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How to Grant Specific Permissions to the Account Manager?

Time to read: 10 min

topic.pngThe article covers the following topics:

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. 

click__1_.png Find out more about How to create a new User here.

New Account Manager

New Account manager by default has “Deny access” to Advertisers editing - means that the Account manager has no access to view and edit Advertisers in the Advertisers section, but has access to view and edit his/her assigned Advertiser and his/her Offers, and has access to all sections: Dashboard, Statistics, Offers, Smartlinks, Advertisers, Tickets, Billing, News, Export except Affiliate section. Advertisers editing permission also regulates the visibility statistics filters (Offers and Advertisers) and the possibility to generate billings for Advertisers:

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

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You can also adapt the user permissions for yourself. Let's look at a few cases on how to create new Account managers with different permissions and accesses. 

Users and Offers Permissions

Use Case #1

In case you want your new Account manager has access to all sections and has 'Write' permissions to Advertisers editing - means that the Account manager may view and edit all Advertisers in the Advertisers section and all Offers in Offers section, you need to change all default settings in the following way. Advertisers editing permission also regulates the visibility statistics filters (Offers and Advertisers) and the possibility to generate billings for Advertisers:

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After login, a new Account manager will be able to see all sections except the Affiliates section and will be able to look over all Advertisers in the Advertisers section (with/without managers, his/her Advertisers and others) and Offers in the Offers section, and will be able to sing in every Advertiser, look over statistics and edit all Advertisers:

Screenshot_100.png

Use Case #2

In case you want your new Account manager has:

  • access to all sections except Affiliates management section
  • possibility to edit one particular Advertiser and his/her Advertisers (Advertisers that assigned to this Account manager) and these Advertisers Offers
  • possibility to view all Advertisers and Advertisers of other managers and Offers
  • deny access to one particular Advertiser means that the Account manager will have no access to view or edit this particular Advertiser and his/her Offers

According to such conditions, the settings of the new Account manager will be the following:

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According to such settings new Account manager will have: 

  • 'Read' access to all Advertisers and Advertisers of other managers - means the possibility only view all Advertisers and Advertisers of other managers these Advertisers Offers but new Account manager may edit his/her assigned Advertiser and his/her Offers
  • 'Write' list gives the possibility to edit a particular Advertiser and his/her Offers
  • 'Deny' list excludes the possibility to view and edit particular Advertiser and his/her Offers

Use Case #3

In case you want your new Account manager has:

  • access to all sections except the Affiliate section
  • deny access to Advertisers editing - means that the Account manager will have no access to view and edit all Advertisers in the Advertisers section and Offers but will have the possibility to edit his/her assigned Advertiser and his/her Offers
  • possibility to edit one particular Advertiser and his/her Offers
  • possibility to view one particular Advertiser and his/her Offers

According to such conditions, the settings of the new Account manager will be the following:

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According to such settings new Account manager will have: 

  • 'Deny' access to all Advertisers - means that the Account manager will have no access to view and edit all Advertisers in the Advertisers section and Offers but will have the possibility to edit his/her assigned Advertisers and his/her Offers
  • 'Read' list gives the possibility to view a particular Advertiser and his/her Offers
  • 'Write' list gives the possibility to edit a particular Advertiser and his/her Offers

Screenshot_102.png

Statistics Permissions

All account managers statistics

Use Case #1

If you want your new Account manager to have 'Deny' access to All account managers statistics
but has 'Read' access to his/her Statistics and assigned Advertisers, you need to save all default settings provided by the Affise system. Go to the 'User edit' page - > 'Permissions' - > 'Statistics' - > 'All account managers statistics':

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After login, a new Account manager will be able only to see his/her Statistics in the Statistics section and assigned Affiliates.

import.png If you want your new Account Manager to view not only his/her Statistics and assigned Advertisers but also other Account managers and Advertisers, you can use the 'Read' list

Use Case #2

In case you want your new Account manager has 'Read' access to All account managers statistics  - means the possibility view Statistics in the Statistics section for all Advertisers, but has no access to a particular Account manager(-s) and Advertisers Statistics, you need to set 'Read' access to All account managers statistics with the 'Deny' list:

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After login, a new Account manager will be able to see all Statistics in the Statistics section, but will not be able to see particular Account manager(-s) and Advertisers from the 'Deny' list.

All affiliate managers statistics

Use Case #1

In case you want your new Account manager has 'Read' access to All affiliate managers statistics
 - means the possibility view Statistics in Statistics section for all Affiliates, but has no access to particular Affiliate manager(-s) and Affiliates Statistics, you need to set 'Read' access to All affiliate managers statistics with the 'Deny' list:

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After login, a new Account manager will be able to see Affiliates Statistics in the Statistics section except for Affiliate manager and his/her Affiliates from the 'Deny' list.

Use Case #2

In case you want your new Account manager has 'Deny' access to All affiliate managers statisticsbut has 'Read' access to particular Affiliate manager(-s) and Affiliates Statistics, you need to set 'Deny' access to All affiliate managers statistics with the 'Read' list:

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After login, a new Account manager will be able only to see Affiliate manager(-s) and his/her Affiliates Statistics from the 'Read' list, but will not be able to see all affiliates Statistics. 

