Create and edit user roles

Roles are comprised of user role permissions. They control what users can see and do in your network. You can associate built-in roles with a user account, or you can create custom roles and associate those with a user account.

Built-in user role

Built-in user roles cover the most common permission configurations. These roles are not editable. They are sometimes updated as new products or features are released.

List of built-in user roles:

• Administrator: Administrators have full access to all functionality.
• Administrator (Ad Manager only): Administrators for Ad Manager only have full access to all functionality in Ad Manager, other than Ad Exchange.
• Advertiser: Invited advertisers can check the progress of their orders.
• Salesperson: Salespeople can create orders, manage orders, and run reports on orders they create.
• Sales manager: Sales managers can create orders, approve orders, cancel orders, edit targeting criteria, and run reports on orders, sales, and inventory.
• Trafficker: Traffickers can create orders, edit orders, edit line items, upload creatives, and run reports on orders and creatives.
• Executive: Executives can run reports and evaluate the effectiveness of campaigns through read-only access to all functionality.
• Ad Exchange manager: Ad Exchange managers have access to Ad Exchange functionality, but not Ad Manager. This role might not be available for your network.
• Legal manager: Legal managers can view and edit users, roles, and teams, as well as access and accept the Ad Manager payment contract when completing the self-serve billing setup. They do not have access to any other Ad Manager functionality.
  The contract permissions tied to the Legal manager role can also be added to any custom role created by an Administrator. Ensure that only users authorized to sign up for contracts are added to custom roles with this permission.

Custom roles

Administrators can set up custom roles with a set of permissions to fit user needs.

To create or edit a user role, your own user role must have the "Edit users and roles" permission. The "Ad Exchange" permission is required to create and edit user roles with any of the Ad Exchange in Ad Manager permissions.

Good to know about custom roles

When creating a custom role, you have the option to copy permissions from another existing role as a starting point. After copying permissions, you can then add or remove permissions as needed.

Create a custom role

1. Navigate to Admin  Access & authorization  Roles.
2. Click New role.
3. Enter a name for the role and a description.
4. Optionally copy permissions from another existing user role as a starting point. 
5. Select the permissions needed for the users who will fill this user role. Learn more about permissions
6. Click Save.

If any new permissions are added to Ad Manager, you will need to add them manually to your custom user roles. New permissions are not added automatically to custom user roles.

Edit a custom user role​

1. Navigate to Admin  Access & authorization  Roles.
2. Click the name of the role you'd like to edit.
3. Edit the name, description, and selected permissions. Learn more about permissions
4. Click Save.

Deactivate a custom user role

Mark a user role you no longer need as "inactive" to hide it from the list of user roles and ensure no new users are assigned. This setting doesn’t affect users already assigned to the user role, and can be reversed by marking the user role as "active." Only custom user roles can be deactivated.​

1. Navigate to Admin  Access & authorization  Roles.
2. Click the name of the role you'd like to deactivate.
3. Under the name of the role, click , next to "status".
4. Select Inactive to deactivate the user role. Changes are saved and applied immediately.

Re-activate a custom user role​

1. Navigate to Admin  Access & authorization  Roles.
2. Edit the standard Status filter, changing Active to Inactive.
3. Click the name of the role you'd like to re-activate.
4. Under the name of the role, click , next to "status".
5. Select Active to re-activate the user role. Changes are saved and applied immediately.