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  • The Ability to Create a New User can be found with the “New User” button from within Settings/Users:

  • After Selecting the “New User” button there are various forms that appear

    • Username

    • Full Name

    • Email Address

    • User Access

      • Ops (Partner)

        • Select the Partner associated with this user

        • Permissions received when an Ops Partner is created:

          • Orders

            • Can View Orders within their division

            • Cannot Create Orders

          • Proposals

            • Can View Proposals within their division

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource Center

            • Can View Knowledge Base

      • Line Item Assignee

        • No Partner required

        • This should be an internal Adcellerant employee but isn’t required to be an Admin of Ui.Marketing

        • Permissions received when an Ops Partner is created:

          • Orders

            • Can View Orders within their division

            • Cannot Create Orders

          • Proposals

            • Can View Proposals within their division

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource Center

            • Can View Knowledge Base

      • Division (Division User within a Single Partner)

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

        • Permissions received when an Ops Partner is created:

          • Orders

            • Can View Orders within their division

            • Cannot Create Orders

          • Proposals

            • Can View Proposals within their division

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource Center

            • Can View Knowledge Base

      • Customer (Advertiser)

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

        • Select the Advertiser associated with the Partner/Division selected

        • Permissions received when an Ops Partner is created:

          • Orders

            • Can View Orders within their division

            • Cannot Create Orders

          • Proposals

            • Can View Proposals within their division

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource Center

            • Can View Knowledge Base

  • The ability to edit a single user and their permissions

    • Ops User (Partner)

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Line Item Assignee

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Division (Division User within a Single Partner)

      • Orders

      • Proposals

      • Reports

      • Additional Resources

    • Customer (Advertiser)

      • Orders

      • Proposals

      • Reports

      • Additional Resources

...