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 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