This guide outlines the process of granting role-level permissions through your platform’s Governance Console. Proper role assignment is essential for managing user access effectively and ensuring security across your workspace or customer setup. This article provides step-by-step instructions on creating and assigning roles, emphasizing best practices and specific permissions tailored to your operational requirements.

​

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.

• On the Add Role window, under Select Permissions, search and select from the below Ad Pivot permissions and click Save in the bottom right corner.

Overview for Ads Pivot Permissions

​

Managing roles and permissions effectively ensures the governance and functionality of your system. By following best practices and consulting your System Admin before making any changes, you can ensure that appropriate roles are assigned to users, providing them with the necessary access levels to perform their tasks efficiently and securely.