Overview
The Users & Permissions page in MNTN allows you to manage user profiles, roles, and access across your portfolios and advertiser accounts. You can add new users, edit existing ones, assign roles, and deactivate accounts as needed.
Roles & Permissions
You can create users with different user roles within your Portfolio. Each role will have different permissions within the platform and in some cases, access to different advertisers.
Quick Chart:
Roles | Reporting | Campaign Mgmt. | My Account | Billing | My Admin | Portfolio Mgmt. |
Portfolio Admin | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Advertiser Admin | ✅ | ✅ | ✅ | ✅ | ⚠️ | ❌ |
User | ✅ | ✅ | ✅ | ✅ | ⚠️ | ❌ |
Campaign Manager | ✅ | ✅ | ⚠️ | ❌ | ❌ | ❌ |
Reporting Only | ✅ | ❌ | ⚠️ | ❌ | ❌ | ❌ |
Detailed Chart:
Roles | Permissions |
Portfolio Admin | Full administrative access across an entire Portfolio.
You can:
|
Advertiser Admin | Full control over any advertiser accounts you're assigned to.
You can manage campaigns, audiences, creatives, reporting, My Account settings, and My Admin settings — but only within those advertiser accounts.
You can't access advertisers you're not assigned to. |
User | Account-level access to one or more assigned advertisers.
You can:
You can't access My Admin settings like user roles or portfolio-level reports. |
Campaign Manager | Focused access to build and manage campaigns. Ideal for tactical campaign operators.
You can create and edit campaigns, audiences, creatives, and view reporting dashboards for assigned advertisers.
You can't access My Account or My Admin settings. |
Reporting Only | Read-only access to performance data for assigned advertisers. Ideal for stakeholders who need insight without editing permissions.
You can view reporting dashboards and campaign metrics.
You can't access campaign tools, creatives, billing info, or any My Account or My Admin settings. |
Add Users
Navigate to the Users & Permissions page where you can manage user information, send password reset emails, create or deactivate users, and assign users to portfolios.
Click the + New User button.
Enter the user's first name, last name, email address, and role (Portfolio Admin or User).
Click Next.
Based on the role selected previously, you will assign the new user to either a Portfolio or an Advertiser:
If you are creating a new Portfolio Manager, assign them to one or more portfolios.
If you are creating a new User, assign them to one or more advertisers.
Review the New User information, make any required edits, and click the Add New User button.
Once you click Add New User a new invitation will be sent to that user.
📝 Note: You can check the status of your invitation in your Users & Permissions list within the "Status" column. You can resend or revoke that invitation by clicking "Manage".
User Status:
You can filter by "User Status" within the Users & Permission page. Read below for the different status types and what they mean.
Active | Deactivated | Invited | Expired |
This user has current access to 1 or more accounts in MNTN
You can deactivate users by clicking "Manage" on the Users & Permissions page. | This user previously had access, but no longer can access previously assigned accounts.
You can reactivate users by clicking "Manage" on the Users & Permissions page. | The invitation for this new user is outstanding, and has not been accepted yet.
You can revoke or resend invitations by clicking "Manage" on the Users & Permissions page. | The invitation for this user has expired since the invitation was not accepted within 5 days.
You can resend invitations by clicking "Manage" on the Users & Permissions page. |
Manage Users
Click the Manage button next to the user's name.
In the Manage User window, click the pencil icon to edit the user's first name, last name, email address, or default role.
Click Update User to save changes.
