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)
Line Item Assignee
No Partner required
This should be an internal Adcellerant employee but isn’t required to be an Admin of Ui.Marketing
Ops (Partner)
Select the Partner associated with this user
Division
Select the Partner associated with this user
Select the Division associated with the Partner selected
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
Save the User
General Tab
Full Name
Email Address
User Access
User Type (User Type Information Below)
Permissions Tab
Ops (Partner)
Select the Partner associated with this user
Permissions received when an Ops Partner is created:
Orders
Can View Orders within their partner
Can View Line Items within their partner
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 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
Proposals
Cannot View Proposals
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
Can View Line Items 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
Cannot View Orders
Cannot View Line Items
Cannot Create Orders
Proposals
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 View Resource Center
Cannot View Knowledge Base
The ability to edit a single user and their permissions
Select Edit next to the User’s Name
TEST
General
Content
Integrations
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