Accounts and users

Last updated on April 6, 2018

Note: Some features mentioned here may not be available in your region or based on your user roleA grouping of user capabilities that describe the tasks a user can perform in OpenX.. For more information, please contact your OpenX representative. If you do not have an OpenX representative, contact us to speak with someone about the right OpenX features for your business.

Your businesses and business relationships are represented in OpenX Ad ServerA complete digital advertising platform where publishers sell, manage, and deliver their advertising inventory across all digital formats. through your account structure, which defines who you work with, and what you do for them. Your users represent the individuals who will be logging in to OpenX Ad Server and performing tasks on behalf of these accounts.

When OpenX initially sets up your OpenX Ad Server implementation, they create your main account with an administrative user who has the appropriate user access to create additional OpenX Ad Server accounts and users. Then, you need to determine the accounts you need to set up. In doing this, consider the purpose of each account (e.g., ad networkAn OpenX account type, which represents a business that manages other businesses and typically contains and manages both publisher accounts and advertiser accounts., publisherAn account type that represents a business with ad space to sell., or advertiser), and the relationships between them that you need to represent in your OpenX Ad Server account structure.

Then, an administrative user needs to:

  1. Create accounts to represent your business structure.

  2. Create users and grant them roles which determine the tasks they can perform in OpenX Ad Server.

    Note: The ability to create users is only available in OpenX Ad Server. If you do not have Ad Server, contact your OpenX representative to create users and grant them roles.

Afterward, you can manage your accounts and users as necessary.

Users

Users represent the people who perform tasks in OpenX Ad Server. OpenX creates a user for each individual who accesses OpenX Ad Server on behalf of an account. When creating a user, OpenX specifies their primary account and grant them roles which determine the tasks they can perform in OpenX Ad Server. User capabilities describe the tasks that users can perform in OpenX Ad Server. These are granted to users through the system roles that you assign them to.

Account types and user roles

Note: The Admin roleA grouping of user permissions, which, when assigned to a user, defines the tasks that they can perform on behalf of their accounts. in the following table is an OpenX internal role.

This account typeIndicates the intended purpose of an account, which determines what objects it can contain and influences what users logged in to the account can do in OpenX. For example, advertiser accounts contain orders, publisher accounts contain inventory, and ad networks contain other accounts.... And this user role... Allows users to...
Ad Network Admin
  Demand-only Admin
  • Manage the network account and its demand-only users.

  • Manage its advertiser and agency subaccounts and their objects.

  • Manage audience segments.

  • View its publisher and network subaccounts and their objects.

  • View all reports that the network account has access to.

  • View Dashboard, Reports, Orders, Inventory (read-only), Forecast, and Accounts tabs.

  Restricted Demand-only Admin
  Supply-only Admin
  • Manage the network account and its supply-only users.

  • Manage its publisher subaccounts and their objects.

  • Manage ad products.

  • Manage selling rules.

  • Manage audience segments.

  • View its advertiser subaccounts and their objects.

  • View all reports that the network account has access to.

  • View Dashboard, Reports, Orders (read-only), Inventory, Forecast, Deals, Pricing Controls, and Accounts tabs.

  Reporting Only
  • View all sub-objects for their ad network account only.

  • View all reports that the network account has access to.

  • View, but not edit account settings.

  • View (read-only) Dashboard, Reports, Orders, Inventory, Forecast, Deals, and Accounts tabs.

Publisher Admin
  • Manage the publisher account and its users.

  • Manage all of its objects, including sites, ad units, and unit groups, sections, and audience segments.

  • View all reports that the publisher account has access to.

  • View Dashboard, Reports, Inventory, Ad Quality, Deals, Pricing Controls, and Accounts tabs.

  Reporting Only
  • View all sub-objects.

  • View all reports that the publisher account has access to.

  • View, but not edit account settings.

  • View (read-only) Dashboard, Reports, Inventory, Deals, and My Account tabs.

Advertiser Admin
  Restricted Admin
  • Manage the advertiser account and the current user.

  • Manage all of its objects, including orders, line items, ads, creatives, conversion tags, and audience segments.

    • Editing a line item changes its status to paused or pending.

    • Creating an ad changes the status of its parent line item to paused or pending.

    • Cannot edit a creative.

  • View all reports that the advertiser account has access to.

  • View Dashboard, Reports, Orders, and My Account tabs.

    Note: Users can't activate line items or update the status for orders, line items, or ads.

  Reporting Only
  • View all advertiser sub-objects.

  • View all reports that the advertiser account has access to.

  • View, but not edit their current account settings.

  • View (read-only) Dashboard, Reports, Orders, and My Account tabs.

Ad AgencyIn OpenX, an account type that represents a business that provides services to advertisers. Reporting Only
  • View all reports that the agency account has access to.

  • View, but not edit their current account settings.

  • View (read-only) Dashboard, Reports, Orders, and My Account tabs.

 

This topic applies to Ad Server. This topic applies to SSP. Most SSP activities are completed by OpenX.

Fill out my online form.