Org-level actions

You must have the Org Admin role to perform the following org-level actions. See Account setup using Business Manager for information on role permissions.

Add a user to the org  

1. Open Business Manager and click Users.  

2. From the Users list, click Invite Users.

You’ll need to scroll to the bottom of your users list to see this option. 

3. In the Invite a New User dialog, complete the data fields including the role. See Account setup using Business Manager for information on role permissions. 

4. Click Invite New User. 

Deactivate a user 

Deactivating a user removes the user’s platform access and completely removes them from the org. To keep a user in the org, but remove them from an ad account, see Remove a user from an ad account. 

Open the user profile by going to the Manager module and clicking Users. From the Users list, click Manage next to the user you want to work with.  

1. Click Deactivate User. 
   

   

2. In the validation box that appears, click I’m sure. 

Add an ad account to your org 

1. Open Business Manager and click Ad Accounts. 

2. Click Add Account.

You’ll need to scroll to the bottom of your ad accounts list to see this option. 

3. Complete the data fields. Optional fields are indicated by (optional) in the field help text. 

4. Click Save Ad Account. 

Add a user to an ad account 

You can add users to an ad account from the Ad Accounts list or directly from a user’s profile. 

If you’re a user who needs access to a specific ad account, reach out to your org admin following your company’s standard procedure (e.g., ticket, email).

From the Ad Accounts list

Open Business Manager and click Users. Then click Manage next to the user you want to work with. Click the Ad Account Users tab.  Click Add Users. You’ll need to scroll to the bottom of the user list to see this option.  On the Add Users window, select the users you want to add to the ad account. You can add multiple users at once.  In the Ad Account Role column, update the user roles as needed. Click Update Roles.

From the user profile

Open Business Manager and click Users. Then click Manage next to the user you want to work with. On the user profile, click the Ad Accounts tab.  Click Grant Access to an Ad Account.  Select the ad account you’re granting access to.  Assign the preferred ad account role. See About Account Setup for information on role permissions.  Click Add a user. The user will receive an email notification.  When a user is added to an ad account, they have immediate access to the account.