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User Roles

This guide explains the user roles available in the platform and what each one can do. Use it to decide which role to give a teammate when you invite them.

There are two kinds of accounts, and each has a full role and a limited role:

AccountFull roleLimited role
MarketplaceAdminAdmin Reporter
AdvertiserAdvertiserAdvertiser Reporter

Admin and Admin Reporter are roles on a marketplace account. They control the marketplace itself, not an individual advertiser.

A person can be part of more than one account and have a different role in each. The role decides what they see and what they can change.

In the tables below:

  • View: can see the information.
  • Create: can add new items.
  • Edit: can change existing items.
  • Delete: can remove items.
  • Approve: can review and approve items, such as ad creatives or balance requests.

A check means the role can do it. A blank means it cannot.

Marketplace roles​

These roles are for the team that runs the retail media network.

Admin​

The Admin role has full control of the marketplace. This is the right role for the people who manage advertisers, run billing, review ads, and configure the platform.

AreaViewCreateEditDeleteApprove
Agencies✓✓✓
Advertisers✓✓✓✓
Campaigns✓✓✓
Ad Placements✓✓✓
Ad Review✓✓✓
Creatives✓✓✓
Transactions and Payments✓✓✓✓
Coupons✓✓
Users✓✓
Invitations✓✓✓✓
Reports✓✓✓✓
Settings✓✓✓✓

What this means in practice:

  • Manage agencies and advertisers, including creating advertisers and adjusting their balances.
  • Create and edit campaigns for any advertiser, and set up ad placements.
  • Review and approve ad creatives before they go live.
  • Process payments, issue refunds and transfers, and approve or reject balance top up requests.
  • Create coupons.
  • Invite people, set their roles, and manage existing users.
  • Build and manage reports.
  • Change marketplace settings and configuration.

Note on deleting: the Admin role can remove an advertiser from an agency, but the agency itself stays. Advertiser deletion applies to custom advertisers only.

Admin Reporter​

The Admin Reporter is a hands on operations and reporting role. It can run day to day campaign and ad work and owns reporting, but it cannot manage people, money approvals, or core marketplace settings. This is a good fit for campaign managers and analysts who should not touch billing approvals or account access.

AreaViewCreateEditApprove
Agencies
Advertisers✓
Campaigns✓✓✓
Ad Placements✓
Ad Review✓✓✓
Creatives✓✓✓
Transactions and Payments✓✓
Coupons
Users
Invitations
Reports✓✓✓
Settings✓✓

What this means in practice:

  • View advertisers and create and edit their campaigns.
  • View, create, edit, and review ad creatives.
  • View transactions and process payments.
  • Build and manage reports. This is the main purpose of the role.
  • View settings and adjust dashboard widgets.

What it cannot do:

  • Manage agencies.
  • Manage users or send invitations.
  • Approve or reject balance top up requests, issue refunds or transfers.
  • Create coupons.
  • Change core marketplace settings.

Advertiser roles​

These roles are for the brands and agencies advertising on the marketplace.

Advertiser​

The Advertiser role has full control of its own account. This is the right role for the people who plan and run the advertiser's campaigns.

AreaViewCreateEditApprove
Own account✓✓
Campaigns✓✓✓
Ad Placements✓
Creatives✓✓✓
Transactions and Payments✓✓
Reports✓✓✓
Settings✓

What this means in practice:

  • View its own account details and balance, and update its own profile.
  • Create, view, and edit campaigns, including duplicating them.
  • Choose ad placements for targeting.
  • Create, view, and edit its own ad creatives.
  • View its own transactions and top up its balance.
  • Build and manage its own reports.
  • View marketplace settings that apply to it.

Advertiser Reporter​

The Advertiser Reporter is a view and reporting role. It can see campaigns and the account, and it owns reporting, but it cannot create or change campaigns or creatives. This is a good fit for stakeholders who only need visibility and reports.

AreaViewCreateEditApprove
Own account✓
Campaigns✓
Ad Placements✓
Creatives
Transactions and Payments
Reports✓✓✓
Settings✓

What this means in practice:

  • View the account, its balance, and its campaigns.
  • Build and manage reports. This is the main purpose of the role.
  • View marketplace settings that apply to it.

What it cannot do:

  • Create or edit campaigns.
  • Work with creatives.
  • Make payments or top up balance.

Choosing a role​

  • Give Admin to the people who run the marketplace end to end, including billing and account access.
  • Give Admin Reporter to campaign managers and analysts who run campaigns and reporting but should not handle billing approvals, users, or core settings.
  • Give Advertiser to the people who plan and manage an advertiser's campaigns.
  • Give Advertiser Reporter to people who only need to view performance and pull reports.