At a Glance: This article will help you comprehend how to add team members to the account directly from the Trackier Dashboard.
Overview:
Trackier allows you to easily divide the verticals among your team members for much better efficiency and running. These managers can access publishers and advertisers based on the roles given to them. Each role will come with some new responsibilities and access conditions.
How to add Team Members?
1. Accessing the Team Members section.
Hit the Trackier icon placed at the top right corner of your dashboard to access the Team Members section.
2. Adding new team members.
You can add a member through the action button on the top right, as shown in the image below. You can manage the permissions allowed for the team members that you will add. Following that, fill in the required details and hit the Save button.
Add the name, email address, and account status of the member, along with the role that you would want to assign them
In the case of a custom team member role, the permissions tab will be displayed,, like in the picture below:
Note: One can also edit, disable, delete, or login as any of the members in the main view panel.
Description of team members:
Publisher Manager: Access to assigned publishers and their data. Responsible for managing all the publisher's end data and reports. They will not be able to access any other function in the panel except the assigned publishers.
Advertiser Manager: Access to assigned advertisers and their data. Responsible for managing all the advertiser's end data and reports. They will not be able to access any other function in the panel except the assigned advertisers.
Operation Manager: Access to reports and operational works. The publishers can be assigned through the operational manager, but no edit access will be given to them. They can access advertisers as well as publisher reports. They will not be able to fetch the tracking link for the publishers.
Analyst: They have read-only access to all network data. They can manage the campaigns and fetch the tracking links for the publishers, except that no other edit function is assigned to them. They have access to Manage Publishers and Advertisers on the main dashboard and can edit their post-backs.
Admin: Complete access is given to the admins. They can assign multiple tasks and roles to their team members and monitor them according to their roles. They can edit and change any setting on the panel.
Sub-admin: Complete access has been given to those who are assigned this designation. The only thing that they cannot access is the billing and invoice side details on the panel. They can also edit the global-level payouts, irrespective of the publisher assigned to them. Under the reporting section, subadmins can view the reports of their reporters as well.
Accountant: They have access to generate invoices for all advertisers and publishers. The accountant can access invoices' details, approve them, and change their status as well.
Custom: With the Custom role, you can decide what permissions you would like to give to your members and alter them as per your needs and requirements.
Managing your team members
Once you have added team members, you can make changes to their access as per your needs.
To do so, you have to select the member you want to make changes to, and you will be directed to the following interface:
Trackier also provides the option to add additional role to a member which will give extended access to the member.
These roles include:
Default: There will be no restriction on the data visibility of the team member.
Advertiser Manager: You can assign the advertisers to your team member, and only the assigned advertiser's data will be visible to your team member.
Affiliate Manager: You can assign the affiliates to your team member, and only the assigned affiliate's data will be visible to your team member.
Affiliate + Advertiser Manager: You can assign advertisers as well as affiliates to your team member, and only the assigned user's data will be visible to your team member.
Data Visibility: You can set whether the team member will see the data of all the users or just the assigned users.
Upon doing this, you can provide access to view reports from publishers of your choice.
You can either select the publishers manually or upload a CSV to perform this action in bulk.
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 Trackier's support or using the in-platform chat feature.
