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Yahoo! Ads Help

How to Add Users and Set Roles

Follow the procedures below to add Campaign Management Tool users, check their roles, and change their settings.

Tips
Only 'administrator' can add users and set roles.

Type of roles

Following four type of roles are available on Yahoo! Ads. You can check roles assigned to different users in the [Roles] tab on the Campaign Management Tool.

Type description
Administrator Administrators have the rights to update registrations for all accounts owned, allowing them to register payment details,process payments, add users, change Administrator roles, etc.
The person listed as the primary business contact during initial subscription to Yahoo! Ads is set as 'Administrator' by default.
Tips
  • Adding a new administrator can be processed on Yahoo! JAPAN Business Manager.
  • Up to five 'Admin access' rights are available for a company (official agencies are not in this case).
User (Edit)

A user with the Edit role is able to register/edit account details by performing actions such as turning on/off of display settings on each account.
Following actions are available with this role:

  • Referring operation history
  • Switching Display Setting (On/Off) of account
  • Changing bids
  • Editing campaigns and ad groups
  • Creating/deleting keywords and ads
Tips
To add a user (Edit), the administrator first needs to register the user on Yahoo! JAPAN Business Manager, and then set up roles on the Campaign Management Tool.
User (Read only)

A user with this role is only able to read details of an account. Following actions are available with this role:

  • Browsing ad creatives, editorial review status, performance data
  • Browsing and downloading performance report (but not able to create/delete a report/template)
  • Browsing monthly billing statement, billing transaction detail 
  • Acquiring conversion tag
Tips
To add a user (Read only), the administrator first needs to register the user on Yahoo! JAPAN Business Manager, and then set up roles on the Campaign Management Tool.
User (no role) A user with this role is able to access a limited selection of tools in the Management Tool, but is unable to access accounts to which she/he has no rights.
Tips
When a new user is added on Yahoo! JAPAN Business Manager, the user will be set as 'no role' as default. Please update the role to 'Edit' or 'Read only' if necessary.

How to Add Administrator / User (on Yahoo! JAPAN Business Manager)

Steps
  1. Click [Roles] tab on the Campaign Management Tool.
    Tips
    [Roles] tab can be seen by Administrator only. Not visible for other user types.
  2. Click [Add Users] in Yahoo! JAPAN Business Manager part on the right top.
  3. On the Tool Manager of Yahoo! JAPAN Business Manager, click [+Create a New User].

    Create a New User
  4. Enter required information of the new user such as user name, email address.
    *Following image is an example. Please register with accurate information. 
    User Information

    Tips
    • In the 'Authorities' on the bottom, select appropriate option for the role of new user.
      Authorities

      • To add a new administrator, select  'Tool administrator permission'.
      • To add a new user (Edit, Read only, no role), select 'Tool access permission'.
    • 'Tool administrator permission' cannot be selected if the number of the administrators has reached its maximum. 
    • The role 'Administrator permission' is the role to manage the registered organization information on Yahoo! JAPAN Business Manager. Learn more details about the role on the following help topic.(available only in Japanese)
      Administrator role
  5. Click the [Submit] button to review.
  6. After confirming the entered information, click the [Register] button to complete.
    Tips
    After the authorization complete, an email will be sent to your email address which you entered on the account registration process. If you are a new administrator or a new user, please confirm the authorization email and continue to complete the operation for Yahoo! JAPAN Business ID authorization.
    Related topic (available only in Japanese): 
    Web Authentication
Note
Once after you added a user by the process above, a new “User (no role)” will be selected as default. The “User (No role)” cannot edit/review ad creatives added on the account. You can change the role of added user to “User (Edit)” or “User (Read only)” on the Campaign Management Tool by following the steps of How to Set Users’ Roles.

How to Set User Roles (on the Campaign Management Tool)

Changing user roles are available on the Campaign Management Tool by account or by user.

Note
Although a single user can own roles of multiple accounts, he/she cannot own multiple roles for a single account.

User Role Management by Account (Review/Change Roles)

You can review and change user roles set for each account.

Steps
  1. Click [Roles] tab on the Campaign Management Tool.
  2. Click the "User Role Management by Account" sub-tab of the [Roles] tab.
  3. A list of roles for each account appears. Click the "+" next to "Services" to check user settings and role types for each account.
  4. To change roles, click the [Set User Roles] button in the "Edit Roles" section to display the "Set User Roles" page.
  5. A list of users for the given account appears. Select the role to assign to a user by clicking any one of the radio buttons (None, Read Only or Edit).
    Tips
    To change roles of all users under the account in bulk, click [Bulk Role Setting] button on the right top of the list, and select appropriate role option, then click [submit] button to submit.
  6. Click the [Save] button to complete.

Account Role Management by User (How to Check/Change Roles)

You can confirm and/or change role details of accounts assigned to each user.

Steps
  1. Click [Roles] tab on the Campaign Management Tool.
  2. Click the [Account Role Management by User] tab in the Roles page.
  3. A list of roles for each user appears. Click "+" next to "Services" to check accounts to which each user has access and the types of her/his roles for the accounts.
  4. To change roles, click the [Set Account Roles] button in the "Edit Roles" section to display the "Set Account Roles" page.
  5. A list of roles for the given user appears. Change the roles as desired by clicking one of the radio buttons.
    Tips
    To change all user roles selected in step 4 at the same time, click the "Bulk Role Setting" button at the upper right corner of the list, select a role, and click the [Change] button. * The bulk role setting feature can only be used to assign the same role to all accounts.
  6. Click the [Save] button to complete.

How to Set Administrator Role

To add or change settings for the Administrator, click the "Set Administrator Roles" button displayed on the right side of the "Roles" page and edit the required settings in Business Manager.
Refer to the following Help pages for how to change the settings in Business Manager.  (available only in Japanese)
Add or Change Administrator
Cancel Administrator
Change Tool Roles

Note
The [Roles] tab can be seen by the Administrator only.