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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.

Use custom user roles

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 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 DoubleClick for Publishers permissions.

Create a custom user role

  1. In DFP, click Admin and then Access & authorization and then Roles.
  2. Click New role.
  3. Enter a name for the role and a description.
  4. 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.
  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 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.

Edit a custom user role

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

Re-activate a custom user role

  1. In DFP, click Admin and then Access & authorization and then 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 Edit, next to "status".
  5. Select Active to re-activate the user role. Changes are saved and applied immediately.
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