This article describes the permissions and function of each user type. If you're interested in the process for creating user, follow this step-by-step guide: How to Create, Edit, or Delete a User
Any time you add a new user, you will need to select a user type, and the type determines what the user can configure and access on the platform. There are four user types available to choose from in the platform:
- Super Admin
- Business Unit Admin
Super Admins have full access to the platform. This means they can view and manage all of the data source connections and create dashboards and reports. Also, they can manage the TapClicks structure by creating new Clients, Business Units or Client Groups if applicable. The Super Admin can set up Data Profiles. If you’re not familiar with Data Profiles, learn more here. Lastly, Super Admins can add all of the user types. And please note that only Super Admins can add other Super Admin users.
If you are a marketing agency or have external clients, then you would create these external people as Client users. A client user has access to view dashboards and can export reports, but only for their own data. You can think of the client user type as having read-only access, so they can’t change what’s configured for them. Last but not least, individual client users can be added to one or multiple Data profiles to manage what your client users have visibility into in terms of the data.
Business Unit Admin
A Business Unit Admin user type is only used when you have configured your TapClicks structure with Business Units. A Business Unit Admin can administer everything needed to manage their Business Unit. Business Unit Admins can create new users as any user type, except for a Super Admin. They can also access all the Client data within their Business Unit, create custom Dashboards and set up Data Profiles for their Business Unit.
For more information, see How to Create A Business Unit
Agents are set up to monitor Client Groups that they are assigned to. So, if you’re not using Client Groups you might not have any Agent users. Think of Agents as a client group manager and not an administrator. Agents can access Dashboards and generate Reports, but cannot perform admin. functions such as connecting new data sources or adding users. An Agent really serves to monitor their Client Groups and report out using reports and dashboards.
For more information about client groups and when to use them, see How to Create and Edit Client Groups