How To: Add User to Yahoo Search Marketing Account

Summary:
This article explains how to allow other users access to your Yahoo Search Marketing account. This is something I do when managing Yahoo PPC campaigns. Yahoo has three access levels, any of which you can assign to new users on your account.
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Adding a User to Yahoo PPC

  1. First, log in to your Yahoo advertising account by clicking here.
  2. Once logged in, click the “Administration” tab.
  3. At the administration page, click the “Master Account Users” link just below that tab.
  4. Next you should see a list of users on your account. In most cases, you’ll be the only one.
  5. Now click the link toward the top left of the list of users that reads, “Add a Master Account User”.
  6. Most of the information is self-explanatory, so enter all the easy stuff.
  7. Next, select “Non-administrator”.
    1. A bit about choosing the master account role: You have a choice between “Administrator” and “Non-administrator.” Administrator means the user will have complete access to everything on the account…in other words, he/she will see everything you see and be able to do everything you do (assuming you’re the account owner). That includes creating new users, deleting users, managing payment methods, etc… For the purpose of managing an account, I only need “Non-administrator” status, so make sure the “Non-administrator” radio button is selected.
  8. Next, select “Campaign Manager”.
    1. A bit about choosing the new user’s role: You have three options here, 1) Account Manager, 2) Campaign Manager, and 3) Analyst; these represent different access levels and I’ll explain those in more detail here:
      1. Account Manager: This is full access and is pretty much the same as setting the Master Account Role to “Administrator” as described in part 7.1 above. The only difference being that an account manager cannot add or remove other users from this account. He can do everything else an administrator can.
      2. Campaign Manager: This is the role I need to manage a client’s account. This role allows me access to everything in the account except for the “Administration” tab, where any sensitive payment and account access information lies. In simple terms, this role allows me to create and manage ad campaigns, and nothing more.
      3. Analyst: A user with this role can see everything the “Campaign Manager” can see, but he can’t change anything. In simple terms, look but don’t touch.
  9. Finally, click “Save Changes”. Within about 10 minutes the new user you added will receive an email at the email address you entered inviting him to log in.

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Yahoo Search Marketing Logo

 
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