Add New User Account

This tutorial explains how to add a new user account and configure permissions.

Navigate to User Management

Go to Ad Managers > Ad Managers List > Add Account.

Add User Account

Define User Roles and Permissions

Roles determine a user’s access to platform sections. Available roles:

• Administrator: Full system access.

• AM (Advertisers Manager): Manages advertisers and offers.

• PM (Publisher/Affiliate Manager): Manages affiliates and offers.

• Finance&Sales: Access to billing and sales reports.

Configure Data Permissions

The table below outlines permissions for each role across platform modules:

	Administrator	AM	PM	AM&PM	Finance&Sales
Dashboard	All	Advertiser&Offer for the AM	Advertiser&Offer for the PM	Determine AM&PM account permissions	All
Advertiser	All	Advertiser for the AM	All	Advertiser for the AM	All
Affiliate	All	All	Affiliate for the PM	Affiliate for the PM	All
Report	All	Advertiser&Offer for the AM	Advertiser&Offer for the PM	Determine AM&PM account permissions,AM is displayed by default	All
Adv Billing	All	Advertiser‘s Billing for the AM	All	Advertiser‘s Billing for the AM	All
Aff Billing	All	All	Affiliate‘s Billing for the PM	Affiliate‘s Billing for the PM	All

Add Sub Accounts

1. Click Modify on the manager’s account.

2. Select Add Sub Account.

3. Sub accounts inherit data permissions from their parent manager.

Add Sub Accounts

Step 5: Set Up Auth Templates

1. Go to Ad Managers > Auth Template > Add > Customer.

2. Customize permissions for roles (e.g., AM, PM, Finance&Sales).

3. Save the template to apply standardized permissions.

Custom permission template