Advertisers stats

Use case #1

'Advertisers stats' permission regulates the visibility of the 'Advertisers' statistic slice. In case you want your new Account manager to have access to the Advertisers statistic slice, you need to save all default settings provided by the Affise system. This permission also regulates the possibility to Group statistics by Advertisers. Go to the 'User edit' page - > 'Permissions' - > 'Statistics' - > 'Advertisers stats':

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After login, a new Account manager will not be able to see the Advertisers statistic slice:

Screenshot_212.png

Use case #2

In case you want your new Account manager has no access to the Advertisers statistic slice, you need to set 'Deny' access to Advertisers stats

Screenshot_46.png

After login, a new Account manager will be able to see the Advertisers statistic slice:

Screenshot_209_1_.png

Affiliates stats 

Use case #1

'Affiliates stats' permission regulates the visibility of the 'Affiliates' statistic slice. In case you want your new Account manager to have no access to the Affiliates statistic slice, you need to save all default settings provided by the Affise system. This permission also regulates the possibility to Group statistics by Affiliates. Go to the 'User edit' page - > 'Permissions' - > 'Statistics' - > 'Affiliates stats':

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After login, a new Account manager will not be able to see the Affiliates statistic slice:

Screenshot_207_1_.png

Use case #2

In case you want your new Account manager has access to the Affiliates statistic slice, you need to set 'Read' access to the Affiliates stats:

Screenshot_47.png

After login, a new Account manager will be able to see the Affiliates statistic slice:

Screenshot_206_1_.png

Account manager stats

Use case #1

Account manager stats permission regulates the visibility of the 'Account manager' statistic slice. In case you want your new Account manager to have no access to the Account manager statistic slice, you need to save all default settings provided by the Affise system. This permission also regulates the possibility to Group statistics by Account managers. Go to the 'User edit' page - > 'Permissions' - > 'Statistics' - > 'Account manager stats':

Screenshot_48.png

After login, a new Account manager will not be able to see the Account manager statistic slice:

Screenshot_208_1_.png

Use case #2

In case you want your new Account manager has access to the Account manager statistic slice, you need to set 'Read' access to Account manager stats:

Screenshot_49.png

After login, a new Account manager will be able to see the Account manager statistic slice:

Screenshot_211_1_.png

Affiliate manager stats

Use case #1

Affiliate manager stats permission regulates the visibility of the 'Affiliates managers' statistic slice. In case you want your new Account manager to have no access to the Affiliates managers statistic slice, you need to save all default settings provided by the Affise system. This permission also regulates the possibility to Group statistics by Affiliates managers. Go to the 'User edit' page - > 'Permissions' - > 'Statistics' - > 'Affiliate manager stats':

Screenshot_50.png

After login, a new Account manager will not be able to see the Affiliates managers statistic slice:

Screenshot_208_1_.png

Use case #2

In case you want your new Account manager has access to the Affiliates managers statistic slice, you need to set 'Read' access to the Affiliate manager stats:

Screenshot_51.png

After login, a new Account manager will be able to see the Affiliates managers statistic slice:

Screenshot_210_1_.png

Settings permissions 

Account manager by default has "Deny" access to Settings section permissions - means that the Account manager does not have access to ‘Settings’ section:

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In case you want your Account manager has “Write access” to Settings section permissions - means that the Account manager has access to the ‘Settings’ section and can perform necessary actions within this section, you need to set the next settings in the 'User edit page' - > ‘Permissions’ - > ‘General’ - > ‘Settings’:

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import.png Only the General manager has access to the User edit page. 

Marketplace permissions

Use Case #1

Account manager by default has "Read" access to Marketplace section permissions - means that the Account manager has access to the ‘Marketplace’ section, but cannot perform any actions in this section, only browse the list of plugins and each plugin separately, you need to set next settings in the 'User edit page' - > ‘Permissions’ - > ‘General’ - > ‘Marketplace’

Screenshot_45.png

Use Case #2

In case you want your Account manager has “Write access” to Marketplace section permissions - means that the Account manager has access to the ‘Marketplace’ section and can perform necessary actions within this section, you need to set the next settings in the 'User edit page' - > ‘Permissions’ - > ‘General’ - > ‘Marketplace’:

Screenshot_44.png

Use Case #3

In case you want your Account manager has "Deny" access to Marketplace section permissions - means that the Account manager has access to the ‘Marketplace’ section, but cannot perform any actions in this section, only browse the list of plugins, you need to set next settings in the 'User edit page' - > ‘Permissions’ - > ‘General’ - > ‘Marketplace’

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import.png Only the General manager has access to the User edit page. 

 article.pngTherefore you may find the following articles helpful:

 If you have more questions on How to Grant Specific Permissions to the Affiliate Manager, feel free to contact the Affise Support Team via support@affise.com or your Dedicated Account Manager.

Written by Anastasia Deryugina 

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