# Create Custom User Roles

Every user in your impact.com account has a user role and permissions assigned to it. Users can be assigned a predefined role, or you can create a custom role for them. Learn how to manage [existing custom roles](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/manage-custom-roles).

{% hint style="info" %}
**Note:** The user roles in this article apply only to the *Performance* and *Creator* programs. For *Advocate* program users, refer to the member roles and permissions [here](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/account-settings/invite-and-manage-users/advocate-team-member-roles-and-permissions) for detailed information about roles specific to the *Advocate* program.
{% endhint %}

**Custom Roles vs Predefined Roles**

* A custom role is created by you, while predefined roles are created by impact.com for convenience. The steps below explain how to create a custom role, which you can then apply to any user account.

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Important:</strong> You cannot modify the permissions of a user role once a predefined role has been applied.</p></div>

#### What predefined roles do we offer?

Refer to the *Predefined roles reference* below for more details about what each role entails.

<details>

<summary>Predefined roles reference</summary>

| Role                                                  | Description                                                                                                                                                                                                                      |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Account Administrator**                             | Admins have full access to all aspects of impact.com and can manage account settings, including adding or removing account users.                                                                                                |
| **Analyst**                                           | Analysts have view-only access to most reports and can review contracts. This role is best suited for users who primarily need to review and export reports from impact.com.                                                     |
| **Finance**                                           | The Finance role allows users to view financial reports, manage wallets and funding, and review contracts and template terms. This role is ideal for users who need to add funds and export financial documents from impact.com. |
| **Implementation Specialist**                         | This role is intended for developers and technical users managing the impact.com integration (tracking, code, etc.) with their website and tech stack.                                                                           |
| **Performance Marketing Manager / Affiliate Manager** | This role is for performance marketing (and affiliate) managers using impact.com on a daily basis. They need full access to reports, contracts, and partner features.                                                            |
| **Custom**                                            | This role allows for custom user access, granting specific permissions on a granular basis.                                                                                                                                      |

</details>

#### Create a Custom Role

Follow the steps below to create a custom role:

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] → Settings**.&#x20;
2. Under *General*, select **Account Users**.
3. On the *Account User* screen, select the **Manage** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** → **Manage Custom Roles**.
4. Select **Create Custom Role**.
5. Enter the *Role Name*.
6. Under the *Product* section, select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **\[Radio Button]** to choose which area of the product a role will be assigned to.
   * Performance
   * Altitude
   * Tag Manager
   * Forensiq
7. In the *Permissions* section, select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked boxes]** to enable specific permissions for a user role based on the *Product* selection.
   * View the *Permissions* reference table below for more information about what those permissions entitle.
   * Select the **Permissions** ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-b5e1740618ed6571d97b8fed7c25a7678f85d375%2F299632fb6f4f91fbf9847471754cc6180e4284a65b4960af4c4ea472a159f552.svg?alt=media) **\[Unchecked box]** to apply all permissions to the role.
   * Where applicable, select the *Level* of access you want the user to have for that permission, to **Manage** or **View**.

