---
id: en/agency-features/how-do-i-assign-agency-roles-and-manage-permissions
title: "How Do I Assign Agency Roles and Manage Permissions?"
category: agency-features
language: en
updated_at: 2025-12-14
url: https://help.bidx.io/en/agency-features/how-do-i-assign-agency-roles-and-manage-permissions/
---
# How Do I Assign Agency Roles and Manage Permissions?

## Overview

The **Manage Advertisers** function is designed especially for agencies and larger teams. It lets you create additional accounts, assign individual roles, and decide for each user which pages (such as **Dashboards**, **Management**, **Discover**) they can edit, view, or not access at all. This allows you to always keep track of who in your team has which tasks and permissions.

## Accessing the Function

You can access the feature via the **Manage Advertisers** option in the user menu.

## Step-by-Step Guide

### Step 1: Open “Manage Advertisers”

You’ll find the main controls in the **User Menu** under **Manage Advertisers**. Important: This function is only visible if you are logged in as an **Administrator** or have the necessary admin rights.

### Step 2: Edit Account

To change an account, click **Edit** (pencil icon) next to the entry you want in the overview list. Here, you can adjust the **Account Type**. Choose whether the account should be set as Advertiser, Account Manager, or Administrator. Depending on your selection, additional fields may need to be filled out.

If you select **Account Manager**, you’ll also need to specify which advertisers the Account Manager can access by using **Access to these Advertisers**.

If you select **Advertiser**, you can set the permissions for Dashboard, Management, and Discover areas through **Permission Type > Custom**. For each area, you can choose between “Edit”, “View”, or “No access”.  
You can also use the **Full Access** option to give the Advertiser “Edit” permissions for all areas.

## Settings & Options

At the top, you’ll see the total available **Share of Voice Credits** and the sum of all assigned credits. There are also info fields with notes on current account status or missing connections (for example, to Amazon).

## Limitations & Special Notes

- The **Manage Advertisers** feature is only visible to administrators.
- Page rights take effect immediately: if you choose “View”, editing actions and related controls are hidden instantly. If “No access” is chosen, the page is fully restricted.
- SOV credit allocation is always limited to the total available quota.

## Tips & Best Practices

- Assign “Account Manager” rights specifically using **Access to these Advertisers** instead of giving full access to everyone.
- Use “Custom” page rights only if you really need different restrictions per area. In most cases, “Full Access” is enough.