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Create and manage clients and client users

Clients such as agencies and advertisers can be associated with your Ad Exchange account and assigned permissions, which control how they appear to publishers in the marketplace. Client users can be given restricted access to your Ad Exchange account based on the permissions you set. Only account users with the "Administrator" role can add clients and client users.

All client users can view available products and publisher profiles in the marketplace and have limited access to debugging and reporting tools.

Create a client

Create a client and client user (3:32)
  1. From your Ad Exchange account, click the settings gear .
  2. Select Clients under "User management" in the sidebar.
  3. Click + Client.
  4. Specify the company, permissions, and client users.
  • To add a company

      1. Begin typing in the search box to find and select a company. Search results are based on Google's list of recognized advertisers, brands, and agencies. To submit a request to add a company, contact us.
      2. (Optional) Click + Add a custom name and enter a name. This name is displayed to publishers and can be used to differentiate the client from the parent company. It appears in the marketplace alongside the company name, in the format: Company (Custom name).
      3. Click Continue.

    To set permissions

      1. Select from the available permissions options.
      2. (Optional) To allow the client to approve deals without an additional approval, you must first select to allow the client to negotiate deals.
      3. Click Continue.

    (Optional) To invite users

      1. Enter the email address of the new client user.
      2. (Optional) Click + Add another user to add additional users for this client.
      3. Click Save.

    Once the new client user information is saved, an invitation will be emailed to the address entered. The user will be prompted, via the invite, to accept, create a password, and agree to the terms of service and privacy policy.

    New client users accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

 
Manage clients
  1. From your Ad Exchange account, click the settings gear .
  2. Select Clients under "User management" in the sidebar.
  • To edit an existing client

      1. Select the client in the list of existing clients.
      2. Click Edit. You can edit the company, add a custom name, or edit the client permissions.
      3. Click Save.

    All clients associated with your Ad Exchange account are found in the "Clients" menu. Clients can be sorted by company by clicking on the table header.

    You can allow a client's users to access specific preferred deals or private auctions. Learn more

Add or manage client users
  1. From your Ad Exchange account, click the settings gear .
  2. Select Clients under "User management" in the sidebar.
  3. Click the User tab.
  • To add a client user

    You must have an existing client to add a client user.

      1. Click + User.
      2. Enter the email address of the new client user. 
      3. Click Save.
  • To edit an existing client user

      1. Select the client user in the list of existing users.
      2. Click Edit. You can edit the email address, and list of associated clients.
      3. Click Save.

    To disable an active client user

      1. Select from the available active clients users in the list of existing users.
      2. Click Disable.
      3. If the user has more than one client association, select the clients that you’d like to disable.
      4. Click Confirm to complete the action.

    To re-enable a disabled client user

      1. Select from the available disabled users in the list of existing account users.
      2. If the user has more than one client association that is currently disabled, select the clients that you would like to re-enable.
      3. Click Re-enable.

All client users for your Ad Exchange account are found in the "Clients" menu, under the "Users" tab. Users can be sorted by clicking on the table headers. The status indicates whether the client user is active, pending, or disabled.

Re-send a client user invitation

You can re-send an invitation to a previously added client user. This is helpful if the original invite was lost or accidentally deleted.

  1. Sign in to your Ad Exchange account at google.com/adx.
  2. Click the settings gear , followed by Account settings.
  3. Select Clients under "User management" in the sidebar.
  4. Click the User tab.
  5. Select the user from the list of "Pending" users.
    You can only re-send invites to pending users. To edit or re-enable a client user, see
    Add or manage client users.
  6. Click Re-invite.

New client user accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

 

Learn more about the types of client access permissions.

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