Grant and revoke shares

The Shares page connects existing users to sites or advertisers in bulk — many entities to many users in one Share — and lists every share you can see, so access is audited and revoked in the same grid. One entity at a time, the same share is added from the Sharing settings card on its edit page. A client who has no login yet gets one on Create a statistic account for a client; what each recipient sees and the width bounds are on Share sites and advertisers with users.

Example. Northwind Media runs 3 sites for the publisher Harbour Publishing. The network manager opens Shares → Inventory sharing, ticks the 3 sites and the publisher’s two users, picks Can View and clicks Share: 6 rows appear in the grid. When the contract ends, she ticks the 6 rows and clicks Unshare (6).

Typical scenarios

You want	Do	Where
A publisher’s whole team to see 3 sites’ statistics, nothing editable	Tick the sites and the users, Sharing type = Can View, Share	Account → Shares → Inventory sharing
An agency to run one advertiser’s campaigns	Tick the advertiser and the agency user, Can Edit	Shares → Advertisers sharing
A colleague to own a site, delete included	Is Owner (offered only when your role may delete it)	Shares page or the site’s Sharing settings card
One user added to one advertiser	Sharing settings card → username, type, Add	the advertiser’s edit page

Step by step

1. Go to Account → Shares and pick the tab: Inventory sharing (sites) or Advertisers sharing.

2. In the left panel (Inventory to share / Advertisers to share), tick the entities. Use the Filter box to narrow by name and — if your role has the categorization permission — the Category selector. Select all / Deselect all act on the currently filtered list. Set your filters first, then tick: changing a filter clears the ticks.

   

3. In the right panel (Share with users), tick the recipients. Filter by name or narrow by Role. Each row shows username, full name, e-mail and role so you can tell users apart.

4. Pick the Sharing type:

   Type	Recipient can
   Is Owner	Everything on the entity, including deleting it (when their role may delete) and sharing it on up to Is Owner.
   Can Edit	View and modify the entity. May share it on, up to Can Edit, when their role holds the Share permission — see Sharing a single entity.
   Can View	View the entity and its statistics. Cannot share it, and — since release 154 — cannot link banners onto a shared site’s placements or a shared advertiser’s banners onto placements, unless the role holds Link on entities shared for viewing only. See Hierarchy and linking.

   Is Owner is in the list only when your role may delete: an Is Owner share lets its holder delete the entity, so you can hand it out only on entities you could delete yourself.

5. Click Share and confirm (Share access?). Every ticked entity is shared with every ticked user — the grid below refreshes with the new rows and a Done toast appears.

6. To revoke access, tick rows in the grid and click Unshare, then confirm (Remove access?). The button shows the selection count, e.g. Unshare (3).

   

Sharing a single entity from its edit page

Three edit pages carry a share card. Type a username, pick the sharing type and click Add (tooltip Share); tick a row and click the remove button (Remove access) and confirm to revoke.

Entity	Card title	Default type	Who gets the card and its add/remove toolbar
Advertiser	Sharing settings	Can Edit	Anyone who can edit the advertiser and holds the Share permission — they see the card with its toolbar; everyone else does not see the card
Site	Sharing settings	Can View	Anyone with the Share permission sees the list; the toolbar is the site owner’s
Conversion action	Conversion Action Sharing	Can Edit	The list is read-only unless you are the owner or hold Share at all width

Caveats and exceptions

• The pickers and the grid are linked. Ticking entities or users doesn’t just prepare the share — it also filters the grid below to the matching rows. Changing the Filter text, Category or Role in a picker reloads its list and clears everything you had ticked in it. The Share with users list follows the Share permission of its own tab — Inventory on Inventory sharing, Campaigns on Advertisers sharing — so a role holding only one of the two sees an empty user list on the other tab.
• Silent skips at shared width. The page offers only the entities you own, and a combination the server refuses (for instance a type above your own share on that entity) is skipped without an error — the toast still says Done. Check the grid afterwards.
• Refusal messages on the cards. A refused add or remove shows the server’s reason, so a refusal caused by the width bound says which bound it was. A refusal that carries no reason falls back to Only owner can change advertiser share settings on an advertiser, Access denied when adding on a site and Only the owner can remove access to this site when removing.

The caveats that apply to every share — who has the page, who can be a recipient, what the recipient sees, the shared width bounds, Is Owner and the right to delete — are on Share sites and advertisers with users.

Not working?

Symptom	Cause	Check
A site or advertiser is not in the left picker	At shared width only entities you own are offered	Hold it as Is Owner, or ask the network manager
Is Owner is not in the Sharing type list	Your role may not delete the entity	Delete at all width, or own the entity at shared width
Toast says Done but a row is missing	At shared width a refused combination (a type above your own share) is skipped silently	Check the grid; share at your own type or lower
Nothing shared; refusal names Is Owner	None of the ticked entities could get Is Owner	Pick entities you own, or Can Edit
My ticks vanished	You changed a filter after ticking	Set filters first, then tick
The grid looks short	Ticked entities or users filter it	Clear the ticks and filters
Cannot delete record on Unshare	None of the selected rows could be removed under the shared bounds (own share below Can Edit, a higher row, or your own row)	Someone who holds Share with a higher share removes it
Some rows survived Unshare	Those were outside the bounds; the rest went	Same
A user in the picker is in italics and does not link	Their role is one you cannot manage; sharing with them still works	—

The missing tab, an empty user list, Can View recipients and statistic accounts are on Share sites and advertisers with users and Create a statistic account for a client.

Reference

The page’s controls and the permissions behind them are in the hub’s Reference; the single-share REST calls in Over the API.

Related

• Share sites and advertisers with users
• Create a statistic account for a client
• Manage network users
• Preferences — default sharing settings
• Hierarchy and linking