CS Play · Scenario
Joint sales

Several owners on one account, each seeing only their own screens

Each owner logs in to their own screens and campaigns. A quota on the schedule caps how many seconds of every ad block each owner’s group may book, so one owner cannot fill the whole block on the screens they share. A media plan in Excel becomes a batch of campaigns in one upload.

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The context

A sales house sells the screens of several owners, and generic tools leave it two bad choices: hand each owner the whole account, or run the owner’s screens for them. Airtime goes to whoever books first, so one seller can fill a block the owner counted on, and media plans from agencies arrive as spreadsheets to be typed in.

01/03Each owner works only with their own screens

“I need to give each screen owner or partner access to their own screens only”

Owner / GMAdministratorPartner relations

Each owner sees only their own screens

Put each owner's screens into a screen group of their own and bind the owner's account to it. The owner then sees only the screens and campaigns of that group and cannot reach anything outside it. With the Advertising Manager role, the owner runs campaigns, ads and media files inside the group. A group-limited account cannot create users, so an administrator outside the group adds the owner's team.

How it works, from the documentation

Create a screen group for the partner and move their screens into it. The group is the boundary of everything that follows: the partner’s account, their campaigns, and their airtime quota all attach to this group.

Partner network

User accounts can be restricted to specific screen groups. A group-scoped user:

  • Only sees screens and campaigns within their assigned group.
  • Cannot access resources outside their scope.
Role-based access

Give the partner’s account the Advertising Manager role: inside its group it can create and run campaigns, ads and media library files. A group-scoped account cannot create users, so if the partner needs a team, an administrator who is not restricted to a group adds each account to the partner’s group.

Partner network

0203

02Owner / GMSales “Two of us sell the same screens, and whoever books first takes the airtime” Each owner's group books no more than its quota of every ad block

“Two of us sell the same screens, and whoever books first takes the airtime”

What happens todayOne seller fills the ad block, and the other has nothing left to sell on the screens they share

Give each owner's group a quota on the schedule, in seconds of every ad block. The group's users cannot activate campaigns beyond it, and a group without its own quota takes the quota of its nearest parent group. A quota limits a group and reserves nothing: users who belong to no group are never limited, so when several owners share screens, each one sells from its own group.

How it works, from the documentation

A quota sets how many seconds of the ad block the users of a screen group may book — for example, when two sales houses share the same screens, each working from its own group. A quota limits a group; it does not reserve airtime for it. Without quotas, airtime goes to whoever books it first.

Quota rules:

  • The quota is set in seconds within the ad block.
  • It must be at least one standard slot long and no longer than the ad block, and all quotas of a schedule together must fit into the ad block.
  • It must be a multiple of the standard slot duration.
  • A quota belongs to a screen group and applies to the users restricted to that group. Users who belong to no group are never limited by a quota.
  • A quota is a limit, not a reservation. For the group’s users, the load of the ad block is measured against the quota instead of the whole block, and when their own group has a quota, an overbooking warning at activation cannot be overridden. Nothing is held for the group: users outside it can still book the whole block.
  • A group without its own quota inherits the quota of its nearest parent group that has one.
Partner network
03Ad operationsSales “The media plan lives in Excel, and I retype it into the system by hand” The media plan goes in as an Excel file

“The media plan lives in Excel, and I retype it into the system by hand”

What happens todayTransferring the plan takes days and breeds errors

Upload the media plan as an Excel file with one row per campaign, giving its frames, dates, frequencies and media file names, and the wizard creates the whole batch as drafts in one placement. Frames or files it cannot find are listed before anything is created. Turn on the overbooking check to keep campaigns that would exceed the frequency as drafts, then activate the batch at once.

How it works, from the documentation

The Multiple campaigns wizard creates a batch of campaigns from an Excel file with a targeting program: one row per campaign with frame GIDs, dates, frequencies, and media file names.

The wizard reports how many campaigns were created. All of them are saved as drafts grouped into a placement (or Without placement if you chose so). Review the drafts and click Activate to launch them all.

If some data cannot be resolved, the wizard reports it before anything is created:

  • List of missing frames and files — frame GIDs or media file names from the Excel file that were not found.
  • Unrecognized frames — rows whose frame GIDs could not be parsed, with their Position in the file.

Fix the Excel file or upload the missing media, then re-upload.

Step 2: Creation:

Check for overbooking. When enabled, the wizard verifies that activating the new campaigns will not exceed the available frequency on the targeted frames. Campaigns that would cause overbooking are listed under List of campaigns with exceeding frequency and are left as drafts. The option is off by default, and the wizard remembers your choice.

Placements and mass creation from Excel

Before you start

What the setup asks of you

What you doWhy, from the documentation

Customers in this situation

All customer cases

CS Play · Features in this scenario4

Campaign planning & automation

Monetization & partners

Access & administration

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CS Play overview

Run a sales house on CS Play.