At a Glance: This article provides a brief overview of custom role and how you can assign them to team members.
Overview
You can assign roles like Advertiser Manager, Publisher Manager, Admin, or Sub-admin to your team members, each with its own set of permissions and responsibilities. However, since these predefined roles come with certain limitations, we’ve introduced the Custom Role feature.
This gives you the flexibility to tailor access and permissions based on your team's specific needs—ensuring each member has the right level of control within the platform.
How to Assign a Custom Role
To assign Custom role follow the steps given below
Click on your profile icon in the top-right corner of the dashboard, then select "Team Members" from the dropdown menu.
Once the list of team members appears, click on the three vertical dots next to the member you want to edit, then choose Edit.
You’ll be taken to the member’s profile page. Click Edit under Settings.
Once you click Edit, you'll be redirected to the settings page. Go to the Role section and select Custom from the dropdown menu.
Upon selecting the Custom role, a warning will appear, allowing you to configure the exact permissions you’d like to assign. You can choose to retain the previously associated publishers and advertisers or remove those permissions as needed.
Available Permissions
After selecting the Custom role, you’ll see a list of permissions that you can assign to the team member.
If you click on "Check All", all permissions will be granted at once — no need to select each one individually.
You also have the option to uncheck all if you'd like to start fresh and choose only the ones you need.
Below is a list of available permissions that you can customise based on the specific responsibilities of each team member:
Link Management: Manage and edit tracking links for offers and campaigns.
Publisher-Specific Payouts: Set and manage custom payouts for individual publishers.
Team Member Management: Add, edit, or remove team members and manage their roles.
Invoice Management: View, generate, and manage invoices within the platform.
Automation Features, including:
Integrations: Configure and manage third-party network and e-commerce integrations.
Optimize Rules: Set optimization rules to improve campaign performance.
Auto Pause Campaigns: Automatically pause campaigns based on defined rules.
Offer Checker: Test campaign links and get instant alerts if they do not work or if the preview URL doesn’t match the final landing page.
Link Test Tools: Test tracking links to ensure proper redirection and functionality.
Smart Link Access: Manage Smart Links to optimize traffic distribution.
Export Access: Export data and reports from the platform for external use.
Conversion Access: Access detailed data related to conversions.
Payout Access: View and manage payout settings.
Customize Access: Customize platform settings and configurations.
Cap Report Access: View and manage cap limits for offers or campaigns.
Click Report Access: Access click reports for offers.
Campaign Report Access: View campaign performance analytics and metrics.
Conversion Report Access: Analyze conversion data for various offers.
Coupon Code Module Access: Manage and assign coupon codes to offers.
After selecting the permissions, click Save to ensure your changes are applied successfully.
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
