YouTube Operations Guide

Getting Started

The features described in this article are available only to partners who use YouTube's Content ID matching system.

There are a few key housekeeping items that we recommend taking care of before diving into Content ID. While these are mostly administrative tasks, doing them correctly and early is essential.

Link Channel(s)

Whether you are managing just a single YouTube channel or hundreds, the process for linking a channel to your Content Owner is the same. Linking a channel gives you, the Content Owner, the right to claim videos and apply monetization policies for that channel. You determine, as part of the terms of the invitation, whether the current owner can claim and monetize the channel’s videos. You must link a channel before you can link an AdSense account to your Content Manager. 

Learn more about how to link your channel.

Link AdSense Account 

Linking an approved Google AdSense account to your Content Manager allows you to monetize your videos. While you can still apply the monetize policy to eligible videos before linking an AdSense account, your content will not display Video ads until an Adsense account is associated. Additionally, you will not be eligible for payment until an approved AdSense account is linked to your Content Manager. Therefore, we recommend linking an AdSense account right away to take full advantage of monetization on the platform.

Learn more about associating your YouTube and AdSense account.

Invite Users and Define Permissions

As an administrator, you can invite other users to help manage content. You can control which content management capabilities the invited user will have by creating and assigning roles. Keep in mind that this is a powerful suite of tools, and we recommend only giving people the necessary permissions to perform their roles. For example, your social media manager probably doesn’t need access to revenue information in the monthly performance reports. 

Learn more about adding new users and creating roles

  Pro Tips
  • After linking an AdSense account, you can specify the permissible ad formats on your channel. However, allowing all ad formats can help maximize your earnings. Learn more about default ad settings.
  • We recommend having 1 or 2 administrator roles within a Content Owner to ensure that you don’t lose access to the account if someone were to leave the company.
  • Within the Content Owner tab, use the Roles feature under Users to granularly control who gets access to what.
    • For example, one role could be “Content ID team” with permissions to interact with assets and claims; another could be “Finance” with permissions to access reports and analytics.
    • It's usually helpful to map out user roles before adding users. Consider what functional areas need to be accomplished, and then design the role permissions accordingly.
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