TapClicks has three elements of a user that, taken together, identify what a user can do within the platform and on which record(s) the user can act.
These elements are User Type, Role and Orders & Workflow Role. These combine to provide a flexible model where access can be controlled at a granular level.
User Type
- Controls the clients to whom a user has access.
- Controls the basic functions that a user can perform, primarily in the TapReports and TapAnalytics products.
Role
- Customizable access for features/pages in Reporting & Analytics.
Orders & Workflow Role
- Orders & Workflow functional access.
If you’re looking for documentation regarding the TapReports/TapAnalytics customizable roles, see this article.
The combination of User Type and Orders & Workflow Role determines the particular access for a user in Orders & Workflow and is what is outlined below.
User Types
SuperAdmin
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Access all areas of the platform
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Intended for an administrative-level user
Business Unit Admin
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Assigned to a business unit (or a group of business units).
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Access:
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Clients and client groups that are assigned to their business unit.
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May have access to edit/create/assign dashboards and Report Studio reports for their business unit.
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May clone shared items like dashboards, Report Studio, data profiles from a non-business unit specific version, and make it specific to their business unit.
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May have access to map clients in their business unit within.
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May be able to connect to new data sources that are specific to their business unit.
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Can administer other users within their business unit.
Agent
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Assigned to a client group.
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Access:
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Read-only on dashboards and Report Studio reports.
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Can export reports and set up scheduled reports.
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Intended for users who have access to multiple clients (and their data), but should not be able to make modifications (i.e., salespeople, campaign managers, clients).
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Client
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Assigned to a client
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Access read-only on dashboards, and only their client’s data
Orders & Workflow Roles
Orders & Workflow roles
SuperAdmin
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Access to all configuration and access to all business units, customers, orders, line items, tasks and functions.
Ad Operations Manager
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Access:
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Creating/editing/viewing all orders, line items and flights based on their business unit.
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My Tasks and Queues based on their assigned queues.
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Queue Manager page to manage workload.
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Ad Operations
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Access:
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Creating/editing/viewing all orders, line items and flights based on their business unit.
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Tasks and queues based on their assigned queues.
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Sales
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Access:
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Creating/viewing orders, line items and flights where they are the assigned salesperson (salesperon_id).
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Editing orders, line items and flights based on the order status of Draft.
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Tasks and queues based on their assigned queues.
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Sales Manager
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Access:
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Creating/editing/viewing orders, line items and flights based on their business unit.
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Tasks and queues based on their assigned queues.
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Sales Support
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Access:
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Creating/viewing orders, line items and flights based on their business unit.
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Editing orders, line items and flights based on order status of Draft.
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My Tasks and Queues based on their assigned queues.
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Vendor
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Access My Tasks and My Queues based on their assigned queues.
Vendor Restricted
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Access My Tasks.
Partner
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Access:
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My Tasks.
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Viewing orders, line items and flights based on their My Tasks list.
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Sales Viewer
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Viewing orders, line items and flights based on their business unit.
Viewer
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Access:
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Viewing orders, line items and flights.
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Viewing tasks for orders, line items and flights to which they have access.
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Finance
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Access:
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Viewing orders, line items and flights based on their assigned business unit.
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Viewing My Tasks and My Queues (based on queue assignment).
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Client
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Access viewing orders. line items and flights assigned to their client
Example Combinations of Roles & User Types
Campaign Manager
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User type: Business Unit Admin
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Orders & Workflow role: Ad Operations
Ad Ops or Media Buyer
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User type: SuperAdmin
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Orders & Workflow role: Ad Operations Manager
Sales
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User type: Agent
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Orders & Workflow role: Sales
Sales Leader
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User type: Business Unit Admin
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Orders & Workflow role: Sales Manager
Client/Advertiser (or Multi-Location Client)
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User type: Client or Agent
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Orders & Workflow role: Client
Agency (of Managed Service Provider)
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User type: Business Unit Admin
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Orders & Workflow role: Ad Operations
Market Administrator
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User type: Business Unit Admin
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Orders & Workflow role: Ad Operations Manager