What does it do?
This is a user type that allows Agencies to view campaigns for advertisers that have been assigned to them. It also enables Read / Write ability in relation to Insertion Orders, Value Transforms, Validation Lists, Default Value Settings, Account details , Ability to view live leads, Ability to view selected Reports, Ability to create and duplicate campaigns, Batch management and Lead Export. Agency users can also manage their Advertiser and Publisher uses.
Agency users can also utilise Masking for the above mentioned areas of the platform. This enables users to obscure data from other users if this is required for data privacy.
What use case(s) does this apply to?
Status | ||||
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Why would clients find this useful?
Clients would find this useful as it enables them to validate data being provided by multiple Advertisers.
Clients would find this useful as it enables them to set Default values for data being provided by multiple Advertisers.
Clients would find this useful as it enables them to manage the accounts of multiple Advertisers.
Clients would find this useful as it enables them to export lead data being provided by multiple Advertisers.
Clients would find this useful as it enables them to view Live leads being provided by multiple Advertisers.
Clients would find this useful as it enables them to view / create a selection of reports from the data being provided by multiple Advertisers. These reports include: Advertiser Performance, ROI Breakdown, Publisher Report, Publisher Performance, Global Lead Export.
Key Talking Points
Feature | Description | Acceptance Criteria |
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Add / Edit Advertiser Insertion Order | ||
Add / Edit Advertiser Value Transforms | ||
Add / Edit Advertiser Validation Lists | ||
Add / Edit Advertiser Default Value Settings | ||
Add / Edit Account Details | ||
Add / Edit Publisher Users | ||
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Agency
View campaigns for advertisers that have been assigned to them
Advertisers
Read/Write Advertiser IOs
Read/Write Advertiser Value Transforms
Read/Write Advertiser Validation Lists
Read/Write Advertiser Default Value Settings
Read/Write Account Details
Read/Write Advertisers
Publisher
Read/Write Publishers
Read/Write Publisher Users
Live Leads
Can View
Users
Read/Write Publisher Users
Reports
Advertiser Performance
ROI Breakdown
Publisher Report
Publisher Performance
Global Lead Export (filtered by agency advertisers)
Connected Apps
Read/Write Depending on enterprise
System
View Batch Management
Can Read/Write Global Validation lists
Batch Management
Campaign
Create/Duplicate Campaigns
Leads Edit Whitelisted Data
Full Campaign Functionality except logs
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