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Accounts and Users

Publishers

Last updated on October 21, 2019


An OpenX Partner Services representative initially sets up your accounts and users to get started. An account administrator is then able to set up additional accounts and users as needed.


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Overview

Your businesses and business relationships are represented in the OpenX user interface (UI) 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 and performing tasks on behalf of these accounts.

When OpenX initially sets up your implementation, they create your main account with an administrative user who has the appropriate user access to create additional OpenX accounts and users. Then, you need to determine the accounts you need to set up. In doing this, consider the purpose of each account (such as ad network, publisher, or advertiser), and the relationships between them that you need to represent in your OpenX 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.

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

NOTE

Some features mentioned here may not be available in your region or based on your user role. For more information, please visit the OpenX Community.


Account Types

OpenX supports multiple account types, depending on your configuration. Initially, OpenX sets up your main (or root) account. Then you set up additional accounts, each representing a component of your business structure, either a business or business unit, or a business relationship.

For each account, you need to specify:

  • A managing account, which defines your natural account relationships (that is, a managing account has full administrative permissions to a managed account).

  • An account type, which defines the intended purpose of the account and its capabilities, in addition to other details. To do this, you must be an administrative user with the appropriate user access.

  • An account experience, which (when combined with a user’s role) determines a user’s view when logged into the account.

Depending on your OpenX user access, you can create any type of account through the Accounts tab.

NOTE

After you create and save an account, you cannot delete it.

Account types and account experiences. For each account you set up in OpenX Ad Server, you need to specify an account type and account user experience, which determine the capabilities that the account has in OpenX Ad Server, as well as the view that users will see when logging in to that account. For example, indicating that an account is an advertiser account means that users may create orders in it, but it would not contain inventory-related objects, such as sites.

  • Ad network: Represents a business that manages publisher’s inventory and advertiser’s demand against that inventory; it is a container account for other accounts, such as publisher accounts and advertiser accounts.
  • Publisher: Represents container for inventory, which it may classify for monetization specifically through OpenX, or through other means.
  • Advertiser: Represents a container account for orders.
  • Ad agency: Represents a business that, typically, views and analyzes reporting data for advertiser accounts.
NOTE

The only account type that can contain, and therefore manage, other accounts, is an ad network.


Account types and experiences

Account typeAccount experiencesDescription
AdvertiserAdvertiserDepending on a specific user’s capabilities, they’ll see all screens for managing the advertiser account, along with all screens necessary for trafficking their ads.
AgencyN/ADepending on the user’s specific capabilities, they’ll see all the screens necessary to run reports for the accounts they have relationships with.
NetworkDisplay NetworkDepending on a user’s capabilities, they’ll see all screens for managing the network and its accounts.
PublisherEnterprise PublisherDepending on a user's specific capabilities, they’ll see all screens for managing the publisher account, along with all screens necessary for managing their inventory and trafficking ads to it.
 Self-serve PublisherDepending on a user’s specific capabilities, they’ll see all screens for managing their inventory to sell through the exchange.

User Roles

Users represent the people who perform tasks. OpenX creates a user login for each individual on behalf of an account. When creating a user, OpenX specifies their primary account and grants them roles which determine the tasks they can perform in OpenX.

NOTE

The Admin role in the following table is an OpenX internal role.

The table below lists the available user tasks by account type and user role.

This account typeAnd this user roleAllows users to
Ad NetworkAdmin• Manage the network account and its users.
• Manage all of its (and its managed accounts) objects.
• View all reports that the network account has access to.
• View Dashboard, Reports, Inventory, Ad Quality, Deals, Pricing Controls, and Accounts tabs.
 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, Inventory (read-only), and Accounts tabs.
 Restricted Demand-only Admin• Manage the network account and the currentuser.
• 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, Inventory (read-only), and Accounts tabs.
 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, Inventory, Deals, Pricing Controls, and My Account 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, Inventory, Deals, and Accounts tabs.
PublisherAdmin• Manage the publisher account and its users.
• Manage all of its inventory, including sites, ad units, ad 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.
 Inventory Operations• View (read-only) all of the publisher’s inventory, including sites, ad units, ad unit groups, sections, and audience segments.
• Create and manage Private Marketplace deals on the Deals tab and packages in Inventory > Packages.
• View all reports that the publisher account has access to.
• View, but not edit account settings.
• View (read-only) Dashboard, Reports, Inventory, and My Account 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.
AdvertiserAdmin• Manage the advertiser account and its users.
• Manage all of its objects.
• View all reports that the advertiser account has access to.
• View Dashboard, Reports, and My Account tabs.
 Restricted Admin• Manage the advertiser account and the current user.
• Manage all of its objects.
• View all reports that the advertiser account has access to.
• View Dashboard, Reports, and My Account tabs.
 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, and My Account tabs.
Ad AgencyReporting Only• View all reports that the agency account has access to.
• View, but not edit their current account settings.
• View (read-only) Dashboard, Reports, and My Account tabs.