Managing advertisers

This guide outlines how Agency Admins and Users can access, switch between, and manage Advertisers (also referred to as Brands or Clients) within Console.

Accessing Advertiser Management

To view and manage advertisers:

1. Click the name at the bottom of the left-hand menu.

2. Console opens the advertiser list for your agency/publisher.

3. Each advertiser is listed with the following columns:

   • Name
   • Id, which is the advertiser ID
   • Created by
   • Advertiser status

   Last Updated, Updated by and Created are also available from the Columns control.

You can:

• Search the list
• Sort a column (e.g. Name)
• Filter or toggle columns using the Filters and Columns controls above the list

Switching Advertisers

To work within a specific advertiser's account:

1. Click an advertiser's name in the list (e.g. Brightfield Foods).
2. The selected advertiser's name will appear in the bottom-left corner of the Console interface.
3. Once selected, all modules you see in the platform, such as Dashboard, Campaigns and Ads, will reference and display data for the selected advertiser only.

You can switch advertisers at any time by clicking another one from the advertiser list. The selected name will update, and the UI will refresh to reflect data and settings scoped to the new advertiser context.

Permissions

Only users with Agency-level roles (Admin or User) can view and manage multiple advertisers.
Client-level users are scoped to their specific advertiser and do not see the advertiser list.

Use cases

• Reviewing campaigns across different brands under one agency
• Switching contexts quickly between advertisers for monitoring or editing
• Ensuring accurate navigation before creating or editing campaigns

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Creating a new advertiser

This guide explains how Agency Admins can create new advertisers (also referred to as brands or clients) within Console.

Who can create advertisers

Only users with the Agency Admin role can create new advertisers. Agency Users and Client-level users do not have access to this functionality.

Steps to create a new advertiser

1. Open the advertiser list: click the name at the bottom of the left-hand menu.

2. Click New advertiser at the top of the list.

3. Fill in the required fields:

   • Advertiser name: The advertiser name as it should appear across Console (e.g. “Cashew World”).
   • Advertiser ID: A unique identifier for the advertiser (e.g. “CW-US” or “FT-2025-01”).
   • Templates: You must turn on at least one available template (also known as an Ad Product) that this advertiser can use. These define which campaign creation flows are available.

4. Click Add advertiser to finalize creation.

If a required field is missing, Console shows a message under it.

After advertiser creation

• The new advertiser will appear in the advertiser list shortly, once Console finishes onboarding it.
• You can now select the advertiser to switch context across Console.
• All modules, such as Campaigns and Ads, will now reflect data for the selected advertiser.
• You can begin managing advertiser users, assets, and campaigns right away.

Notes

• The Advertiser status becomes Active when Console finishes onboarding the advertiser.

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Deleting an advertiser

Only users with the Agency Admin role can delete advertisers. This action is permanent and will remove all associated data for that advertiser, including campaigns, users, and settings.

How to delete an advertiser

1. Select the advertiser from the advertiser list by clicking its name.
2. Once selected, you’ll see the advertiser name appear at the bottom left of the screen.
3. Click Settings in the left-hand menu.
4. In the secondary navigation at the top, click on the Account tab.
5. Scroll to the bottom of the page and click Delete account.
6. You’ll be prompted to enter the advertiser ID as a safety check.
7. Confirm the deletion by clicking Delete account again.

Important notes

• Only Agency Admins can delete advertisers.
• Deletion is permanent. All campaigns, users, configurations, and reporting data for the advertiser will be lost.
• Deleted advertisers will no longer be accessible or visible in Console.
• Use this operation with caution. If you only want to pause an advertiser's activity, contact your Kevel representative.