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Admin Users Walkthrough
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Admin Users Walkthrough

Admin user types are for internal Ui.Marketing users only. This user has extensive access to various areas of our application for creating and managing. However, there are specific permissions that only specific admin users will have access to.

Table of Contents

Overview

Admin users can see all areas of our application: Presale (Proposals), Orders, Reports, and Settings.

Our Support team has the most access to our platform which allows them to grant permissions, create/update products, create/update users, create/update our hierarchy, etc.

Creating an Admin User

Only specific Admin users in Ui.Marketing can create users. Typically, this is handled by our Support team.

Do not update a user unless working with Support. The articles below are just to showcase the process and what it looks like.

Permissions

Below outlines the various permissions an Admin user can have:

  • Orders:

    • Order Submission

    • Move Order Line Items

    • Move Orders

    • Manage Orders

  • Presale:

    • Allow Custom CPM

    • Change Requestor

    • Proposal Submission

  • Reports

  • Users

    • Manage Users

    • Manage Admin Users

  • Hierarchies:

    • Edit Advertiser Type

    • Manage External Integrations

    • Manage Hierarchies

    • Manage Products

    • View Products

  • Additional Resources:

    • Hide Help Center

    • Hide Academy

    • Hide Chat Widget

  • Billing:

    • Edit Billing

Learn more about all permissions here.

Below are the permissions that are not automatically enabled when you create a new Admin user. They can be granted as needed based on the new userโ€™s role.

Not Automatically Enabled for New Admin Users

  • Order Submission

  • Move Orders/Line Items

  • Manage Orders

  • Allow Custom CPM

  • Change Requestor

  • Proposal Submission

  • Manage Users

  • Manage Admin Users

  • Manage External Integrations

  • Manage Hierarchies

  • Manage Products

  • Edit Billing

Managing Admin Users

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Manage Admin Users grants an admin user the ability to edit themselves and other admins, and it also allows them to create/invite other admin user types.

Managing admin users is only granted to a select few within our company. Please reach out to Support if you need help managing an Admin user.

Users who do not have this permission will see a greyed-out Edit action next to all admin users within the Users table.

When they create new users, they will also not be able to select Admin from the User Type dropdown field.