Agency users should be able to access the following features with in the Platform when they login:
Dashboard
Widgets visible: Campaign Totals, Leads total
Advertisers:
Ability to 'Add' new Advertiser
Ability to ‘Create a Campaign’
Ability to 'View' a Campaign
Publisher:
Ability to 'Add' new Publisher
Ability of to ‘Import Publishers’ from a file
Ability to ‘Edit' a Publisher details
Ability to 'View' a Publisher details
Ability to 'Delete' a Publisher details
Forms:
Ability to 'Add' new Active Form
Ability to 'Edit' Active Form
Ability to 'Save As New' an Active Form
Ability to 'Add via CSV' for Active Form
Ability to 'Archive' Active Form
Ability to ‘Activate ’ an Archive Form
Ability to ‘Edit’ an Archive Form
Ability to ‘Delete’ an Archive Form
Leads:
Widgets visible: Leads Breakdown (Pst 30 days), Billable Leads across Active campaigns ‘Leads', ‘Invalid (%)’, ‘Valid (%)’, 'Delivered (%)’
Ability to ‘Flag/Manage’ a Lead
Users:
Ability to ‘Add a New User’ to the Convertr instance
Ability to ‘Edit’ a Users details
Ability to ‘Delete’ a Users details
Ability to ‘Search’ for a User
Ability to ‘Download ’ a CSV file of Users list
Ability to set a ‘Watch’ status for a User
Ability to ‘Enabled / Disabled’ User status
Connected Apps:
Google Ads
Bombara
ON24
Twillio
Eloqua
Reports:
Advertiser Performance
ROI Breakdown
Publisher Report
Publisher Performance
Lead Export
System:
Validation Lists
Batch Management