User Types

Open

User types are levels of access a user can have. This varies depending on who is logging into Ui.Marketing and whether they are an internal user or an external user.

The user type will also dictate what permissions are available.

Below are the user types:

Admin

These will always be AdCellerant/Techint employees with internal access to the platform. Admin users have access to all areas of the application and can view, edit, and create other users.

Ops

Ops-level user types are external users who are assigned to a specific partner. These users can view all underlying partner/division reporting and associated order/proposal data. This is a good user type to give to a partner user who needs or oversees multiple divisions.

Admin users can create a user with this user type. Learn more >

Division

Division-level user types are external users assigned to a specific division, associated with a partner. These users can see all reporting data under a designated division, but only proposals they have created and orders they are either the requester, follower, or listener on. Division-level users can belong to more than one division, learn more.

Line Item Assignee

These are users who only has access to the line items they are the assignee for, they are not able to see reports or admin settings. They do have access to every aspect of the line item and the ability to enable or disable the integrations tab. This user type is best for vendors that we use that need to be able to communicate with our partners, like website development.

Customer

Customer users are the end advertiser users who want to view reporting themselves. These users will only see reporting for their specific advertiser and no other areas of Ui.Marketing.

Permissions

Permissions can be set to show or hide functionality within Ui.Marketing. Below is the list of all permissions we have. Some of these are geared toward internal/Admin users and some are for external users.

Open

It is important to note, even when a permission area is toggled on, boxes will still need to be checked to actually turn on that permission for the user. If a box is unchecked, the user does not have that permission or ability.

Below are permissions by area:

Orders

• Order Submission. Allowing a user to submit an order

• Move Order Line Items. Allows admin users only to move line items from one other to another. Learn more >

• Move Orders. Allows admin users to move an order to a new advertiser. Learn more >

Proposals

• Allow Custom CPM. Allows the user to create a custom CPM on a proposal or order. This should be enabled with caution, especially with external users.

• Change Requestor. Allows the admin user to change the requestor on an order or line item.

• Proposal Submission. Allows the user to submit a proposal.

Reports

• If this is toggled on, the user can see reporting.

External Integrations

• If this is toggled on, the user can integrate external platforms within Ui.Marketing.

Edit Advertiser Type

• If this is toggled on, an admin user can state if the advertiser is a Select-level advertiser or not.

Additional Resources

This area is used to hide certain features within our application. These items are hidden when the boxes are checked:

• Hide Help Center Widget. Hides our Help Center on the right-hand side and all quick links except for the Academy (unless that is hidden too).

• Hide Academy. Hides our link our to the Academy under quick links and the cap icon in the left-hand side navigation bar.

• Hide Chat Widget. This hides our Support chat widget from users.

Billing

• If “Edit Billing” is checked, an admin user can edit billing at the partner and division level.