
Event Log	No	NA	NA	NA
Exchange Rate	No	No	No	NA
Inventory	NA	NA	No	NA
Label	Yes	NA	Yes	NA
Media Plan	Yes	Yes	Yes	Yes
Network	No	No	No	No
Partner	No	No	No	No
Payment	Yes	No	No	NA
Paypal Payment	Yes	Yes	NA	NA
Pixel	Yes	Yes	Yes	Yes
Platform Cost	Yes	NA	No	NA
Report	Yes	NA	NA	NA
Report Configurations	Yes	NA	No	NA
Report Schedule	Yes	Yes	Yes	Yes
Report Token	Yes	Yes	NA	Yes
Role	NA	No	No	No
Segment	Yes	Yes	NA	Yes
Segment Map	No	No	No	No
Setting	Yes	NA	No	NA
User	Yes	NA	Yes	No
User role	Yes	No	No	No
Wallet	Yes	NA	NA	NA

The Agency Financial Controller:

Can Activate but cannot Review Campaign Items
Can Approve Media Plan but cannot Archive it
Cannot Approve Payments, Budget Margin, Credit Limit but

can Approve Custom Margin

Can Activate and Archive Campaign Groups
Can Archive Creative
Cannot list User
Can Upload and Download Audience

After creating multiple users, you can use the following filters to find users:

Account: You can search for an Account using the dropdown.
User: You can select the User from the dropdown.
Permission: You can search using various user permissions such as Company Manager,

Read-only User, Media Trader, etc.

Status: Status of the user - Active or Inactive.

The Manage tab consists of these options:

Toggle: Toggle is used to mark the Status of the user as Active or Inactive
Delete: To delete the user
Edit: To edit the user

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Managing Access and Permissions

Managing Access and Permissions

Company Manager

Network Financial Controller

Read-only User

Media Director

Agency Administrator

Media Trader

Agency Financial Controller

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Key Features and Functions