Role-play

An intro to Project Panama’s role-assignment features

Oh, to be a kid again!

In our childhood we often took on and quickly shed roles like “mother” and “father” for a harmless game of “House,” or titled ourselves “cashier” for a friendly game of “Store.” Some of us went so far as to be the bad guy in an action-packed “Cops and Robbers” pretend shoot-out.

Human beings engage in role-play from a very young age. But even in our adult lives, it becomes necessary to take on roles, as well as quickly drop them, if only to ensure that a job gets done.

We understand your need to assign account access and rights to others in your organization, and the new “Project Panama” system offers different levels of access that you can control. In smaller organizations, where it takes only a shout across the room to find out if a colleague is logged in to your account, it may be acceptable to have more than one person with Administrator rights.

In a larger organization, you may have several people who manage your Yahoo! accounts, but only one or two people with the rights to manage other users. Further designations may be made for users who only manage at a campaign level and do not require the ability to manage account settings, as well as for users who just want to view account data, but do not require any editing abilities.

Administrators have full rights to a Yahoo! Search Marketing account, with the ability to specify roles of additional users. You may assign roles in your search marketing account by doing the following:

• Click the Administration tab.
• Click on the Accounts link.
• If you have more than one account, identify the account and click its link. The Account Summary page opens.
• Click the Edit button in the User Administration panel. The Account Users page opens.
• Click the Add a User from Another Account link. The Select Users from Other Accounts page opens.
• Sort by first name or last name as needed to find the user in the table.
• Assign users to the account by specifying an account role for the user.
• Select “None” if you do not want the user to have access to the account.
• Click Save Changes.
• If you have one account, Click on the Master Account Users link to view a list of existing users.
• Click on a link in the “Username” column to control account access, edit roles, and reset the password for an existing user.
• Click on Add a Master Account User to display a form for creating a new user.
• Enter a username, the user’s full name and an e-mail address for the user (this e-mail address will be used to send the new user his or her log-in information). User status automatically defaults to “Active” for new users.
• Select the radio button for “Administrator” if you would like the user to have full access to the account.
• Select the “Non-Administrator” radio button if you would like to assign specific access to the user.
  Click Save Changes.

The following outlines each role and its associated rights:

Role: Administrator

Rights: Full master account access, including all accounts within it.

Role: Account Manager

Rights: Full account access with administrative editing rights, but without the ability to manage settings for the master account

Role: Campaign Manager

Rights: Full account access without administrative editing rights

Role: Analyst

Rights: Account viewing access without any editing rights

Remember to save your changes or click “Cancel” if you do not want any of your changes to take effect.

—Stephanie Bilberry, Yahoo! Search Marketing Writer