Using agency representatives to manage accounts

Agency clients and ad campaigns can be managed by several different accounts (and these accounts are referred to as which are called "agency representatives"). There are no restrictions on the total number of representatives you can have.

Representative roles

The actions available to a representative in the Yandex Direct interface will differ depend on what role that person plays. In Yandex.Balance, however, representatives of all roles have full access to their agency's financial information.

The following roles are available for agencies:

• Chief representative
• Representative (administrator).
• Client representative (team leader).
• Client representative (manager).

An agency must have one chief representative who serves the entire function.

A team leader is in charge of a group of client managers. This is a mandatory role, you can't create client managers without first creating a team leader.

Information about the access rights for each role is given in the table below:

	Chief representative	Representative (administrator)	Client representative (team leader)	Client representative (manager)
View representatives list			Only assigned manager representatives (on the client assignment page or My clients page)
Edit representatives
Register representatives
Remove representatives
Restore representatives
Change a representative's role
Changing the chief representative
Access to Yandex.Balance	To all clients	To all clients	Only to their clients in Yandex Direct, to any clients in other services, for example, in Yandex.Market	Only to their clients in Yandex Direct, to any clients in other services, for example, in Yandex.Market
Billing	For all clients	For all clients	Only for their clients if access has been granted by the chief representative or administrator	Only for their clients if access has been granted by the chief representative or administrator
Assign client representatives			Only the clients assigned by the chief representative or administrator
Work with clients	All agency clients	All agency clients	Only the clients assigned by the chief representative or administrator	Only the clients assigned by the chief representative, administrator or team leader

Register representatives

The chief representative or administrator can register a representative.

1. The new agency representative needs to create an account on the registration page and send you their username — this must be a fresh username that hasn't previously been used in Yandex Direct.

2. On the Administration page, click Agency representatives. The agency representatives page opens.

3. Click Appoint a new representative. Enter the representative's username, their details, and choose a role from the list.

   Note

   The representative will receive an email invitation to join the agency's business group in Yandex ID. They need to accept this invitation to access agency representatives and register new clients.

Representatives can manage campaigns in both Yandex Direct and other Yandex commercial services.

Assign client representatives

A client representative that was created recently does not have access to agency clients. They can register a Yandex ID organization for a new client and begin working with them.

The chief representative and administrator control representatives' access rights to agency clients. They can do this by clicking Assign clients to agency representatives on the agency represenatives page. Select a representative to work with clients, and mark the clients that they will work with. You can assign multiple client representatives to a client. To unassign a client from a representative, uncheck the box next to the client's username. Click Save to apply the changes.

A team leader can assign clients to representatives of their group only after the chief representative or administrator assigns clients to the team leader.

The list of clients a representative works with can be seen by clicking on the representative's username on the agency representatives page.

Clients may assign agency representatives. You will see a + next to these clients on the My clients page. When you click on it, a list of the client's representatives will appear.

If the agency manager who registered the passport organization no longer works with this client, the manager's username is automatically removed from the list of passport organization employees in Yandex ID. After that, the passport organization owner must add the username of another agency manager to whom the client is now assigned.

Remove representatives

The chief representative or administrator can delete a representative. To do this, click on the corresponding link next to a username on the representatives page. Removed representatives will lose their access to the agency interface not only in Yandex Direct, but also on other Yandex commercial services.

You can't delete a team leader while their group has managers — assign a different team leader for them.

Removed users can no longer manage campaigns placed in Yandex services from your username. They are also automatically removed from your business group and Yandex ID organizations.

A business group is an agency's Yandex ID account that comprises all of its passport organizations. An agency can register only one business group, and a passport organization can be linked only to a single business group. Learn more.

You can see all agency representatives that were removed in the Deleted representatives tab. If a removed representative was unable to create a campaign, you can restore that representative. To do this, click Restore next to the representative's username in the list.

Change a representative's role

The chief representative can appoint another agency representative as chief. To do this click Change chief representative on the agency representatives page, choose a username from the list and click Appoint. Client representatives cannot assign the chief representative. An ex-chief representative won't be able to manage agency representatives and is given the role of Administrator (representative). The chief representative will be automatically replaced In all passport organizations and the business group in Yandex ID.

The chief representative or administrator can change the role of any agency representative. Just go to the Administration page and click Agency representatives. Next to the desired representative, click Edit. Select a role and click Save.

To change the team leader, create a new team leader, then on the Agency representatives page, select a team leader for a group of manager representatives. Click Change team leader.

When you change a team leader, the clients assigned to them move to the new team leader.

Example

Team Leader 1 is assigned Client 1; Team Leader 2 is assigned Client 2 and a group of manager representatives with their respective clients. When you change team leaders, Client 1 remains assigned to Team Leader 1, and Client 2 and all manager representatives with their respective clients are added to Team Leader 1.

Notifications

The client will receive email notifications about all their campaigns. Agency representatives receive campaign notifications based on their role:

Role	Email notifications
Chief representative	For all agency campaigns
Representative (administrator).	For all agency campaigns
Client representative (team leader)	Only for the campaigns of clients that they work with
Client representative (manager)

In the campaign parameters, you can enter another address for email notifications and select what events you want to be notified about. Please note that there are events that aren't included in the list (such as moderation results or fund transfers to your account). Notifications about those events are sent by default and you can't unsubscribe from them. If the same email address is indicated for several campaigns, you can change it separately for each campaign. Bulk operations are not available.

Only the client will receive SMS notifications. The client should enter what number to receive notifications at. Representatives can't change this number, but they can determine what events the client should know about in the campaign settings.

You can enable shared account notifications separately. To set this up, the representative should go to the shared account settings on the client's campaign page. You must grant your client permission to edit their campaign if they also want to do this. To grant editing permission, the representative should go to the client's settings.

Questions?