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An agency user may be assigned to an agency and can add advertiser(s) but not delete them. Agency users can create campaigns and view campaigns for only the advertisers they are associated with.
Super admin and admin users can create agency users and access the ‘Agencies’ side tab to add/edit/delete agencies on the platform
Setting up an agency
A logged in super admin or admin user should navigate to Dashboard->Agencies for the agency listing page
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The following functionalities are available on this page
Add Agency
Delete Agency
Edit Agency
Associate Advertisers
Data Masking
Additionally it is also possible to search for agencies by their Id or Name. Users can also perform search on the Notes and Last Updated columns. As with many other screens, user can use the ‘Custom Table Views’ option to add/remove columns from the listing table. There is also an option to select the number of items to be displayed per page.
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Add Agency
Name | Required | Notes |
Agency Name |
| Name has to be unique |
First Name |
| |
Last Name |
| |
Email(s) |
| It is possible to add multiple mail ids |
Telephone |
| |
Notes |
|
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