Default Roles
The following default roles are available on the platform:
Media Owner Default Roles
Role | Description |
Administrator | Full access to all features. Can manage users, configure settings, and perform all operations within the organization. |
Operations Manager | Manages day-to-day operations: screen inventory, scheduling, availability, and operational workflows. Cannot manage billing or user accounts. |
Campaign Planner | Plans campaigns, builds media proposals, and manages campaign schedules. Read-only access to inventory and audience data. |
Ad Operations | Manages ad serving, creative trafficking, programmatic deal setup, and delivery monitoring. |
Content Manager | Manages creative content: upload, review, approval workflows, and content scheduling across screens. |
Creative Approver | Reviews and approves or rejects creative submissions. Cannot upload or modify content directly. |
Finance Manager | Accesses revenue reports, billing data, invoice generation, and financial reconciliation. Cannot modify operational settings. |
Billing Admin | Manages billing configuration, payment methods, invoice disputes, and financial account settings. |
Sales Rep | Accesses inventory availability, pricing information, and client communication tools. Can generate proposals but cannot execute campaigns. |
Agency Default Roles
Role | Description |
Administrator | Full access to all agency features. Manages users, clients, and organizational settings. |
Account Director | Oversees client accounts at a strategic level. Can view all campaigns and financial summaries across clients but typically delegates execution. |
Account Manager | Manages specific client relationships. Can create and modify campaigns, view performance reports, and communicate with media owners for assigned clients. |
Media Planner | Plans media campaigns: audience research, screen selection, budget allocation, and proposal creation. The strategic planning role. |
Media Buyer | Executes media purchases: places orders, manages programmatic bids, negotiates rates, and confirms bookings. The tactical buying role. |
Creative Director | Oversees creative strategy and reviews creative output. Can approve or reject creatives but does not typically handle media planning or buying. |
Creative Manager | Manages creative production: uploads assets, coordinates creative approvals, and ensures creative specifications match screen requirements. |
Analyst | Accesses campaign performance data, audience analytics, and reporting tools. Read-only access — can generate reports but cannot modify campaigns. |
Advertiser Default Roles
Role | Description |
Administrator | Full access to all advertiser features. Manages users, brand settings, and organizational configuration. |
Marketing Manager | Plans and oversees marketing campaigns. Can create campaigns, set budgets, and review performance. The primary operational role. |
Brand Manager | Manages brand-specific settings, creative guidelines, and brand-level campaign oversight. Focused on brand consistency. |
Approver | Reviews and approves campaigns, budgets, and creatives before they go live. A governance role that ensures compliance with brand standards. |
Viewer | Read-only access to campaign data, reports, and dashboards. Cannot create or modify anything. Ideal for executives who need visibility without editing capability. |
Tech Partner Default Roles
Role | Description |
Administrator | Full access to all tech partner features. Manages integrations, seat issuance, and organizational settings. |
Account Manager | Manages client relationships for the tech partner. Can issue and manage seats, view client usage, and handle support escalations. |
Sales Manager | Accesses sales pipeline tools, prospecting data, and proposal generation. Focused on new business development. |
Operations | Manages technical operations: API configurations, integration health monitoring, and seat provisioning. The technical execution role. |
Partner Default Roles
Role | Description |
Administrator | Full access to all partner features. Manages contracted organizations, users, and partner-level settings. |
Account Manager | Manages specific contracted organizations. Can create and configure organizations within the partner's portfolio. |
Business Development | Focuses on identifying and onboarding new client organizations. Can initiate organization creation but may not configure contracts. |
Solution Architect | Provides technical consultation for client implementations. Can view configuration details and recommend product setups but typically does not execute changes. |
Technical Integration | Manages technical integration details: API keys, webhook configurations, data exchange protocols, and integration health monitoring. |