Manager accounts

Manager accounts allow discrete collections of advertisers/websites to be independently managed within an OpenX installation.

Overview

A "Default" manager account is automatically created for you during the installation/upgrade process. Advertisers and websites created under this manager account are not visible to other manager accounts.

You can setup as many manager accounts as you like, for example if you have an Advertiser or Publisher who wants to traffic all of their own campaigns and zones. You can create a manager account for them, and they can run OpenX as if it were their own setup.

Note that if you want to link a banner from an advertiser belonging to one manager account to a zone in another manager's account you should treat this transaction as if the two manager accounts are on two separate servers:

• Create a tag from the source manager account and load it as an HTML banner in the destination manager account
• In order to track clicks, make sure that you select 'Alter HTML to enable tracking of AdClicks', and select 'Rich Media - OpenX' from the associated drop-down.

Account Management

Only administrator accounts are able to edit manager accounts, if your user is linked to the admin account, you can use the user-switcher to switch to the administrator account

The "Inventory" tab will the allow you to edit the manager accounts in the system.

Adding a new manager account

Make sure you are working as administrator, and click the "Inventory" tab then click the 'Add new account' link.

The 'Add new account' page displays.

Here you add information that identifies the new agency and the contact details for the agency user. Saving changes on this page takes you back to the list of configured accounts in the system

The account has now been created you probably want to create a user account to link to this manager account now:

• Click on the name of the newly created acount
• Click on the "User access" tab
• Click "Add user"
• Enter the desired username (any existing matching usernames are displayed, if you want to link an existing user, select it from the list, otherwise enter a new username)
• You can then enter the details (password, email, language etc) for the user