How Do I Assign a Role to a User?

We’ll go through an overview of how to assign Roles to Users. Be aware:

1. Users are accessed and managed in My Account.
2. Roles are accessed and managed in Settings. 

Assigning Roles to Users

• In the left panel select My Account, then click Users & choose from 3 options:
  • Client Users
  • Advertiser Users
  • Partner Users
• You should now see a listing of Users. 
  • Scroll to find the User you want to assign; 
  • Or create a new User:
    • Click the ‘New User +’ button at top right;
    • A Form opens in the right pane;
    • Fill out the fields;
    • Tick radio buttons for each Role you want to assign to this User;
    • Click Save.
• Remember that you can only assign Roles to Users of the same type, i.e.,
  • Client Roles can only be assigned to Client Users.
  • Advertiser Roles can only be assigned to Advertiser Users.
  • Partner Roles can only be assigned to Partner Users.

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