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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?

CONTENT SYNDICATION

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

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

  • Connected Apps

    • Read/Write Depending on enterprise

User type can connect and Read/Write

View Live leads

Access and run reports:

  • Advertiser Performance

  • ROI Breakdown

  • Publisher Report

  • Publisher Performance

  • Global Lead Export (filtered by agency advertisers)

Batch Management

Can Read/Write Global Validation lists

Campaign: Full Campaign Functionality except logs

  • Create/Duplicate Campaigns

Campaign Leads Edit Whitelisted Data

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)

    • 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

    • Can only export whitelisted data

    • Full Campaign Functionality

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