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 IO Tool Role (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.
IO Tool 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 IO Tool Role determines the particular access for a user in Orders & Workflow and is what is outlined below.
User Types
SuperAdmin
-
Access all areas of the platform
-
Intended for an administrative-level user
Business Unit Admin
-
Assigned to a business unit (or a group of business units).
-
Access:
-
Clients and client groups that are assigned to their business unit.
-
May have access to edit/create/assign dashboards and Report Studio reports for their business unit.
-
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.
-
May have access to map clients in their business unit within.
-
May be able to connect to new data sources that are specific to their business unit.
-
-
Can administer other users within their business unit.
Agent
-
Assigned to a client group.
-
Access:
-
Read-only on dashboards and Report Studio reports.
-
Can export reports and set up scheduled reports.
-
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).
-
Client
-
Assigned to a client
-
Access read-only on dashboards, and only their client’s data
IO Tool Roles
Orders & Workflow roles
SuperAdmin
-
Access to all configuration and access to all business units, customers, orders, line items, tasks and functions.
Ad Operations Manager
-
Access:
-
Creating/editing/viewing all orders, line items and flights based on their business unit.
-
My Tasks and Queues based on their assigned queues.
-
Queue Manager page to manage workload.
-
Ad Operations
-
Access:
-
Creating/editing/viewing all orders, line items and flights based on their business unit.
-
Tasks and queues based on their assigned queues.
-
Sales
-
Access:
-
Creating/viewing orders, line items and flights where they are the assigned salesperson (salesperon_id).
-
Editing orders, line items and flights based on the order status of Draft.
-
Tasks and queues based on their assigned queues.
-
Sales Manager
-
Access:
-
Creating/editing/viewing orders, line items and flights based on their business unit.
-
Tasks and queues based on their assigned queues.
-
Sales Support
-
Access:
-
Creating/viewing orders, line items and flights based on their business unit.
-
Editing orders, line items and flights based on order status of Draft.
-
My Tasks and Queues based on their assigned queues.
-
Vendor
-
Access My Tasks and My Queues based on their assigned queues.
Vendor Restricted
-
Access My Tasks.
Partner
-
Access:
-
My Tasks.
-
Viewing orders, line items and flights based on their My Tasks list.
-
Sales Viewer
-
Viewing orders, line items and flights based on their business unit.
Viewer
-
Access:
-
Viewing orders, line items and flights.
-
Viewing tasks for orders, line items and flights to which they have access.
-
Finance
-
Access:
-
Viewing orders, line items and flights based on their assigned business unit.
-
Viewing My Tasks and My Queues (based on queue assignment).
-
Client
-
Access viewing orders. line items and flights assigned to their client
Example Combinations of Roles & User Types
Campaign Manager
-
User type: Business Unit Admin
-
IO tool role: Ad Operations
Ad Ops or Media Buyer
-
User type: SuperAdmin
-
IO tool role: Ad Operations Manager
Sales
-
User type: Agent
-
IO tool role: Sales
Sales Leader
-
User type: Business Unit Admin
-
IO tool role: Sales Manager
Client/Advertiser (or Multi-Location Client)
-
User type: Client or Agent
-
IO tool role: Client
Agency (of Managed Service Provider)
-
User type: Business Unit Admin
-
IO tool role: Ad Operations
Market Administrator
-
User type: Business Unit Admin
-
IO tool role: Ad Operations Manager