User Types

Introduction

The Convertr platform allows for a variety of different levels of access to the platform, known as User Types. These different levels allow all stakeholders to access the platform whilst controlling access and visibility into relevant areas, allowing data masking and ensuring compliance where applicable.

A quick overview of the types of users are as follows:

• Admin
  • The Admin user is able to see and manage all campaigns within the platform, and has access to specific platform-wide settings, such as currency
• Agency
  • The Agency User is assigned to specific Advertisers. They will only be able to see and manage the client-specific campaigns
• Advertiser
  • The Advertiser User is assigned only to campaigns under their Advertiser. Access to campaign setup is restricted and data can be masked.
• Advertiser Report User
  • The Advertiser Report User has the same access as the Advertiser User, however they are able to access more reporting tools.
• Publisher
  • The Publisher User is assigned to a specific Publisher account on the platform. They can then view these campaigns, upload and manage lead delivery and reporting.
• Creative Manager
  • The Creative Manager User is able to access specific campaigns and update creatives and assets.
• Report User
  • The Report User is able to see assigned campaigns and can access more advanced reporting capabilities
• Call Centre Operative
  • The Call Center Operative User is assigned to specific campaigns and can action leads as required.

Who should have these User Types?

• Admin
  • Admin Users should be Campaign Managers who look after or have access to all clients. These individuals will be managing and creating campaigns, adding and removing Publishers, etc.
• Agency
  • Agency Users should be Campaign Managers who look after specific clients or regions. They will also be managing and creating campaigns, adding and removing publishers, etc.
• Advertiser
  • Advertisers are the clients you are delivering for. They have a interest in seeing how the campaign is performing but are not able to access reports and invalid leads.
• Advertiser Report User
  • Advertiser Report Users are clients you are delivering for BUT who also need to pull reports from the platform.
• Publisher
  • Publisher Users are anyone who is delivering to the platform, no matter the method.
• Creative Manager
  • Creative Managers are the team members who simply need to upload campaign creatives.
• Report User
  • Report Users need to access the platform but only for reporting. They do not need to create or manage campaigns, but have full access to see the data.
• Call Centre Operative
  • Call Centre Operatives will be the individuals who are calling each lead for you.

Deep Dive Into The Different User Types

Admin	Advertiser	Advertiser Report User
Can see all campaigns Can pull all platform reports Option to mask all data Can amend platform enterprise settings Can create campaigns Can create all user types other than Admin Can see unmasked data on all leads	Can only see campaigns linked to their Advertiser(s) Can only see billable leads Can report on billable lead data Can see masked invalid leads See and create private Validation Lists	Can only see campaigns linked to their Advertiser(s) Can report on billable leads See and create private Validation Lists
Agency	Publisher	Creative Manager
Can only see data connected to linked Advertisers PII data masking Can pull majority of platform reports Can create campaigns Can create Publisher Users Can see unmasked data on all leads	Can import lead data Can export their lead data Can view performance reports for their Publisher(s) Can see campaign Validation and Simple Conditional lists	PII data masking Can only see campaigns linked to their Advertiser(s) Full access to the Creative Suite to manager creatives and assets
Report User	Call Centre Operative
Can only see campaigns linked to their Advertiser(s) Have access to all reports including Report Builder	Can only see campaigns linked to their Advertiser(s) Can update contact status of lead Can add notes to a lead Can only see valid and caution leads