YouTube's Content Management System (CMS)
As soon as you’re granted access to your CMS, here's some tips for saving time during your initial set up.
Get your Content Management System (CMS) set up in three easy steps and customize the settings, roles and access for success.
Step 1: Get started with Content Manager: Settings for success
Navigate to the Settings section of your CMS and go to the Overview tab and you'll see these subsections you can adjust.
- Define your email notifications addresses
- First, set the correct email addresses. YouTube may send you several kinds of notifications regarding your account (primary, conflict, dispute notification, and fingerprint report), and you can opt to receive all of these communications at one email address, or set different addresses for each one.
- You can click on the edit button, set the correct email for each notification type, and save.
- Link your AdSense account
- Before you can monetize any content, you must link your CMS to an AdSense account; Google AdSense allows website owners to earn money from online content, including YouTube channels.
- To add an account, click on the edit button and “Continue to AdSense.” Once there, you’ll be able to link an existing account (if you have one), or to create a new one.
- Block embeds (if you don’t want your videos to appear on other websites)
- By default, YouTube videos can be embedded on other websites. But you can determine which websites can or can’t embed your videos. Set defaults now for all videos, or return to this tab later to manage embeds on a case-by-case basis.
- You can assign different settings for user generated content (UGC) on third-party channels if you you own the rights to and have claimed that content; and for your licensed content (videos you own and have uploaded to your channels).
- To prevent specific websites from embedding, or to allow others to embed, your videos, click on the edit button and list the URLs under either “block” or “allow,” then save.
- Choose and enable ad formats
- If you are monetizing content, one of the most important steps is enabling the desired ad formats. Please note this only defines the ad formats that are allowed on your videos; it doesn’t enable ads, When and if monetization is enabled on content, these are the ad formats that will be served.
- To enable these ad formats, please click on the ‘Edit’ button, select the desired formats and hit save.
- Set third-party attribution
- You can opt to allow third-party measurement tools to pull data on a channel or video level. Video-level attribution is enabled by default; channel-level attribution is disabled by default.
- Define your email notifications addresses
Step 2: Define roles and set permissions for your content managers
Now that you’ve set up the CMS, you can add administrative users and define different roles to manage different responsibilities with different levels of access. For example, your analytics team and your rights management team, may need different levels of access to the CMS.
- To define permissions, navigate to the Settings section and go to the Users tab.
- To add a new user, click on the Create New button at the top of the page. Here you can add new users with their email address, create new roles, and set Features and Restrictions based on how you've identified their roles.
- Add the new user’s email address, define, and name their role.
- The features you choose to select on the left of the window correspond to the Content Manager tabs that will be visible and available to this user when they log in.
- On the right, you can add restrictions that limit the scope of this role, preventing a user from editing content, viewing revenue data, or performing bulk actions across a channel.
The users and roles in your CMS should be reviewed often. When a user changes roles or leaves your company, it’s important for your own security to change their access level or remove the user.
Step 3: Connect your channels
Your Content Manager is now ready and you can start linking your owned and operated channels to be able to manage all your content in one place.
Link channels to your CMS
Your Content Manager is up and running, but it doesn’t know which channels it manages yet. To add channels, navigate to the Channels section of Content Manager. You have two options:
- Link your existing channels to your CMS by clicking the Invite button. Add the channel’s URL and enable the View revenue and Monetize uploads options, if applicable. If the current channel owner accepts your invite, the channel is linked to your CMS. If you receive an error when trying to invite a channel, contact your partner manager at YouTube.
- Create new channels through your CMS by clicking Create New. You will be prompted to fill in the new channel’s information, and once created, it will be automatically linked, and appear in the Channels section of your CMS.
Once your channels are linked, all the videos on those channels will populate in the Video Manager section of your CMS.
Unlink a channel from your CMS
If you wish to unlink a channel from your CMS (because someone else may now own the content rights, or the channel might need to be managed elsewhere), you can also do this from the Channels tab:
- Select the channel(s), then choose Actions > Unlink channel.
As soon as you unlink a channel, your CMS’s AdSense account will stop collecting this channel's earnings, and any revenue earned from ads or subscriptions will go directly to the channel owner.