# Add New User Account

**Navigate to User Management**

Go to **Ad Managers > Ad Managers List > Add Account**.

![Add User Account](https://1657844935-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lqy6ANIkDOJ0f2iOP3Z%2F-LstgBzGfuXowvLKOmCM%2F-LsthLIUW1ETaQ-kzHaQ%2Fimage.png?alt=media\&token=1a9b053e-0bf0-4a09-ac75-65510f217be2)

#### **Define User Roles and Permissions**

**Roles** determine a user’s access to platform sections. Available roles:

* **Administrator**: Full system access.
* **AM (Advertisers Manager)**: Manages advertisers and offers.
* **PM (Publisher/Affiliate Manager)**: Manages affiliates and offers.
* **Finance\&Sales**: Access to billing and sales reports.

#### **Configure Data Permissions**

The table below outlines permissions for each role across platform modules:

|             | Administrator | AM                              | PM                             | AM\&PM                                                           | Finance\&Sales |
| ----------- | ------------- | ------------------------------- | ------------------------------ | ---------------------------------------------------------------- | -------------- |
| Dashboard   | All           | Advertiser\&Offer for the AM    | Advertiser\&Offer for the PM   | Determine AM\&PM account permissions                             | All            |
| Advertiser  | All           | Advertiser for the AM           | All                            | Advertiser for the AM                                            | All            |
| Affiliate   | All           | All                             | Affiliate for the PM           | Affiliate for the PM                                             | All            |
| Report      | All           | Advertiser\&Offer for the AM    | Advertiser\&Offer for the PM   | Determine AM\&PM account permissions,AM  is displayed by default | All            |
| Adv Billing | All           | Advertiser‘s Billing for the AM | All                            | Advertiser‘s Billing for the AM                                  | All            |
| Aff Billing | All           | All                             | Affiliate‘s Billing for the PM | Affiliate‘s Billing for the PM                                   | All            |

**Add Sub Accounts**

1. Click **Modify** on the manager’s account.
2. Select **Add Sub Account**.
3. Sub accounts inherit data permissions from their parent manager.

<figure><img src="https://1657844935-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lqy6ANIkDOJ0f2iOP3Z%2Fuploads%2FGmGN0O73T0xmNG816nU6%2Fimage.png?alt=media&#x26;token=f5ed7b71-24b1-49c4-97e7-4a3b1a7cddf2" alt=""><figcaption><p><strong>Add Sub Accounts</strong></p></figcaption></figure>

#### **Step 5: Set Up Auth Templates**

1. Go to **Ad Managers > Auth Template > Add > Customer**.
2. Customize permissions for roles (e.g., AM, PM, Finance\&Sales).
3. Save the template to apply standardized permissions.

![Custom permission template](https://1657844935-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lqy6ANIkDOJ0f2iOP3Z%2F-LstgBzGfuXowvLKOmCM%2F-LstjM8ITJJjE-xxXrTt%2Fimage.png?alt=media\&token=ad31f003-9587-4944-8dca-a3f6e8078406)