<details>

<summary>Permissions</summary>

| Permission                         | Products applicable to                                                     | Level          | Description                                                                              |
| ---------------------------------- | -------------------------------------------------------------------------- | -------------- | ---------------------------------------------------------------------------------------- |
| Account Security Settings          | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Manage user password and two factor authentication requirements.                         |
| Account Users                      | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Invite users and manage user permissions.                                                |
| Action Inquiries                   | • Performance                                                              | Manage or View | View and approve or reject action inquiries.                                             |
| Applications                       | • Performance                                                              | Manage or View | View, approve, and decline partner applications.                                         |
| Blocking/Redirect Rules            | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete rules for blocking or redirecting traffic.                      |
| Branding                           | • Performance                                                              | Manage         | Customize the UI experience for your direct partners.                                    |
| Channels                           | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Configure your additional marketing channels.                                            |
| Company Information                | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Manage account information like name and address.                                        |
| Compliance Audit Queue             | • Performance                                                              | Manage         | Manage the compliance audit queue.                                                       |
| Compliance Content Update          | • Performance                                                              | Manage         | Manage Compliance Content Update.                                                        |
| Compliance Manager                 | • Performance                                                              | Manage         | Compliance Officer for Fraud related communications.                                     |
| Compliance Queue                   | • Performance                                                              | Manage         | Manage the compliance review queue.                                                      |
| Compliance Settings                | • Performance                                                              | Manage         | Configure settings and compliance monitoring for partners, pages, keywords and websites. |
| Compliance Web Change Compare      | • Performance                                                              | Manage         | Compliance Web Change Compare.                                                           |
| Content                            | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete content assets, syndications, and widgets.                      |
| Content Labels                     | • Performance                                                              | Manage         | Create, edit, and delete content labels.                                                 |
| Creator Reporting                  | • Performance                                                              | Manage         | Creator Reporting.                                                                       |
| Custom Notifications               | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Create and share custom notifications.                                                   |
| Custom Tags                        | • Tag Manager                                                              | Manage         | Manage Custom Tags.                                                                      |
| Custom Tracking Domains            | • Performance                                                              | Manage         | Permission for accessing the custom tracking domains page.                               |
| Custom Reports                     | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Build and manage custom reports.                                                         |
| Dashboard                          | <p>• Performance</p><p>• Altitude</p>                                      | View           | View the dashboard.                                                                      |
| Deals                              | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Create, edit, and delete deals for partners.                                             |
| Deployments                        | • Tag Manager                                                              | Manage         | Manage Deployments.                                                                      |
| Exception Lists                    | • Performance                                                              | Manage         | Create, edit, and delete category, promo code, and SKU exception lists.                  |
| Expire Partners                    | • Performance                                                              | Manage         | Expire partners from your program.                                                       |
| Feed Distribution                  | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage feed distribution.                                                                |
| Finance Reporting                  | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | View finance reporting.                                                                  |
| Funding                            | <p>• Performance</p><p>• Altitude</p><p>• Tag Manager</p><p>• Forensiq</p> | Manage         | Fund your account and initiate manual funds transfers to partners.                       |
| Impact Portal Information          | • Performance                                                              | View           | View and search through the portal, documentation, and release notes.                    |
| Import Partners                    | • Performance                                                              | Manage         | Bulk import partners to your program.                                                    |
| Insights Reports                   | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | View           | View Insights reports.                                                                   |
| Library Tags                       | • Tag Manager                                                              | Manage         | Manage Library Tags.                                                                     |
| Manage Creator Campaigns           | • Performance                                                              | Manage or View | View, create, and edit creator campaigns.                                                |
| Manage Custom Fields               | • Performance                                                              | Manage         | Ability to manage custom fields; creating, updating, and deleting.                       |
| Manage Dynamic Forms and Surveys   | • Performance                                                              | Manage         | Ability to manage dynamic forms and surveys; creating, updating, and deleting.           |
| Manage Funding Accounts            | • Performance                                                              | Manage         | Manage Funding Accounts.                                                                 |
| Manage Legal Entities              | • Performance                                                              | Manage         | Manage Legal Entities.                                                                   |
| Manage Newsletters                 | • Performance                                                              | Manage         | Allow users to create, schedule, and send newsletters.                                   |
| Manage Performance Campaigns       | • Performance                                                              | Manage         | View, create, and edit performance campaigns.                                            |
| Manage Resources                   | • Performance                                                              | Manage         | Create, edit, and archive resources for partners.                                        |
| Marketplace Listing                | • Performance                                                              | Manage         | Manage your program's marketplace listing.                                               |
| Media Sources                      | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage your media sources.                                                               |
