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Create and edit user roles

User roles control what users can see and do in your network through user role permissions. You can use standard built-in user roles or create your own customized user roles.

Use a built-in user role

There are several standard user roles to cover the most common permission configurations. The user role permissions for these built-in user roles are not editable, but are managed and automatically updated as new product features are released.  

See a list of built-in user roles

  • 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.
    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.

Create a custom user role

In addition to built-in user roles, administrators can set up custom user roles with a customized set of permissions to fit your needs.

To create a custom user role:

  1. Navigate to the "Access & authorization" section of the Admin tab.
  2. Click Roles from the side menu.
  3. Click New role.
  4. Enter a name for the role and a description.
  5. To speed the creating of a new role, you can copy permissions from another existing user role as a starting point. After copying permissions, you can then add or remove permissions as needed for this new user role.
  6. Select the permissions needed for the users who will fill this user role.
  7. Click Save.
If any new permissions are added to DoubleClick for Publishers, you will need to add them manually to your custom user roles. New permissions are not added automatically to custom user roles.
Check out the DFP Admin Fundamentals training module. 

Note: Some content might not apply to DFP Small Business.

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