If you're collaborating with others to manage your AdRoll campaigns, it's recommended to add them as additional users rather than sharing login credentials. This enhances security by avoiding the need to share passwords and ensures better event logging, which can be useful if unauthorized changes occur.
Adding a New User
To add a user to your AdRoll account:
1. Click the Settings gear icon in the left navigation menu.
2. Navigate to User Permissions under Company.
3. Click Add.
4. Enter the first name, last name, and email address of the user.
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- If adding multiple users, select Add Another Teammate.
5. Select the user’s access level under Role:
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- General User: Limited access.
- Administrator: Full access, including billing and user management.
6. (Optional) You can also grant General Users access to billing tools.
7. Under Profile Access, specify the profiles the user can access or select All Advertiser Profiles for full access.
8. Click Save.
The new user will receive an email with a confirmation link and instructions to set up their login. The link will expire within two weeks.
Managing User Permissions
To edit an existing user’s permissions:
1. Click the Settings gear icon in the left navigation menu.
2. Navigate to User Permissions under Company.
3. Find the user you wish to edit and click the pencil icon.
4. Adjust the user’s role to either General User or Administrator.
5. Update their Profile Access to specify which profiles they can access or grant access to all profiles.
6. Update or remove access to Billing Settings, if needed.
7. Click Save to confirm changes.
Note: You cannot change another user's email address. If an email change is required, either the user must update it themselves, or you will need to remove them and add them back with the new email.
If you encounter errors like 'user already exists' or 'email already taken' when re-adding a user, please get in touch with Customer Support for assistance.
Removing a User
To remove a user:
1. Click the Settings gear icon in the left navigation menu.
2. Navigate to User Permissions under Company.
3. Find the user you wish to remove and click the X icon.
4. Confirm the removal by clicking Delete.
Note: Once a user is deleted, they lose access to the AdRoll account. If a user is removed by mistake, you’ll need to re-add them. To assist with freeing up the email address in our database, please contact Customer Support or your Account Manager.
Things to note
- Unlimited User Seats: AdRoll offers unlimited user seats, so feel free to add team members from Marketing, Operations, and Sales. This allows them to leverage AdRoll reports and data insights.
- Browser-Specific Login: Users must log in with their individual credentials to ensure actions on campaigns and integrations are properly tracked.
- Full Access vs. Limited Access: Administrators have full account control, including managing billing and other users, while General Users can be assigned specific profiles and limited billing access.