AdStart/AdStart portal — overview/Accounts, roles and contactsPublic⬇ PDF⬇ MD

Accounts, roles and contacts

How a company administrator adds users, assigns roles, keeps contacts and temporarily revokes access.

Account and contact

  • An account — portal login, roles and access to companies.
  • A contact — a record about a person in the company card (manager, contracts, finance, technical, client contact); it may have no login.

The contact form doesn't create an account. When an administrator saves an account assigned to a company, the portal itself creates or links a contact with the same email.

Roles

Role Can
Advertiser administrator Everything in its company, including assigning managers and viewers
Advertiser manager Create and run campaigns, creatives, reports
Advertiser viewer View only
Rights holder / sales house administrator Manage its company, assign managers and validators
Rights holder / sales house manager Work with inventory and campaigns on its channels
Validator Only approve, reject or request changes to creatives for its ad places
AdStart Owner / Admin / AdOps The portal team

One account can have different roles in different companies — add a separate assignment row, not a new account. A role can't be assigned above your own authority.

Adding a user

  1. Administration → Accounts → Add account.
  2. Name, a unique email, phone (if known), status.
  3. An assignment row: company → role; if needed, a description of the access scope.
  4. Save. For the person to create a password, send an invitation — the link arrives at their email.

Statuses

Status Meaning
Active Can work according to their roles
Invited The account is created; the password isn't set yet or the email isn't confirmed
Inactive Login is suspended

To revoke access temporarily — open the account, choose "Inactive" and save. Deleting erases the account and frees the email, but doesn't delete the company and contacts. You can't delete or deactivate your own account.

Contacts

Keep working contacts in the company card → Contacts:

  1. Add contact → type, name, email, phone, notes.
  2. If needed, choose a Linked account — the name, email and phone are filled in from the account; you can immediately add a role in this company without changing access in others.
  3. To avoid duplicates — one work email and checking the list before creating.

Company card

Logo, website, legal details (registration code, VAT, addresses, IBAN), contracts (generated from a template: draft → generated → pending signature → signed) and contacts. Only the AdStart team changes the company's review status.

Updated: 2026-09-23Tags: #акаунти #ролі #контакти #запрошення #доступQuestion about this page?