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User roles and permissions

Each user is assigned a role. A role consists of a set of controls, called permissions, which control what users can see and do. Roles are managed on the Admin tab.

There are several built-in user roles:

Role Description
Administrator Administrators have full access to all functionality.
Administrator (DFP only) Administrators for DFP only have full access to all functionality in DFP, other than Ad Exchange.
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 DFP. 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 DFP payment contract when completing the self-serve billing setup. They do not have access to any other DFP functionality.

In addition to built-in user roles, Administrators can also set up custom roles with sets of permissions that fit your needs.

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.

View permissions for roles and users

You can see the permissions enabled for a role or for a particular user.

View permissions and users for a role

  1. In the "Access & authorization" section of the Admin tab, click Roles.
  2. (Optional) Filter by all, custom, or built-in roles.
  3. Click on a role to view the associated permissions.
  4. To see which users are assigned to the role, click the link to the number of users assigned to the role.

View permissions for a user

  1. In the "Access & authorization" section of the Admin tab, click Users.
  2. (Optional) Use filters to find the right user.
  3. Click on the user name.
  4. In the Role section, click View permissions.

Create and edit custom roles

The default roles that are built into DoubleClick for Publishers can't be edited. However, you can create new roles and customize the permissions, then assign these roles to users. For example, you might decide to create a custom role where users associated with that role can view creatives, but not edit them. You can also create new roles based on existing roles, including both built-in and custom roles.

To create or edit a user role:

  1. In the "Access & authorization" section of the Admin tab, click Roles.
  2. Click New role or the name of an existing role to edit it. If you click on the name of a role, you can view all permissions and users associated with it.
  3. Provide a name for your new role and a description (optional).
  4. (Optional) If you'd like to use an existing role as a template for your new role, select it from the Copy permissions from role drop-down.
  5. Enable the checkboxes next to the permissions that you want to associate with this role.

    Many of the user role permissions are dependent on one another. For example, to enable a user to edit creatives, you must enable both the "Edit creatives" and the "View creatives" permissions. DFP shows warnings when you enable permissions that require others that haven't been enabled. Click on the warning symbol to see what changes are needed, and click the link to enable the required permissions. You'll need to resolve all warnings before you can save your changes.

  6. Click Save.

Assign users to roles

If you're creating a new user, you'll be prompted to assign them a role on the user creation page. Otherwise, you can follow these steps to view or change an existing user's role:

  1. In the "Access & authorization" section of the Admin tab, click Users.
  2. Click the name of the user you wish to edit from the list.
  3. Select a role from the Roles drop-down.
  4. Save your changes.
Training: Check out the DFP Admin Fundamentals training module.
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