Home » OpenX 2.6 User Guide

Users

Note: This article is for an old version of OpenX.

The latest OpenX documentation can be found at the following URLs:

A user is any person who uses the OpenX interface and has a username and password with which to log into the OpenX installation. A user is linked with at least one OpenX account, and can be linked with a number of accounts. A user can have multiple roles for different linked accounts. Each role has its own set of permissions, which define the actions a user can perform on the associated account.

User roles

The user roles in OpenX are:

  • Administrator
  • Manager
  • Advertiser
  • Website

The following table describes the permissions associated with each user role.

Role
Permissions
2.4 equivalent
Administrator
Server administrator rights

  • Create manager accounts
  • Add users to manager accounts
  • Can act as a manager
  • Create other administrator users
  • View Home and User log pages
  • Manage global and maintenance settings
  • Access to direct selection
 Administrator
Manager
Account manager rights

  • Create and manage advertisers and websites
  • Add other manager accounts
  • Add users to advertisers and websites
  • View Home and User log pages
  • Manage account preferences
  • Access to channel management
 Agency
Website
Website rights can include any of:

  • Create zones
  • Link banners to zones
  • Generate invocation code
  • Add users to the website
 Publisher or affiliate
Advertiser
Advertiser rights can include any of:

  • View campaigns
  • Modify banners
  • Activate campaigns
  • Deactivate campaigns
  • Add users to the campaign
 Advertiser or client

It is not necessary to logout of OpenX and then log back in to move from one user role to another. To change user roles, select this option from your list of roles in the Working as menu (on the top-right of the screen).

Adding users

The role of a user depends on the entity you link to the user. 

To link a user to a manager account and provide this user with manager permissions:

  1. Ensure that you are working as an administrator. (If you do not have administrator rights, you cannot perform this task.)
  2. In the Inventory > Account Management tab, select a manager account to link to the user, or click Add new manager account and enter details for the manager.
  3. In the User Access tab, click Link new user and either:
    1. enter the username of an existing user or
    2. enter a new username for a new user.
  4. For new users, in the user details screen enter details for the new user.

To link a user to an advertiser and provide this user with advertiser permissions:

  1. Ensure you are working as a manager. (Only managers can perform this task.)
  2. In the Inventory > Advertisers & Campaigns tab, select an advertiser to link to the user, or click Add new advertiser and enter details for the advertiser.
  3. In the User Access tab, click Link new user and either:
    1. enter the username of an existing user or
    2. enter a new username for a new user.
  4. In the Link user page, enter details (for new users) and select the actions this user can perform.

To link a user to a website and provide this user with website permissions:

  1. Ensure you are working as a manager. (Only managers can perform this task.)
  2. In the Inventory > Websites & Zones tab, select a website to link to the user, or click Add new website and enter details for the website.
  3. In the Website properties > User Access tab, click Link new user and either:
    1. enter the username of an existing user or
    2. enter a new username for a new user.
  4. In the Link user page, enter details (for new users) and select the actions this user can perform.

Changing user details

To view and change user preferences for a specific role:

  1. In the Working as menu, select the role.
  2. Select the My Account > User Preferences tab.
  3. Users can view the Name and Language details for this user role, and can view and change the Email address and Password.
‹ Home pageupAccounts ›
»