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changes.mady.by.user Erik Lodermeier

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changes.mady.by.user Vivienne Duclos

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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

    • User Type (User Type Information Below)

      • Ops (Partner)

        • Select the Partner associated with this user

          • This is a “partner” user

          • Will be able to view Orders icon in the navigation sidebar

          • Will be able to view the Reports icon in the navigation sidebar

          • Will NOT be able to view the settings icon in the navigation sidebar (Unless External Integrations is checked to TRUE)

          • Will be able to view the Legacy icon in the navigation sidebar

      • Line Item Assignee

        • No Partner required

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

          • Will be able to view line items to which they are assigned

          • Will NOT be able to view the orders icon in the navigation sidebar.

          • Will NOT be able to view the reports icon in the navigation sidebar.

          • Will NOT be able to view the settings icon in the navigation sidebar.

          • Will NOT be able to view the Account Homepage

      • Division

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

          • Will be able to view Orders icon in the navigation sidebar

            • Will ONLY be able to view Orders and Line Items that they are followers or requesters on a Line Item

          • Will be able to view the Reports icon in the navigation sidebar

          • Will NOT be able to view the settings icon in the navigation sidebar

          • Will be able to view the Legacy icon in the navigation sidebar

      • Customer

        • Select the Partner associated with this user

        • Select the Division associated with the Partner selected

        • Select the Advertiser associated with the Partner/Division selected

          • Will NOT be able to view Orders icon in the navigation sidebar

          • Will be able to view the Reports icon in the navigation sidebar

          • Will NOT be able to view the settings icon in the navigation sidebar

          • Will NOT be able to view the Legacy icon in the navigation sidebar

          • Will NOT be able to view the Account Homepage

    • Save the User

    • General Tab

      • Full Name

      • Email Address

      • User Access

      • User Type (User Type Information Below)

    • Permissions Tab

      • Ops (Partner)

        • Permissions received when an Ops Partner user is created:

          • Orders

            • Can View Orders within their partner

            • Order Submission - Cannot Create Orders unless permission is checked

          • Line Items

            • Can View Line Items within their partnerCannot Create Orders

          • Proposals

            • Can View Proposals within their division

            • Order Submission - Cannot Create Proposals unless permission is checked

            • Cannot make custom CPM unless permission is checked

            • Cannot change requestor unless permission is checked

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource CenterHelp Center Quick Links from the Account Hompage and from the navigation sidebar (?=Icon)

            • Can View Knowledge BaseAcademy icon from the navigation sidebar

      • 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 a Line Item Assignee user is created:

          Orders

          • Can Only View

            Orders

            when they are assigned to a Line Item within the Order

            • Can Only View Line Items that they are assigned to

            • Cannot Create Orders unless permission is checked

          • Proposals

            • Cannot View Proposals

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their DivisionCannot view reports

          • Additional Resources

            • Can View Resource CenterHelp Center Quick Links from the Account Hompage and from the navigation sidebar (?=Icon)

            • Can View Knowledge BaseAcademy icon from the navigation sidebar

      • 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 a Division user is created:

          • Orders

            • Can View Orders within their division Can View Line Items within their divisionwhen they are the requestor or follower on a Line Item within an Order

            • Cannot Create Orders - unless permission is checked

          • Proposals

            • Can View Proposals within their division when they are a requestor or follower on a Line Item within a Proposal

            • Cannot Create Proposals - unless permission is checked

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Can View Resource CenterHelp Center Quick Links from the Account Hompage and from the navigation sidebar

            • Can View Knowledge BaseAcademy icon from the navigation sidebar

      • 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 a Customer user is created:

          • Orders (Hidden from Admins)

            • Cannot View Orders

            • Cannot View Line Items

            • Cannot Create Orders

          • Proposals (Hidden from Admins)

            • Cannot View Proposals

            • Cannot Create Proposals

            • Cannot make custom CPM

            • Cannot change requestor

          • Reports

            • Can View Reports for Advertisers within their Division

          • Additional Resources

            • Cannot Can View Resource CenterCannot View Knowledge BaseHelp Center Quick Links from the Account Hompage and from the navigation sidebar

            • Can View Academy icon from the navigation sidebar

  • 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

      Select Edit next to the User’s Name

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