About teams

Teams are a way to restrict user access to certain items, such as advertisers, agencies, proposals, orders, ad units, and more. They also restrict access to certain parts of the Ad Manager, like suggested ad units

To restrict access, assign users to a team and then associate the items you want them to access to the same team. Users and items can be assigned to more than one team.

For example, you might have a sales and trafficking team who primarily work with APAC clients, and another team who primarily work with EMEA clients. You might also have teams that work with your direct-sold inventory and a different team who works with with your indirect-sold inventory. In each of these cases, you can use team to restrict access to various advertisers, agencies, proposals, orders, and ad units.

Line items, proposal line items, and creatives can't be assigned to teams.

However, orders and proposals can be assigned to team. Line items and proposal line items always belong to an order or proposal respectively, so they're restricted by the team attached to the order or proposal.

Similarly, every creative belongs to an advertiser, and users can only view creatives that belong to advertisers assigned to their teams.

Restrictions imposed by teams

When you use teams, the following restrictions are imposed on how objects interact.

Limits on access

  • Creatives: Creatives can't be assigned to teams. However, each creative belongs to an advertiser. Users can only see and interact with creatives that belong to advertisers assigned to one of their teams.
  • Placements: Placements can't be assigned to teams. However, placements contain ad units, which can be assigned to teams. A user can only see and interact with a placement if all of the placement's ad units are assigned to teams the user is on.

    For example, a user is on Team China and Team India. Placement A contains ad units assigned to Team China. Placement B contains ad units assigned to Team India and Team Japan. The user can view Placement A, but not Placement B.

  • Users: Admins can see all users and add them to teams. Other users can only see other users who are on at least one of the same teams.

    For example, an order is assigned to Team Cats and Team Dogs. The trafficker is only on Team Cats, while the salesperson is only on Team Dogs. When the trafficker views the order, she doesn't see the salesperson, and when the salesperson views the order, he doesn't see the trafficker.

    We recommend users are added to Teams and then All entities for Yield groups access. Teams restrict access to Yield groups because they restrict access to companies.

    If not granted, it may be challenging to manually configure teams access to all Ad networks and Ad units configured within your network's Yield groups.

  • History: Users can see the histories of entities to which they're assigned. However, the names of any salespeople or traffickers are hidden if they're not on the same team as the user. For example, if a line item is assigned to Team A and Team B, a trafficker on Team A wouldn't be able to see the name of a salesperson on Team B.

Limits on assignments to teams

  • Orders are under advertisers: Orders can only be assigned to teams that their parent advertisers are assigned to.
  • Assignments of users and agencies to orders: Users and agencies can only be assigned to orders as traffickers, salespeople, and so forth, if they're on a team to which the order is assigned.
  • Adding users to teams: If it suits your business needs, you might choose to create team admins. Team admins can assign users and objects to their own teams or others. For example, a team admin on Team 1 and Team 2 can create a new user and add the user to Team 1, Team 2, both or any other team. The team admins could also create a new team and assign users and objects to it.

Inventory restrictions

  • Inventory targeting: Line items can only target ad units (or placements containing ad units) that are assigned to at least one team in common with the order. (Run-of-network line items are an exception.)
  • Run-of-network line items: Only users on the "All entities" or "All inventory" team can create run-of-network line items. Other users can only create line items that target specific inventory assigned to their teams. As a best practice, you can include trusted users in the "All entities" or "All inventory" team, who can run-of-network line items.
To simplify trafficking, you can create a placement that includes all of the ad units assigned to a team. That way traffickers can easily target all of their available inventory. You'll need to keep these placements up to date manually with your latest inventory.

Unrestricted entities and functionality

Some entities and functionality in Ad Manager are not restricted by teams. These include:

Suggested ad units

Ad Manager provides suggested ad units for your network. You must have the "All entities" team associated with your user account to approve suggested ad units. Once an ad unit is approved, it may be assigned to a team.

Teams administration

Teams limit access, but someone has to set up teams and add users and entities to them. These users, typically admins who are on the "All entities" team, can provide access to all entities in your network. The user role also includes a permission that enables admins to see and edit all users.

You can also designate team-level admins by removing admins from the "All entities" team and adding them to other teams. These team-level admins can view all users and add them to their own teams. They can also create new teams. They can only see advertisers, agencies, orders, and ad units that have been assigned to one of their teams.

Teams versus roles

Teams provide users with access to entities in your network: advertisers, agencies, ad units, and orders. Roles determine which features and functions a user can access, such as viewing or editing creatives. To view or edit an object, a user has to be both part of a team that includes the object and assigned a role that can access the object.

Depending on the user's role, a user might not have permission to view orders, ad units, or advertisers and agencies. Even if the user is on a team that includes these objects, that user can't access them because of the user role restrictions.

If you're having trouble with users who don't have the access you think they should based on the teams they're on, check their roles to ensure that they have the necessary permission to view and edit the objects they need access to.

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