Step 1: Users Creation

Time to read: 9 min

The article covers the following topics:

• An overlook of the Users section 
• How to create an account for your Managers?
• How to delete a User account? 
• How to grant specific permissions to your Managers?
• New Affiliate Manager
• New Account Manager

The Users section includes three sub-sections:

• User Management 

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

Find out more about the User Management section here. 

• User Activity log

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

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. 

How to create a user’s account?

To create a user’s account you need:

1. Press on the ‘Users’ - > ‘User Management’ - > ‘Create user’ button:

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

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

 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

 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.

You can add an image for a new user:

1. Press 'Change' button
2. Choose a needed picture
3. Crop it however you want.
4. Press 'Apply' button to save the picture.
5. Press 'Save' button to save the profile.

See the GIF:

We support JPEG, JPG and PNG formats. 

You also can do it via API: check this article to learn how to do it.

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:

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. 

 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 the General, Automation, Statistics, and Users sections:

Now you can permit/prohibit access to different sections in the Admin panel and different Stats slices or different actions that can be done with users, affiliates and advertisers.

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 difference between Sections and Permissions is that 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:

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 the Affiliates editing - means that the 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 the Advertiser section and the Offers section:

If 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 the 'User edit page' - > 'Sections' Tab:

You can also adapt the user permissions for yourself. 

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

New Account Manager 

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

If you want your new Account Manager has access only to some sections (ex. Advertisers, Automation, Billings, Offers, Dashboard) you need to select particular sections in the 'User edit page' - > 'Sections' Tab:

You can also adapt the user permissions for yourself. 

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

Therefore you may find the following articles helpful:

• How To Grant Specific Permissions To The General Manager?
• How To Grant Specific Permissions To The Affiliate Manager?
• How to Grant Specific Permissions to the Account Manager?
• How to create an Advertiser?
• How to set up a New Offer?
• How to create an Affiliate?

 If you have more questions on the User Management sections, feel free to contact the Affise Support Team via [e-mail] or your Dedicated Account Manager.

Updated by Anastasia Deryugina