Build your team and manage your organization by inviting new users, adjusting user roles, and removing users.
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Inviting new users
Admins can invite new users to their organization, grant access to specific ad accounts, and assign user roles.
Navigate to the user icon on the top right, and select "Users" from the drop down:
Select "Invite users":
Select the organization role:
Do one of the following:
If you've selected "Organization admin,” simply enter the email addresses for the people you'd like to invite and click "Send invitation."
If you've selected "Member" or "Guest”:
Enter the email addresses for the people you’d like to invite.
Select the ad account(s) they'll have access to
Choose a role for that user
Optional: Click "+ Add role" to add additional ad accounts and roles
Click “Send invitation.”
Adjusting existing user roles
Organization admins can adjust user roles for any org member or ad account user at any time.
Head to the "User" page as outlined above.
Find the user for whom you'd like to edit roles, click the three horizontal dots, and then click "Edit permissions":
Edit the user’s organizational or ad account roles as needed.
NOTE: If a user is assigned only one ad account role and you remove it, the ad account will also be removed. The user will need to be invited again if they need access in the future. If you want to avoid this step, be sure to assign another role before you remove the last one.
Removing existing users from your organization
Organization admins can remove users from their org at any time.
Most commonly, this can happen if an employee leaves the company or if a relationship with an agency or partner ends. Once removed, a user will immediately lose all privileges and access to the organization and any ad accounts to which they were assigned.
To remove a user, head to the "User" page as outlined above. Then, click the three horizontal dots next to the user you'd like to remove, click "Remove user," and confirm.
Removing user roles and ad account access
Organization admins can also choose to remove users from specific ad accounts (or adjust their roles). This is done by removing selected roles for each ad account to which the user is assigned.
To remove a user from an ad account but keep them in your organization, navigate to the “User” page as outlined above. Then, click the three horizontal dots next to the user you'd like to edit, and click "Edit permissions.”
This will open the user's page. Under “Ad accounts and roles," click the “x” next to the role you’d like to remove.
Once a user is removed from all roles, their access to the ad account is automatically removed. They'll maintain access to the organization, but they won't be able to collaborate on anything until they're assigned a new role in an ad account.
If the user is assigned to multiple ad accounts and you remove their role in only one, they'll still have access to other accounts in which they have a role assigned.
If you want to remove them from all ad accounts and the organization, see the previous section.
Removing yourself from the organization admin role
Ask another organization admin to remove you when you're ready to change roles or you're leaving the organization.