Overview

Roles are applied to users and govern which actions they can or cannot take. For users with administrator privileges, or have role creation rights, there is the ability to create new custom roles using the Beeswax UI and API. For instructions on how to create new roles via API, see Roles.

Types of Roles

Default system roles are pre-created roles that have assigned permissions relevant to the type of role. These include:

• Administrator
• Trafficker
• Campaign Manager
• Reporting
  
  

Custom roles have the ability to custom select certain permissions that will apply to the role. Custom roles also must have a parent role applied to it prior to selecting permissions. This parent role will apply its saved permissions to the custom role, and future changes to the parent role will dynamically apply to the custom roles beneath it.

Accessing Roles

To access the Roles page, navigate to Admin > Roles at the top of the screen in Beeswax. Additionally, accounts may be created by clicking the button, then clicking Role at the top right of the UI.

Roles List View

List View Fields

Create a New Role

1. Navigate to Admin > Roles > then click New Role at the top right of the list view.
   
   
2. Complete the following available fields:
   *Required
   

   Field Name	Description
   Parent Role*	Every role must have a parent role selected. This parent role will apply its saved permissions to the custom role, and future changes to the parent role will dynamically apply to the custom roles beneath it.
   Role Name*	Desired name for Role.
   Shared Across Accounts	Toggle yes or no to allow this role to be shared across accounts within the same buzz instance.
   Archived	Toggle on or off to archive this role.
   Alternative ID (bottom of screen)	Alternative ID used for reporting in a third-party system.
   Add Notes (bottom of screen)	Any desired notes for this role.

   
   

   
   

3. After the role information is entered, four tables with specific permission groups are available for configuring the exact permissions of the role. Permission fields will be auto-selected depending on the parent role that has been applied. These fields can be removed or kept based on the use case. 
   
   

4. Apply the specific permissions that will belong to this account.

   When selecting Object Permissions, there are four columns to apply granularity to the permissions. Options will include: Read, Update, Create, Delete.

   
   

   Object Permissions	Report Permissions	Report Field Permissions	Dashboard Permissions
   account account_alert account_exchange account_group account_setting activity_log advertiser alert bid_model bid_model_version bid_modifier campaign creative creative_addon creative_asset creative_attribute creative_line_item creative_template curated_deal dashboard data_suite_audience deal delivery_modifier event event_assignment fee_log grafana line_item line_item_flight line_item_performance_stat list list_item marketplace_deal metamarkets native_offer passthrough_deal_list preset report_queue revenue_share role search segment segment_category segment_category_association segment_category_sharing segment_sharing segment_upload site site_list static strategy targeting_expression targeting_module targeting_template test_group test_plan user user_field vendor vendor_fee	Performance Report Inventory Report Platform Report Mobile App Report Domain Report Conversion Report Vendor Report Geography Report Zip/Postal Code Report Bid Performance Report Segment Delivery Report Pacing Report Deal Report Events Report Incrementality Report Billing Report Bid Decision Report Performance Report V2	Account Data e.g. Account ID, Account Name Advertiser Data e.g. Advertiser Domain, Advertiser Name Alternative IDs e.g. Campaign Alt ID, Line Item Alt ID App Data e.g. App Bundle, App Name Bidder Information e.g. Data Center, Seat ID Bidding Strategy e.g. Bid Modifier Name, Bid Shade Billing Data Campaign Data e.g. Campaign ID, Campaign Name Conversion Data e.g. Conversions, Event ID Core Metrics e.g. Impressions, Clicks Creative Data e.g. Creative ID, Size Currency e.g. Currency Experiments e.g. Test Plan ID, Test Group ID Geography Data e.g. Country, Metro/DMA ID Data e.g. ID present Inventory Cost e.g. Inventory Cost, Inventory Cost USD Inventory Data e.g. Environment Type, Inventory Source Line Item Data e.g. Flight ID, Line Item ID Margins e.g. Gross Margin, Net Margin Pacing Metrics Platform Data e.g. Browser, Device Type Publisher Data e.g. Publisher ID, Publisher Name Reach and Frequency Metrics Revenue e.g. Revenue Segment Data e.g. Segment ID, Segment Name Site Data e.g. Site Name, Domain Spend Data e.g. CPM, Spend Vendor Data e.g. Vendor Fees, Vendor Fee Name Video Metrics e.g. Video Completes, Video Plays Viewability Data e.g. Invalid Impressions, Viewable Impressions Account Revenue Share Data	Performance embed group test Prod Perf All dashboards in other accounts Only applies to users with all-account access

   
   

   
   

5. Click Save on the bottom right corner.