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Shared inventory group overview
Workspace admins can prepare inventory groups and share them with their customers. While your customers can target these groups, note that only the Workspace admin can apply changes to them.
Share an inventory group with a customer
Follow these steps to share an existing inventory group with a customer:
Open the Inventory app.
Select the Groups tab.
Locate the desired inventory group in the left-side panel.
Click the vertical ellipses menu next to the desired inventory group.
Select Assign to Customer. This will open the Assign To Customer pop-up window.
Select the checkbox(es) next to each customer that you’d like to have access to the shared inventory group.
Click Assign to confirm your selections.
All shared inventory groups will feature a folder icon next to their name, so your customers can differentiate between their own inventory groups and the one(s) you’ve shared with them.
Apply changes to a shared inventory group
Inventory removal notice: Any campaigns targeting an inventory group will be impacted by the changes you apply to that group in the Inventory app. Keep this in mind when adding inventory to, or removing inventory from, an inventory group that is shared with multiple customers. We also recommend notifying those customers of any changes so they can monitor campaign performance accordingly. |
Follow the steps outlined in Create or manage an inventory group to apply changes to an existing, shared inventory group. Unlike with traditional inventory groups, shared ones can only be managed by the Workspace admin that created them.