Before you begin
New users need to have a Google Account registered with their email address before they can be added to Display & Video 360.
You can create a new Google Account by visiting accounts.google.com/SignUpExpress
If you have read & write access to an entire partner (i.e. are a “partner-level” user), you can add and edit users.
If you have read & write access to an advertiser, you'll need to contact someone in your organization with read & write access at the partner level to manage users.
You can grant access to partners and advertisers you have access to.
You can have one user role per partner and/or advertiser you have access to. All of your user roles across the partners and advertisers you have access to must be within the same family of roles:
Standard roles Client-safe roles Creative roles Planning roles Read & write Reporting only - limited Creative Planner Read only Creative admin Planner limited Reporting only
For example, if you have read & write access to advertiser 123, you can have read only or reporting only access to advertiser 456. You could not have creative admin access to advertiser 456.
- Read & write users can manage campaigns, creatives, pixels, insertion orders, line items, and reports for all of the partners or advertisers they've been given access to. They can also create or modify users as well as enable or disable exchanges.
- Read only users can only build reports and view data for the partners or advertisers they've been given access to.
- Reporting only users can create and manage all reports.
- Reporting only -- limited users can only create and manage the following, client-safe reports: General, Audience Performance, Cross-Partner, Keyword, Order ID, Category, and Third-Party Data Provider. These users have access to all client cost metrics, such as Client Cost, Client Cost eCPM, and Client Cost Viewable eCPM.
Creative users can view media plan information they need to collaborate, but can't view cost-related data or Marketplace.
Creative users can: Creative users can't: Upload, create, edit, and delete creatives and use the format gallery. See cost-related account data, including: media cost, markup, fees, deals cost, CPMs, CPCs, budget, billing data, and so on. See media plan, some performance metrics, campaigns, audiences, resources, and settings (read-only). Create or edit campaigns, audiences, resources, and settings. Run standard reports. Report on cost-related metrics or see cost-related data in insights and reports. Add or remove users.
- Creative admin users have the same access and limitations as "creative" users. However, creative admins can invite other creative admins or creative users to the partners or advertisers they have access to. Creative admins make it easier for your creative team to manage themselves and collaborate. Creative admins can:
- View all creative admins and creative users added to the partner or advertiser they have access to.
- Add new creative admins or creative users.
- Planner users can view all campaigns, creatives, pixels, insertion orders, line items, and reports for all of the partners or advertisers they've been given access to, including all cost data. They can also create or modify planning-related features, including plans and inventory.
- Planner limited users have the same access as "planner" users, however all cost data has been removed and replaced with “No access”. Note that these users also cannot start, accept, or negotiate deals.
What users with "creative" and "planner limited" roles see
Anywhere in Display & Video 360 where cost-related account data is displayed, instead of seeing number values, "No access" is displayed. If your user role limits access to this data, you'll also see the label "Limited Access" next to line items, insertion orders, and so on.
- Limited access label appears on insertion orders and line items that include redacted budget information.
- Budget spent is not available to creative and planner limited users.
- Budget remaining is not available to creative and planning limited users.
- Creative and planner limited users can't edit insertion order details, so Save is disabled.
"No access" is shown in place of revenue, CPC, and CPA values.
Add a new user
If you have read & write access to an entire partner (i.e. are a “partner-level” user), you can add users by following these steps:
Select User management and notifications > User management from the upper right corner of Display & Video 360.
Click New user.
Enter the user's name and email.
Click Add partners or advertisers. You can only grant access to partners and advertisers you have access to.
On the page that appears, check each partner and/or advertiser you want to grant access to and then click Select.
Use the dropdown under Role to select which role the new user should have per partner and/or advertiser. See the list of user roles above for more information.
You can also edit the roles in bulk by selecting the checkbox next to each partner and/or advertiser and clicking Action > Change role.
New users will be able to sign in to Display & Video 360 immediately after they've been added. No welcome email will be sent and no extra password is required, since Display & Video 360 uses the password from the Google Account registered with the user's email address.
Edit an existing user
Follow these steps to edit an existing user:
- Select User management and notifications > User management from the upper right corner of Display & Video 360.
- Search for the user you want to edit and click the Name to open the settings for that user.
- On the page for that user, edit any settings you need to update. All settings are editable except for the user's email address, which can't be changed after a user is initially added to Display & Video 360.
- Click Save.
Delete a user
Follow these steps to delete an existing user:
- Start by selecting User management and notifications > User management from the upper right corner of Display & Video 360.
- Search for the user you want to delete and check the checkbox next to their name.
- Click Action > Delete.
- Follow the prompts to delete the user.