‎Ads Manager Roles & Permissions | Sprinklr Help Center

Ads Manager Roles & Permissions

Updated

23 days ago

This article will explain the governance permissions available for the Sprinklr Ads Manager and how to set up a Role.

Note: Do not create or edit Roles without first consulting your System Admin. Appropriate Roles for all users should have been made during Implementation.

To Grant a Role Level Permission

Click the New Tab icon . Under the Governance Console, click All Settings within Platform Setup.
On the Platform Settings window, select Workspace Roles or Global Roles within Manage Workspace or Manage Customer, respectively.
Note: It is best practise to use Global level Roles.
In the top right corner of the Roles (Settings) window, click Create Role. To learn more about creating a role, see Ads Roles and Permissions: Overview.
On the Add Role window, under Select Permissions, search and select from the below Ad Manager permissions and click Save in the bottom right corner.

Permission Details

Ads Manager Roles

The permissions available for Ads Manager within the Role setup screen - the 5 standard options are selected

The table below gives details on each of these permissions. "Standard" permissions expand the access a user has to platform tools, while "Restrictive" permissions remove access to features normally available.

Permission	Type	Description
View	Standard	Allows users to view and access the Ads Manager. If a user only has this role, they will not be able to edit or delete any ads, or do bulk imports. It is required to make the other permissions work properly.
Edit	Standard	Allows users to edit content in the Ads Manager, inlcuding both ads and ad Macros. Requires the "View" permission above to work.
Delete	Standard	Allows users to delete content in the Ads Manager. Requires the "View" permission above to work.
Import	Standard	Allows users to Bulk import Ads Manager content. Requires the "View" permission above to work. Recommend also giving the Export permission in order to use this effectively when performing bulk edits via excel.
Export	Standard	Allows users to Bulk export Ads Manager content. Requires the "View" permissions above to work.
Sprinklr Only Edit	Restrictive	Allows reporting-only users to leverage the Sprinklr capabilities such as Custom Properties, Sprinklr Campaigns, Pacing Groups, Benchmarking, etc., for effective reporting of ad performance while having restricted access to channel-specific attributes in Ads Manager. Requires the "View" permission above to work.
Existing Creative Only	Restrictive	Restricts users to use or select from existing creatives only to ensure that approved creatives are being published in Ads.
Macro Application Only	Restrictive	Restricts users to the following Ads Macro capabilities: Users will not be able to edit the macro name or other input fields. Users will not be able to build, clone, edit, or delete macros. Users can only fill in the required input fields while applying the macro and cannot make edits to the actions. Users will only have the Apply and Cancel actions.

Note: Global Admins will have all permissions in Ads Manager by default irrespective of account permissions given to the user group.

Advanced Account Level Governance

If you wish to have some ad accounts that are read only (for reporting purposes) but others that have standard create & edit permissions, please reach out to Support to enable the dynamic properties below.

Note: Ads Reporting Only customers require the DP "PAID_PARTNER_RESTRICT_CHANNEL_UPDATE" to be enabled.