What is a role?
A role defines what a user can and cannot see and do in the admin UI. Not all users need to have access to your platform configuration, for example, and the same probably goes for the finance section. Roles therefore define the accessibility of platform modules a user has.
In contrast to roles you further have the option to define rights for users. In the rights settings you can e.g. define what advertisers a user can manage.
Predefined roles
Of course, you are welcome to configure your own roles, but you can also choose to use the predefined roles available in your platform. The following options are available:
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Of course, you can also decide to create a new role based on the settings of these predefined roles.
Getting started
If you haven’t already done so, login to your admin UI. Go to the administration section in the main navigation, click on ‘User’ and proceed to click on ‘Manage roles’. If you do so, the page on which you can configure and edit roles will be loaded.
Creating roles
Basic role settings
To start creating a role, click on the button ‘Create new role’. A new screen will be loaded on which you can enter all the basic settings of the new role. Please make sure you go through the following steps:
Give your new role a name, for example ‘Account manager Spain’.
If you want, you can briefly describe the role under description.
In the general settings, you can choose to create your role based on the predefined system roles or based on earlier roles you have already created. All you need to do is select the role in drop down menu next to ‘copy settings from’. If you don’t want to use a default role, just select ‘none’.
Access to platform sections
Once you’ve finished setting the general rights, scroll further down the page to define what sections of the admin UI the user with the role you are creating will be allowed to see. If you chose to create a new role based on an existing role, you will see that some of the boxes have been ticked and others haven’t. If you didn’t choose to create a new role based on the existing role, all the boxes will be ticked.
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When you are ready defining to what sections the user with the role you are creating should have, don’t forget to hit ‘save’ at the bottom of the page.
What is a right?
As already stated, rights do not define which parts of the platform a user can see. They rather focus on which advertisers and partners a user is allowed to see within the platform sections. This enables to e.g. separate user rights by country.
Defining rights for a user
After you have created all roles which are required to cover your organizational needs you can assign roles to the different users as well as define further access rights. For doing this, please go to the administration section in the main navigation, click on ‘User’ and proceed to click on ‘Manage users’. If you do so, the page on which you can configure and edit users will be loaded.
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