User management

OpenX 2.6 introduces new user management features that define a number of roles you can assign to users. One user can have multiple roles, and can move between them to perform the actions associated with these roles. One entity (manager, advertiser or website) can now have multiple users associated with it.

The user roles are:

The following table provides a summary of the user roles:

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 preferences
  • 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
  • Link users to the website
 Publisher or Affiliate
Advertiser
Advertiser rights can include any of:

  • View campaigns
  • Modify banners
  • Activate campaigns
  • Deactivate campaigns
  • Link users to the campaign
 Advertiser or Client

It is not necessary to log out and log back in to OpenX to move from one user role to another. To change role, simply select one from the list of roles on the Working as menu.

To create a manager account and link a user to it:

  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, click Add new manager account.
  3. In the * properties* tab, enter details for the manager account and Save.
  4. In the User Access tab, click Link new user and either:
    a. enter the username of an existing user or
    b. enter a new username for a new user.
  5. For new users, enter their details in the user details screen.

To create an advertiser and link a user to it:

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

To create a website and link a user to it:

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