Before you begin: This article explains the functions of each user type. If you're interested in the process of creating a user, please refer to How to Create, Edit, or Delete a User
When adding a new user, you must select a user type, as it determines the user's permissions and access to the platform. There are four user types available to choose from in the platform:
- Super Admin
- Client
- Business Unit Admin
- Agent
Super Admin
Super Admins have full access to the platform. They can view and manage all data source connections, dashboards and reports, and manage the TapClicks structure by creating new Clients, Business Units, or Client Groups, if applicable. Additionally, Super Admins 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. It is important to note that only Super Admins can assign or create other Super Admin users.
Client
Client users are designed for external stakeholders, such as marketing agency clients. These users can view dashboards and export reports, but only for their own data. As Client users have read-only access, they cannot make changes to configurations or settings. They can, however, be added to one or multiple Data profiles to manage what your client users have visibility into in terms of the data. This user type is ideal for providing clients with visibility into performance without compromising configuration integrity.
Business Unit Admin
The Business Unit Admin user type is applicable when your TapClicks structure includes Business Units. Business Unit Admins can administer everything needed to manage their Business Unit, including creating new users of any type except Super Admin. They can 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
Agent
Agents are Client Group managers who monitor and report on the Client Groups that they are assigned to. If your organization does not use Client Groups, you may not need Agent users. Agents can access Dashboards and generate Reports, making them effective in tracking and reporting performance for their assigned Client Groups. However, Agents cannot perform administrative tasks, such as adding users or connecting new data sources. 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