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Accountant User Roles & Permissions Overview

This guide explains how accountants in Trackier can generate, view, and manage invoices for publishers and advertisers according to assigned permissions.


Overview

The Accountant role in Trackier is designed for finance users responsible for invoice creation, invoice management, and conversion handling across publishers and advertisers.

This role ensures controlled financial access while maintaining visibility over billing and reporting operations.

Role Overview

The Accountant role in Trackier is focused on financial operations, invoicing, and reconciliation, ensuring accurate billing across publishers and advertisers.

An Accountant can:

  • Generate invoices for both publishers and advertisers based on tracked performance data

  • View, manage, and maintain complete invoice records and history

  • Update invoice status throughout its lifecycle (create, review, approve, modify)

  • Access conversion data to support billing verification and discrepancy resolution

  • Work within defined KPI visibility settings for accurate financial reporting and analysis

Invoice Management

The Accountant has full control over invoices, including:

  • Create invoices (publishers & advertisers)

  • View invoice history and details

  • Edit and update invoices

  • Approve or change invoice status


Conversion Access

  • Full access to conversion data

  • Ability to review and correct conversion issues

  • Supports billing accuracy and reconciliation

Trackier Guide: Accountant User Roles & Permissions


KPI Visibility

  • KPIs can be configured for Accountant access

  • Used for reporting, conversion tracking, and invoice validation

Trackier Guide: Accountant User Roles & Permissions

Note: The Accountant role is strictly limited to financial and invoicing operations, ensuring accurate billing and reconciliation without access to campaign or platform configuration settings.

Access Restrictions

The Accountant role does NOT have access to:

  • Campaign management

  • Publisher management

  • Advertiser management

  • Daily / hourly / cohort / CAP / adjust reports

  • Click and impression reports

  • Postback sent logs

  • Customize section

  • Automation features

Summary

The Accountant role in Trackier is a finance-focused access level that enables invoice generation, validation, and conversion-level financial tracking while restricting operational and campaign-level access.



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