Ads Manager Roles & Permissions
Updated
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
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:
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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.