| Messaging                          | • Performance                                                              | Manage         | Manage the messaging features.                                                           |
| Models                             | • Altitude                                                                 | Manage         | Manage Models.                                                                           |
| Partner Custom Value               | • Performance                                                              | Manage         | Designate custom tracking values for partners.                                           |
| Partner Discovery                  | • Performance                                                              | Manage         | Discover, view the engagement stats of, and recruit new partners.                        |
| Partner Emails                     | • Performance                                                              | Manage         | Create emails to your partners. Does not include the ability to send.                    |
| Partner Groups                     | • Performance                                                              | Manage         | Create, assign, edit, and delete partner groups.                                         |
| Partners                           | • Performance                                                              | Manage         | Manage your partners.                                                                    |
| Pending Payouts                    | • Performance                                                              | Manage or View | View, approve, modify, or reverse pending payouts to partners.                           |
| Performance Reports                | <p>• Performance</p><p>• Altitude</p>                                      | View           | View performance reports.                                                                |
| Phone Numbers                      | • Performance                                                              | Manage         | Manage phone numbers.                                                                    |
| Product Catalogs                   | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage the creation and distribution of product catalogs.                                |
| Programs                           | <p>• Performance</p><p>• Altitude</p><p>• Forensiq</p>                     | Manage         | Add, edit, and remove programs in your account.                                          |
| Promo Codes                        | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage promo codes available to partners.                                                |
| Proposals                          | • Performance                                                              | Manage         | Approve, counter, or reject contract proposals from partners.                            |
| Prospecting                        | • Performance                                                              | Manage         | Access to prospecting features.                                                          |
| Report Management                  | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Allow a user to access the *More Reports* screen.                                        |
| Rules                              | • Tag Manager                                                              | Manage         | Setup Rules.                                                                             |
| Sites                              | • Tag Manager                                                              | Manage         | Setup Sites.                                                                             |
| SPOT Campaign Proposals            | • Performance                                                              | Manage         | Create and edit campaign proposals to partners.                                          |
| SPOT Campaigins                    | • Performance                                                              | Manage         | View, create, and edit campaigns and placements.                                         |
| Send Partner Emails                | • Performance                                                              | Manage         | View, create, and edit campaigns and placements.                                         |
| Social Listening                   | • Performance                                                              | Manage         | Social listening setup, search, prospecting and inviting.                                |
| Social Monitoring Policy           | • Performance                                                              | Manage         | Social Monitoring Policy.                                                                |
| Social Monitoring Summary          | • Performance                                                              | Manage         | Social Monitoring Summary.                                                               |
| Social Monitoring Violations       | • Performance                                                              | Manage         | Social Monitoring Violations.                                                            |
| Suspend Partners                   | • Performance                                                              | Manage         | Suspend and unsuspend partners from your program.                                        |
| Tasks                              | • Performance                                                              | Manage or View | Create, assign, update, and delete tasks.                                                |
| Tracking                           | • Altitude                                                                 | Manage         | Manage tracking settings: web services, action tracker, and branded URL integrations.    |
| Technical Settings                 | <p>• Performance</p><p>• Tag Manager</p><p>• Altitude</p><p>• Forensiq</p> | Manage or View | Manage technical settings.                                                               |
| Template Term Rules                | • Performance                                                              | Manage         | Create, edit, and delete rules that apply to all template terms.                         |
| Template Terms                     | • Performance                                                              | Manage or View | Create, view, edit, and delete template term.                                            |
| Template Term Administrator        | • Performance                                                              | Manage         | Template Term Administrator.                                                             |
| Test Actions                       | • Performance                                                              | Manage         | Manage test actions.                                                                     |
| Third Party Javascript Integration | • Performance                                                              | Manage         | Permission for accessing the third party integration page.                               |
| Tracking                           | <p>• Performance</p><p>• Altitude</p>                                      | Manage         | Manage tracking settings: web services, action tracker, and branded URL integrations.    |
| Variables                          | • Performance                                                              | Manage         | Setup Variables                                                                          |
| View Custom Fields                 | • Performance                                                              | Manage         | Ability to view custom fields.                                                           |
| View Dashboard                     | • Performance                                                              | Manage         | View Dashboard                                                                           |
| View Dynamic Forms and Surveys     | • Performance                                                              | Manage         | Ability to view dynamic forms and surveys.                                               |
| View Technical Settings            | <p>• Performance</p><p>• Tag Manager</p><p>• Forensiq</p>                  | Manage         | View technical settings                                                                  |
| Web Monitoring Policy              | • Performance                                                              | Manage         | Web Monitoring Policy                                                                    |
| Web Monitoring Summary             | • Performance                                                              | Manage         | Web Monitoring Summary                                                                   |
| Web Monitoring Violations          | • Performance                                                              | Manage         | Web Monitoring Violations                                                                |
| Workflows Manage                   | • Performance                                                              | Manage         | Manage Workflows and the Triggers, Actions, and Rules                                    |

</details>

8. Select **Save**.
