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Understanding User Types and Roles

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Role/User Type Interactions

There are three elements of the TapClicks platform that together identify both the functions that a user can do within the platform and on which record(s) the user can act. These elements are:

  1. User type
  2. TapAnalytics/TapReports role
  3. TapOrders/TapWorkflow role

These three elements combine to provide a flexible model where user access can be controlled at a granular level. The combination of particular user types with TapOrders/TapWorkflow roles results in the full set of what a user can access and for whom. 

 

User Types

The users types apply to users platform wide.

  • SuperAdmin 
      • Access to all areas of the platform. Intended for an administrative level user.
  • Business Unit Admin 
      • Access to clients, data sources, accounts specific to a particular business unit.
      • May have access to edit/create/assign dashboards and Report Studio files.
      • May clone shared items like dashboards, Report Studio, data profiles from a non-BU specific version and make it specific to their business unit.
      • May have access to Map BU clients to specific data source accounts.
      • May be able to connect up new data sources that are specific to their BU.
      • Can access clients and client groups that are assigned to their business unit.
      • Can administer other users within their business unit.
      • Cannot access anything that impacts other business units.
  • Agent
      • Secured to list of clients who are members of  the client group assigned to the user.
      • Read only access to dashboards and Report Studio files.
      • Can export reports and setup scheduled reports.
      • OFrn used for salespeople, campaign managers or even clients who have multiple client records they need to access but otherwise cannot make modifications.
      • Cannot add/manage/map clients or users.
  • Client
      • Access to specific dashboards  that are made available via the assigned data profile.
      • Read only access to only the data for the client record to which they are assigned.
      • Can change their own password and select their own home page.

 

Role Based Access Control

TapClicks has a single, unified platform role-based access control (RBAC).

 

TapOrders & TapWorkflow Roles

These roles are specific to TapOrders and TapWorkflow.

  • SuperAdmin - Billed as Ad Operations
      • Access to all configuration and access to all business units, customers, orders, line items, tasks and functions.
  • Ad Operations Manager  - Billed as Ad Operations
      • Access to all orders, tasks based on their assigned TapReports business unit.
      • Access to queues based on their assigned queue list.
      • Access to Queue Manager page to manage workload.
  • Ad Operations  - Billed as Ad Operations
      • Access to orders, line items, queues, tasks.
      • Role uses TapReports business unit assignment to automatically select business unit.
      • Access to queues based on their assigned queue list.
  • Sales  - Billed as Sales
      • Access to only orders assigned to their salesperson ID.
      • Access to all line items for their orders, and queues based on their assigned queue list.
      • Role uses TapReports business unit assignment to automatically select business unit.
      • Can only edit orders (and its line items) that are editable.  An order is editable if its status is draft.
  • Sales Manager - Billed as Sales
      • Access to orders, line items, queues, tasks.
      • Role uses TapReports business unit assignment to automatically select business unit.
      • Access to queues based on their assigned queue list.
      • Can edit orders and line items without restriction.
  • Sales Support - Billed as Sales
      • Access to orders, line items, queues, tasks.
      • Role uses TapReports business unit assignment to automatically select business unit.
      • Access to queues based on their assigned queue list.
      • Can only edit orders (and its line items) that are editable.  An order is editable if its status is draft.
  • Vendor - Not Billable
      • Vendors have access to My Tasks, My Queues and their assigned queues.
      • Vendors cannot link back to orders or line items and cannot see the other products sold on an order.
  • Vendor Restricted - Not Billable
    • Vendor Restricted can access only My Tasks. They must explicitly be assigned individual tasks and cannot work out of queues.
  • Partner - Not Billable
      • Partners have access to My Tasks.
      • They do NOT have access to QUEUES.
      • Partners CAN link back to orders or line items they are associated with and can see the other products sold on an order.
  • Sales Viewer  - Not Billable
      • Read only access to orders. No access to Workflow, My Tasks or My Queues.
      • No access to detailed orders.
  • Viewer  - Not Billable
  • Finance  - Not Billable
  • Client  - Not Billable

 

Common Combinations of Roles and User Types

  • SuperAdmin/Campaign Manager/AdOps Manager
  • SuperAdmin/Ad Operations
  • Agent/Campaign Manager
  • Agent/Salesperson
  • Client/Client
  • Agent/Client (multi-location client)
  • BU Admin/Ad Operations (agency of managed service provider)
  • Market Administrator - BU Administrator/Ad Operations Manager
  • Sales Support person in market - BU Administrator/Sales

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