User types and access in DoubleClick Search

If you're an agency manager, you can add advertisers to an agency, as well as add, edit, and remove users. 

The following table lists the different user types (or user roles) that can be assigned to users in DoubleClick Search and their access permissions for an agency or advertisers.

 

Access type User type Permissions for agency or advertisers
Agency access Agency manager
  • Add, edit, and remove user access to an agency’s advertisers.
  • Add and edit all advertisers within the agency and their components including engine accounts, campaign management, bid strategies, attribution models, and customize and run reports.
  • Use the DS API to download reports and upload conversions for all advertisers in the agency.
Agency user
  • Edit all advertisers within the agency and their components including campaign management, bid strategies, attribution models, and customize and run reports.
  • Use the DS API to download reports and upload conversions for all advertisers in the agency.
Advertiser access Advertiser manager
  • Edit advertiser settings for a selected advertiser.
  • Add or edit engine accounts in a selected advertiser.
  • Edit all components within the advertiser, including campaign management, bid strategies, attribution models, and customize and run reports.
  • Use the DS API to download reports and upload conversions for the advertiser.

Advertiser managers can’t add or remove users.

Advertiser user
  • Edit all components within selected advertisers, including campaign management, bid strategies, and customize and run reports.
  • Use the DS API to download reports and upload conversions for selected advertisers.

Advertiser users can't view advertiser settings and therefore can't create or modify Floodlight groups, activities, or instructions.

Advertiser viewer
  • View (read-only) access to campaign management and bid strategy components within selected advertisers, and customize and run reports.
  • Use the DS API to download reports for selected advertisers.

Advertiser viewers cannot view advertiser settings.

If you're unsure of your user type, please contact your DS Support Representative or email ds-support@google.com.

Add a user and grant access

Important: Before you can grant access to DoubleClick Search, the user is required to associate a corporate/work email address with a Google Account.

  1. Navigate to an agency, and then click Agency users.

    To verify that a user hasn't already been created, you can enter part of the email address in the Search box that is next to the Edit button.

  2. Click +New user.
  3. Enter the Google Account email address for the new DoubleClick Search user.
  4. Choose the user type and grant access.
    • To grant access to the agency, click Agency manager or Agency user.
    • To grant access to an advertiser, do the following:
      1. Click Advertiser access.

        A list of advertisers is shown after you click Advertiser access.

      2. Point to an advertiser name. Next to No access, click the ▼ (down arrow), and then click:
        • View access
        • Edit access
        • Manager access
      3. Repeat the preceding step to grant access to more advertisers.

        The Selected advertisers list displays the type of access granted for each advertiser.

  5. Click Save.

 

Learn more about how to sign in to DoubleClick Search.

 

Change or remove a user’s access 

  1. Navigate to an agency, and then click Agency users.
  2. Select the checkbox next to each email address to change the user's access.

    To search for a user, enter the email address or advertiser name in the Search box.

  3. Click Edit▼, and then click Edit access.
  4. Under User type, click the ▼ (down arrow), and then select a different user type.
    • To grant agency access, click Agency manager or Agency user.
    • To grant or remove advertiser access, do the following:
      1. Click Advertiser access.

        A list of advertisers is shown after you click Advertiser access.

      2. Point to an advertiser name. Next to the type of access, click the ▼ (down arrow), and then click one of the following:
        • No access
        • View access
        • Edit access
        • Manager access
      3. Repeat the preceding step to change or remove access from more advertisers.
  5. If you selected more than one user, click Next user and repeat step 4 for each user.
    None of your changes will be saved until you click Save.

Another way to remove a user's access is to click (remove button) that is next to the advertiser's name in the Selected advertisers list. If you remove the user's access from the agency and all advertisers, the user is removed from DoubleClick Search.

 

Restore or Apply all settings

On the User page, you can restore settings or change access settings for all of the selected users if you choose one of the options before you save your changes or move to the next user.

Click To
Reset to Restore the user access settings
Apply to all Apply changes to all selected users

 

Add advertiser access for multiple users

If you want to simultaneously grant access to additional advertisers for more than one user, or if you want to change the level of advertiser access for more than one user, complete the steps below.

The Add advertiser access command is useful if, for example, you add new advertisers to your agency and you need to grant advertiser access to several users. Once you select the users, you can grant advertiser access to all of the users on one page.

  1. Navigate to an agency, and then click Agency users.
  2. Select the users that you want to allow to access additional advertisers. Click Edit▼, and then click Add advertiser access.
  3. Point to an advertiser name. Next to the type of access, click the ▼ (down arrow), and then click one of the following options:
    • View access
    • Edit access
    • Manager access

    You can't use no access to remove users' access on the Add advertiser access page. See the steps in the Change or remove a user’s access section for information about how to remove advertiser access from multiple users.

  4. Repeat the preceding step for each advertiser that you want to grant access to.

Remove users from an agency

Use the following steps to remove users from your agency.

  1. Navigate to an agency, and then click Agency users.
  2. Select the checkbox next to each email address that you want to remove.

    To search for a user, type the email address or advertiser name in the Search box.

  3. Click Edit▼, and then click Remove access.
  4. Confirm that you want to remove the selected users.
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