The next step in configuring your account is to add new users if you have colleagues or representatives of different apartments you wish to include in your ad management system (e.g. brand managers, marketing managers, sales supervisors, accountants, finance forecasters, etc).
Unless you want to grant Admin permissions to every member of the team (not recommended for large teams), you’d need to create Roles for new users.
If the only role you want is Admin (all-access), you can skip this section.
You will find the Roles segment under the Account Management section. It is the last option available on the Menu.
Create a new role
The purpose of Roles is to simplify permission granting. Instead of setting permissions per user individually, using Roles, you can create a set of permissions and save it as a role you can assign to a user later on. So, for example, you can give a user permission to have access to the Advertisers section but no access to the User Management section.
You can create a new Role by accessing the button Create new role in the top right corner.
Once you press it, a blank template will open. Here you will be able to:
- Name the new role;
- Describe the new role;
- Assign permissions to this role.
Assigning permissions to roles
Bear in mind that some sections depend on each other, so if you give read permissions for a parent category e.g. Advertisers, then the Layouts, Channels, and Brands will be automatically selected.
In our example below, our Email marketing manager has access to the entire Advertiser section which allows them to manage newsletter campaigns. However, they will not have access to managing users within the platform, or viewing and issuing reports.
After you are done setting up a new role, click the Create button. If you decide to change permissions or descriptions later on, you will be able to do that.
You will notice that the Permissions are divided into two categories: On the left side are permissions that allow the roles to read the data, and on the right are the roles reserved for managers and executives who need to be able to edit and manage the information.
So, if your Accountant needs to be able to create the reporting system and deliver reports to your financial department or your clients, it won’t be enough to assign them with Read reporting permission. You will also have to grant them full access to Reporting.
In the same way, your newsletter designer has to have full access to Layouts in order to create new layouts.
Once you are done setting up new roles, you can always edit their descriptions and permissions by clicking the action icon Edit next to the role name.
IMPORTANT: Don’t forget to click the SAVE button after you finish editing a role. If you don’t, any changes you have made will not be saved.
Next page: Managing your users