...
Feature | Description | Acceptance Criteria |
---|---|---|
Add / Edit Advertiser Insertion Order | User type can create and edit Advertiser Insertion order within their Enterprise | |
Add / Edit Advertiser Value Transforms | User type can create and edit Advertiser Value Transforms within their enterprise | |
Add / Edit Advertiser Validation Lists | User type can create and edit Advertiser Validation Lists within their enterprise | |
Add / Edit Advertiser Default Value Settings | User type can create and edit Default Value Settings within their enterprise | |
Add / Edit Account Details | User type can create and edit Account Details within their enterprise | |
Add / Edit Publisher Users | User type can create and edit Publisher users for their enterprise | |
| User type can connect and Read/Write | Given I have permission for my enterprise to create a connection to a ‘Connected App’ When I connect an app (Marketo, LinkedIn, Facebook, ON24, Bombara, Eloqua, Twillo) Then I should be able to setup a new connection AND all field data should be collected as expected via the API’s. |
View Live leads | User should be able to view Leads in the platform. The status of the leads should be visible in real time. | Given I have a campaign with Live leads. When I view the Campaign Leads section Then I should be able view leads in the Leads table. |
Access and run reports:
| User will be able to access all the reports in the Reports section. | Given I am logged in When I view the Reports section Then I should be able to access all the reports and generate new reports based on date, advertiser, campaign selections. |
Batch Management | User will be able to access the Batch Management area of the platform. In Batch Management area user can View ‘Pending’ and ‘Sent’ batch files.(Batch Integration ) | Given I am logged in When I view the System section of the platform Then I should be able to access the ‘Batch Management’ area. |
Can Read/Write Global Validation lists | Users can create and edit Validation lists for their enterprise | |
Campaign: Full Campaign Functionality except logs
| User can Create and Duplicate Campaigns for their enterprise. | |
Campaign Leads Edit Whitelisted Data | User can view and edit | |
With Masking all above functionality is available except: | ||
Reports: Can’t View Report Builder | Reports: Global Lead Export (filtered by agency advertisers) | Campaign: Can only export whitelisted data |
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
Agency Masked
...
View campaigns from advertisers that have been assigned to them
...
Advertisers
Read/Write Advertiser IO(s)
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
...
Can’t View Report Builder (technical restrictions for masked data)
Report Builder should not be visible is Masking is enabled | Given: Masking is enable for the enterprise When I view the Reports section Then: I should not be able to access the Report Builder. |
Reports: 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
Campaign: Can only export whitelisted data |
...
User can only export data that has been selected from the ‘Whitelist data’ table/ area | ||