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
- User Type (User Type Information Below)
  - Ops (Partner)
    - Select the Partner associated with this user
      - This is a “partner” user
      - Will be able to view Orders icon in the navigation sidebar
      - Will be able to view the Reports icon in the navigation sidebar
      - Will NOT be able to view the settings icon in the navigation sidebar (Unless External Integrations is checked to TRUE)
      - Will be able to view the Legacy icon in the navigation sidebar
  - Line Item Assignee
    - No Partner required
      - This should be an internal Adcellerant employee but isn’t required to be an Admin of Ui.Marketing.
      - Will be able to view line items to which they are assigned
      - Will NOT be able to view the orders icon in the navigation sidebar.
      - Will NOT be able to view the reports icon in the navigation sidebar.
      - Will NOT be able to view the settings icon in the navigation sidebar.
      - Will NOT be able to view the Account Homepage
  - Division
    - Select the Partner associated with this user
    - Select the Division associated with the Partner selected
      - Will be able to view Orders icon in the navigation sidebar
        Will ONLY be able to view Orders and Line Items that they are followers or requesters on a Line Item
      - Will be able to view the Reports icon in the navigation sidebar
      - Will NOT be able to view the settings icon in the navigation sidebar
      - Will be able to view the Legacy icon in the navigation sidebar
  - 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
      - Will NOT be able to view Orders icon in the navigation sidebar
      - Will be able to view the Reports icon in the navigation sidebar
      - Will NOT be able to view the settings icon in the navigation sidebar
      - Will NOT be able to view the Legacy icon in the navigation sidebar
      - Will NOT be able to view the Account Homepage
- Save the User
- General Tab
  - Full Name
  - Email Address
  - User Access
  - User Type (User Type Information Below)
- Permissions Tab
  - Ops (Partner)
    - Permissions received when an Ops Partner user is created:
      - Orders
        Can View Orders within their partner
        Order Submission - Cannot Create Orders unless permission is checked
      - Line Items
        Can View Line Items within their partner
      - Proposals
        Can View Proposals within their division
        Order Submission - Cannot Create Proposals unless permission is checked
        Cannot make custom CPM unless permission is checked
        Cannot change requestor unless permission is checked
      - Reports
        Can View Reports for Advertisers within their Division
      - Additional Resources
        Can View Help Center Quick Links from the Account Hompage and from the navigation sidebar (?=Icon)
        Can View Academy icon from the navigation sidebar
  - Line Item Assignee
    - Permissions received when a Line Item Assignee user is created:
      - Orders
        Can Only View Line Items that they are assigned to
        Cannot Create Orders unless permission is checked
      - Proposals
        Cannot View Proposals
        Cannot Create Proposals
        Cannot make custom CPM
        Cannot change requestor
      - Reports
        Cannot view reports
      - Additional Resources
        Can View Help Center Quick Links from the Account Hompage and from the navigation sidebar (?=Icon)
        Can View Academy icon from the navigation sidebar
  - Division (Division User within a Single Partner)
    - Permissions received when a Division user is created:
      - Orders
        Can View Orders within their division when they are the requestor or follower on a Line Item within an Order
        Cannot Create Orders - unless permission is checked
      - Proposals
        Can View Proposals within their division when they are a requestor or follower on a Line Item within a Proposal
        Cannot Create Proposals - unless permission is checked
        Cannot make custom CPM
        Cannot change requestor
      - Reports
        Can View Reports for Advertisers within their Division
      - Additional Resources
        Can View Help Center Quick Links from the Account Hompage and from the navigation sidebar
        Can View Academy icon from the navigation sidebar
  - Customer (Advertiser)
    - Permissions received when a Customer user is created:
      - Orders (Hidden from Admins)
        Cannot View Orders
        Cannot View Line Items
        Cannot Create Orders
      - Proposals (Hidden from Admins)
        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 Help Center Quick Links from the Account Hompage and from the navigation sidebar
        Can View Academy icon from the navigation sidebar
The ability to edit a single user and their permissions
- Select Edit next to the User’s Name