How do I manage User Roles?

You’ll see a selection of system default roles organized by:

Click on any of the Roles in these categories. In the right pane that appears, you can view the Rights associated with each category.

Also notice the ‘+Add Role’ button at the bottom of each category section. This is where things get more exciting with customized Roles.

Here’s how to create custom Roles with unique sets of user Rights. We’ll start with an outline of the process, followed by a use case example.

First see a high-level overview below:

Click the ‘+Add Role’ button;
The right pane shows options for user Rights under ‘Create New Role’;
Notice that Rights are organized in a way that emphasizes the Roles each user may play:
- Client User Rights
  - Admin Rights
  - General Rights
  - Campaign Rights
- Advertiser Rights
- Partner Rights
- Report Rights
Decide which Rights your custom Role should include.
Autosave checkboxes - each time you tick or select a checkbox, that setting is automatically saved.

Next, here’s an example of creating a custom Role:

Let’s say you want certain team members to manage general admin duties as well as manage Partner Signups & maintain Partner profiles.
You’ll tick relevant checkboxes under Admin Rights as well as Partner Rights.
- Under Admin Rights, you’ll tick ‘Select All’;
- Under General Rights, you’ll tick ‘Select All’;
- Under Partner Rights, you’ll tick ‘Manage Signups’ & the 3 items related to managing Partner Profiles.
- Notice that the action of placing a tick (checkmark) autosaves that setting.
Click the ‘Create Role’ button at top right.

To get started with Roles, go to the left sidebar menu and click Settings then click Roles.