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Step 1: Users Creation

Time to read: 9 min

topic.pngThe article covers the following topics:

Users section includes three sub-sections:

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  • User Management 

On the User Management page, you can create and edit accounts for managers that work with your Affise Admin panel. 

  • User Activity log

On User Activity log page you can check the logs for different user’s actions that have been done within your Affise Admin panel.

click__1_.png Find out more about the User Activity Log section here

  • Permissions Presets

On Permissions Presets Page you can create, edit, and delete presets that are or will be used in the user’s account creation process.

You can manage your presets via API as well:

https://api.affise.com/docs3.1/#presets-admin-methods

User Management 

On the User Management page, you can create and edit accounts for managers that work with your Affise Admin panel. Moreover, you can also grant access to your managers only to a specific type of data or prohibit to view some particular sections. 

import.png A new version of the User Management described below will be available shortly. 

How to create a user’s account?

To create a user’s account you need:

1. Press onUsers’ - > ‘User Management’ - > ‘Create user’ button:

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2. Now you see a form that needs to be filled in:

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Where:

Email - User’s email address which will be later used as login into Affise Admin panel 

Password - User’s password which will be later used as a password to login into Affise Admin panel

import.png Only the General manager may change the user's e-mail and password. 

Name - a required field: User’s first name

Surname - a required field: User’s last name

Working time - an optional field: User’s working hours 

IM/Skype - an optional field: User’s IM/Skype details

User type - a required field: assign one of the available types to the User:

  • General manager - a user with admin rights to the panel 
  • Affiliate Manager - a user who is responsible for the work with Affiliates
  • Account Manager - a user who is responsible for the work with Advertisers

import.png After creating a user, the user type cannot be changed.

By default:

The General manager has access to all sections and all stats.

The Account manager has access to Dashboard, Statistics, Offers, Advertisers, Smartlinks, Tickets, Billing, News, Export, and stats on his/her advertisers.

The Affiliate manager has access to Dashboard, Statistics, Offers, Smartlinks, Affiliates, Tickets, Billing, News, Export, and stats on his/her affiliates.

How to delete a User account? 

In case you want to remove a user account from the Admin panel, you need to click the 'Delete' button on the user edit page:

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To remove a user from the Admin panel, you should write the word "delete" in the pop-up window. Make sure the word is written without any blanks or foreign symbols. 

import.png This action cannot be undone. This will permanently delete the selected user from all DB sources.

Granting Permissions 

Once the user’s account is created, you can move further to granting specific permissions to a particular user over General, Statistics and Users section:

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Now you can permit/prohibit access to different sections in the Admin panel and different Stats slices or different actions which can be done in User's section.

Section permissions can be:

a) deny access - it means that a user is not allowed to view a specific slice or to perform a particular action.

b) read access - it means that a user is allowed to view a specific slice.

c) write access - it means that a user is allowed to perform a particular action.

Sections

The sections tab contains a list of permissions from the previous version. The difference between Sections and Permissions  is that new permissions are currently more flexible: they allow users to view/edit particular subsections (items) on the panel or prohibit access to them at all. Sections can allow or prohibit access to the whole section:

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You can manage Users via API as well:

https://api.affise.com/docs3.1/#user-managing-admin-methods

New Affiliate Manager

New Affiliate manager by default has “Write access” to Affiliates editing - means that Affiliate manager may view and edit all Affiliates in the Affiliate management section, and has access to the next sections: Dashboard, Statistics, Smartlinks, Affiliates, Tickets, Billing, News, Export except Advertiser section and Offers section:

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import.pngIf you want your new Affiliate Manager has access only to some sections (ex. Dashboard, Affiliates, Tickets, Billing, News) you need to select particular sections in 'User edit page' - > 'Sections' Tab:

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You can also adapt the user permissions for yourself. 

click__1_.png Find out more about How to Grant Specific Permissions to the General Manager here, to the Affiliate Manager here and to the Account Manager here.

New Account Manager 

New Account manager by default has “Deny access” to Advertisers editing - means that Account manager has no access to view and edit Advertisers in Advertisers section, and has access to the next sections: Dashboard, Statistics, Offers, Smartlinks, Advertisers, Tickets, Billing, News, Export except Affiliate section:

_______2020_08_31_15_18_22_814.gif

import.pngIf you want your new Account Manager has access only to some sections (ex. Dashboard, Advertisers, Tickets, Billing, News) you need to select particular sections in 'User edit page' - > 'Sections' Tab:

_______2020_08_31_15_10_50_659.gif

You can also adapt the user permissions for yourself. 

click__1_.png Find out more about How to Grant Specific Permissions to the General Manager here, to the Affiliate Manager here and to the Account Manager here.

What will an 'old' user see now? 

  • Existing users that have been created before a New User Management release will have the same rights they have now (except rights on Statistics and Users, they can be flexibly modified based on your needs). To change it the relevant permissions should be checked in Sections. Once they are checked a user has access to checked sections only. 
  • While creating a new user, the system will give a user default permissions. Once specific sections are checked a user has access to checked sections only. 
    click__1_.png Find out more about default permissions here.

Once you're ready with users' account creation you can move further to Advertisers/Offers/Affiliates creation.

article.pngTherefore you may find the following articles helpful:

 If you have more questions on User Management sections, feel free to contact the Affise Support Team via support@affise.com or your Dedicated Account Manager.

Updated by Anastasia Deryugina 

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