Invite your team and choose seats
Invite colleagues, choose or change their seat, switch between the accounts you belong to, and see what each seat may do.
A seat is one person's place on your account. It has a permission: Owner, Admin, Manager, Analyst or Finance. The person who created the account is its Owner. Invite everyone else from the Team page.
For partner networks
A partner network's Team page works differently and has no seats. See the last section of this page.
Before you start
- Only an Owner or an Admin can invite people, change their seat or remove them.
- Your own email must be verified. See Create your account.
- Staff accounts can't be invited to a team.
- An account can send 10 invites a day.
Invite someone
- Open the Team page from the sidebar.
- Select Invite Member.
- Enter their Email Address.
- Choose a Role. The text below the list says what the page expects of it.
- Select Send Invite.
The invitee gets an email with a link. The link works once and lasts 7 days. It only works for the address you invited. Everyone has to accept an invite before they get a seat, including people who already have an account.
Until it is accepted, the invite is listed under Pending invites on the Team page, with the seat, who sent it and when it expires. Select Withdraw to cancel it: the link stops working at once. A withdrawn invite still counts towards the day's 10.
Accept an invite
The invite page shows who invited you, the account, the seat and the expiry.
- Already signed in. Select Accept Invitation. The account you joined opens.
- Signed out, with an account. Select Log In to Accept, sign in, then select Accept Invitation.
- No account yet. Select Create Account. Enter Your name and a password twice, then select Create Account and Join. The email is the invited address and can't be changed. You land in the account you were invited to. The invite already proves the address is yours, so there is no separate email to confirm. Like every new account, yours is reviewed before it can go live, and LtvAdx emails you that it is in review.
If you are signed in with another address, the page says the invite was sent to a different email address. Select Sign out and use the invited address, then sign in with it.
Switch between accounts
Your own account and the accounts you joined are listed in the account menu in the top bar. Select one to open it. The menu shows each account's type and your seat there. It only appears when you belong to more than one account.
When you sign in and belong to more than one account, LtvAdx opens the one you chose last in that browser. The first time, it asks you to Choose an account.
An agency working in a client's account doesn't see the menu. Use Back to your agency in the banner instead.
Change someone's seat
- Open the Team page.
- Select Change seat on the person's row.
- Choose the New seat and select Change seat.
The rules:
- An Owner or an Admin can change seats.
- Only an Owner can make someone an Owner, or change an Owner's seat, so an Admin sees no Change seat on an Owner's row.
- An account always keeps at least one Owner. To step down as the only Owner, make someone else an Owner first.
- Seats can't be changed while LtvAdx staff are acting as you, or by an agency working in a client's account.
The person is signed out on every device, and gets the new seat when they sign in again. Their other seats and their own account stay as they were. They see a notice in this account saying who changed their seat and to what. If you change your own seat, you stay signed in with the new one. If a change is refused, the Change seat box says why.
Remove someone
- Open the Team page.
- Select the bin icon on the person's row.
- In the Remove Access box, select Remove.
Their sessions end straight away, and the seat is gone. Any other seats they hold, and their own account, stay. If this was their only seat, their next sign-in says "You no longer have access to this account." You can invite them again later.
Only an Owner can remove an Owner, so an Admin sees no bin icon on an Owner's row. An account always keeps at least one Owner. If a removal is refused, the Remove Access box says why and the person stays on the team.
The roles the page offers
| Role on the invite form | Seat |
|---|---|
| Admin | Admin |
| Manager (shown as Campaign Manager, Account Manager, Trader or Inventory Manager, depending on your portal) | Manager |
| Analyst | Analyst |
| Finance (publisher, advertiser, agency and operator accounts) | Finance |
| Owner (offered to Owners only) | Owner |
Only an Owner can invite another Owner.
What each seat can do today
LtvAdx checks the seat in the places below.
| Area | Owner | Admin | Manager | Analyst | Finance |
|---|---|---|---|---|---|
| Invite and remove team members, change their seat, see and withdraw pending invites | Yes | Yes | No | No | No |
| Campaigns, orders, line items, creatives, custom audiences, audience segments, retargeting segments and journeys: create, change, switch on or off, delete | Yes | Yes | Yes | No | No |
| See and add credits to the wallet, billing details and invoices (ad networks have no credits to add) | Yes | Yes | No | No | Yes |
| Dispute a payout, see or change the payout account (publishers, agencies and operators) | Yes | Yes | No | No | Yes |
| Negotiate deals | Yes | Yes | Yes | No | No |
| Policy cases, political ad declarations, brand verification | Yes | Yes | Yes | No | No |
| Channels, ad breaks, channel groups, direct campaigns, SSAI slate and house promo, publisher audience uploads | Yes | Yes | Yes | No | No |
| Publisher settings: brand safety, authorized sellers, inventory and profile, DSP connections | Yes | Yes | Yes | No | No |
| Ad network DSP seats | Yes | Yes | Yes | No | No |
| Agency: add, edit, suspend and reactivate a managed advertiser | Yes | Yes | Yes | No | No |
| Operator: profile, carriage requests, household data upload | Yes | Yes | Yes | No | No |
| See every support request raised by the account | Yes | Yes | Own only | Own only | Own only |
Every seat can open and read these pages; on the ones above, the buttons that change things are hidden from a seat that may not use them. A page that isn't in this table may not check the seat yet, so give a seat only to people you would trust with your account.
A seat that tries a change it isn't allowed sees a message such as "Your seat (ANALYST) cannot make changes here" or "Only the account's owners, admins and finance members can see or fund the wallet".
Which alerts each seat gets
Alerts follow the seat. For example, wallet alerts go to Owners, Admins and Finance, and delivery alerts go to Owners, Admins, Managers and Analysts. See Alerts.
For partner networks
Your network's administrators
A partner network has administrators, not seats. Every administrator can do everything on the partner pages.
- Open the Team page.
- Enter the person's Name and Work e-mail.
- Select Invite.
They get a link that creates a separate administrator login for your network. An email that already signs in to LtvAdx as a publisher, advertiser or other account can't be used. The administrator sets a password of at least 10 characters. The row shows "Invited" and the date the link stops working. Use Resend to send a new link, which replaces the old one, or Withdraw to cancel it. Remove ends an administrator's sessions at once.
You can't remove yourself or the last administrator. Only LtvAdx can.
If something goes wrong
- "A pending invite already exists for this address". Wait for them to accept, or for the link to expire, then invite again.
- "User already has access to this account". They are already on the team.
- "This address can't be invited to a team". That email belongs to a LtvAdx staff account.
- "This account has reached its team invites for today". Try again tomorrow.
- "Verify your email first". Confirm your own email address, then invite.
- "Only an owner or admin of this account can manage team members" or "Your seat (MANAGER) cannot manage the team". Ask an Owner or Admin.
- "Only an owner can invite another owner". Ask an Owner to send it, or choose another seat.
- "Only an owner can remove an owner" or "An account needs an owner". An Admin can't remove an Owner, and the last Owner stays. Make another member an Owner with Change seat, or invite one, first.
- "Only an owner can make someone an owner or change an owner's seat". Ask an Owner to make the change.
- "You can't change seats while acting as the user". LtvAdx staff working in your account can't change seats. Make the change yourself.
- The invitee sees "Invalid Invite". The link has expired, was used already, or the invite was sent to a different address. Invite them again.
- The invitee sees "Invite was sent to a different email address". They are signed in with another email. They select Sign out and use the invited address.
- A teammate can't find your account after accepting. They open it from the account menu in the top bar.