This article will walk through how to select which users will have access to your Ad Accounts, and the type of access a user will have, including Manage, Boost, or View Data permissions. 

Prioritizing data ownership and security, we provide users with the ability to set tight permissions to govern access to these sensitive data assets. Taking the time to set these permissions will provide your teams a smooth experience with many sections of the platform, including the Paid Analytics module.

Setting Up Ad Account Permissions

In Socialbakers Suite, you’ll see a tab in the section Roles & Permissions that governs the permissions for Ad Accounts. This section is called Ad Account Roles. Click into this section to create an Ad Account role customized to your particular name and needs. There are also three preset Ad Account Roles with different permissions: Manage, View Data, and Boost. 

Ad Accounts have a new detail too, the tab Users. Similarly to assigning users to a profile, users can be assigned to Ad Accounts with a particular Ad Account role. All assigned users are visible in this section. 

In order to see an Ad Account on the list of Data Connections, a user must be assigned to this Ad Account. This gives you total control of who can see the Ad Account, who can see the data from these Ad Accounts, who can manage the users assigned to the Ad Account, and who can boost posts using certain Ad Accounts.

Ad Account Role Permissions

Let's dig into the three preset Ad Account Roles with different permissions: Manage, View Data, and Boost. Consult the the chart below for quick reference. The roles, shown left, have the listed permissions: 

The Manage Role and Permissions

The user assigned to an Ad Account with the Manage role will see the Ad Account Detail section.In Ad Account Detail, this user can:

• Can assign/remove Users
• Change their roles
• Can change colors
• Can remove the Ad account

The Manage role has all available permissions that the View Data role and Boost role also have. 

The View Data Role and Permissions

A user with the View Data Role has the following permission: they can see the Ad Account in the Analytics and Dashboard module of Suite and can see its data details in any sections where applicable. 

The Boost Role and Permissions

A user with the Boost role for AdAccounts has the following permissions: they can boost posts using the Ad Account connected to their boost permission. The boost permission will define which ad accounts this user will see in the drop-down list of ad accounts in the boosting panel in Publisher. 

Please note that there is a difference between this Boost Ad Account permissions and the Boost Profile permission: 

Allowing a user to use an ad account to boost posts (Ad Account Role) VS Allowing a user to boost posts from a specific profile (Profile Role) 

In order to boost posts on a specific profile using a specific Ad Account, a user needs to have both the Boost Profile Role permission and Boost Ad Account Role permission.