Overview
Depending on your role and permissions, you can access, edit, and create advertiser accounts directly from the platform. This article walks you through how to switch between advertiser accounts, update an existing advertiser's information and assignments, and create a new advertiser account from scratch.
Access Advertiser Accounts
If your user is assigned to more than one advertiser, you can switch between them by selecting the Change Advertiser button on the upper right corner of the MNTN platform.
Manage Advertiser Information
To manage an advertiser's permissions, you must first ensure you have the admin permission set.
In the upper-right corner, click your account name.
Select My Account.
In the left-hand side menu, click Portfolios & Advertisers.
Select Advertisers.
Here you will find the advertisers assigned to your Portfolio.
To view the Edit Advertiser window, click Manage.
To edit your settings and assignments for either Advertiser, Portfolio, and/or User, click on the pencil icons to each section.
Create New Advertisers
From the Portfolios & Advertisers window:
Click + New Advertiser.
In the New Advertiser window, fill in the company information.
Click Next.
Assign your new advertiser to the correct Portfolio. You can only assign advertisers to Portfolios that you have Admin Access to.
Assign the users that you would like to have access to this new advertiser. You will only see users populate that are already assigned within your Portfolio.
When you are done assigning users, click Next.
📝 Note: If you are not sure what users need to be assigned, you can always skip this step and add them later. You can manage user assignments within the Users tab.
Review your new advertiser details and make any necessary changes here by clicking on the pencil icons.
Once you have made all your changes, click Add New Advertiser to save changes and create your new advertiser account.