Documentation: User Roles and Permissions

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 is various forms that appear

• 

• Username

• Full Name

• Email Address

• User Access

  • Ops (Partner)

    • Select the Partner associated with this user

  • Line Item Assignee

    • No Partner required

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

  • Division (Division User within a Single Partner)

    • Select the Partner associated with this user

    • Select the Division associated with the Partner selected

  • 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

The ability to edit a single user and their permissions

• Ops User (Partner)

• Line Item Assignee

• Division (Division User within a Single Partner)

• Customer (Advertiser)