Admin

Admin

• Full Permissions

• Read/Write Enterprise Section

• Can’t see provider logs (as we can’t filter the logs to not show sensitive data)

• Can’t impersonate

Admin Masked

• Full Permissions

• Read/Write Enterprise Section

• Can’t view Insights or Report Builder (technical restrictions for masked data)

• Can’t see provider logs (as we can’t filter the logs to not show sensitive data)

• Can’t impersonate

Visible to this user type in the plaform:

Dashboard

Open

Campaign Table:

Open

Widgets visible:

Campaign Totals (Month)': ‘Impressions’, ‘Clicks (%)’ , ‘Conversion (%)’ , 'Billable (%)’

Invalid / Valid Widget

Leads Totals (Month): ‘Leads', ‘Invalid (%)’ , ‘Valid (%)’ , 'Delivered (%)’

Enterprise:

Overview

Yet to be migrated to new platfrom.

Processor:

Credential Manager

Account

Yet to be migrated to new platform.

Contact:

Yet to be migrated to new platform.

Asset Feed:

Yet to be migrated to new platform.

Configuration:

‘Currencies’:

Add Currency:

Edit Currency:

‘Channels’:

Channels can be accessed via the Configuration dropdown menu

Add Channel:

Edit Channel:

‘Data Retention':

Yet to be migrated to new platform.

‘Alerts’:

Enterprise Alerts:

Edit Alerts:

Alert Logs:

‘Language’:

Yet to be migrated to new platform.

‘Private Label’:

Yet to be migrated to new platform.

'Other Settings’:

Yet to be migrated to new platform.

Content Languages:

Add Content Language modal

Edit Content Languages:

Advertisers:

Ability to 'Add' new Advertiser

Advertiser Import:

File Import modal:

Import Mapping modal

Import Preview modal

Advertiser Account Details:

Value Transforms:

Add Field Name:

Import Value Transforms:

Default Value Settings:

Metrics

Owner:

Financials:

Tracking:

Jobs:

Delivery:

Validation lists:

Add Validation list

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

Insights:

Widgets: ‘Campaign Totals (Month)' ‘Impressions’, ‘Clicks (%)’ , ‘Conversion (%)’, 'Billable (%)’

Leads Totals (Month) ‘Leads', ‘Invalid (%)’, ‘Valid (%)’, 'Delivered (%)’

Invalid / Valid Widget

Dashboard with Campaign table

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:

LinkedIn

Facebook

Google Ads

Bombara

ON24

Twillio

Eloqua

Reports:

Advertiser Performance

ROI Breakdown

Publisher Report

Publisher Performance

Lead Export

Report builder

System:

System Audit

System Categories

Validation Lists

Suppression

White Papers

Subject Access Request

Batch Management