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Create a Custom Role

Published on: Sun, 23 Feb, 2025 at 11:52 PM | Updated on: Wed, 26 Feb, 2025 at 1:03 AM

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.

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 for detailed information about roles specific to the Advocate program.

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.
Important: You cannot modify the permissions of a user role once a predefined role has been applied.

What predefined roles do we offer?

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

Predefined roles reference

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.

Create a Custom Role

Follow the steps below to create a custom role:

From the left navigation menu, select [Menu] → Settings.
Under General, select Account Users.
On the Account User screen, select the Manage [Drop-down menu] → Manage Custom Roles.
Select Create Custom Role.
Enter the Role Name.
In the Product section, select the [Radio Button] to choose which area of the product a role will be assigned to.
- Performance
- Altitude
- Tag Manager
- Forensiq

In the Permissions section, select the [Unchecked box] [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 [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.

Permissions

Permission	Products applicable to	Level	Description
Account Security Settings	Performance Altitude Tag Manager Forensiq	Manage	Manage user password and two factor authentication requirements.
Account Users	Performance Altitude Tag Manager Forensiq	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	Performance Altitude	Manage	Create, edit, and delete rules for blocking or redirecting traffic.
Branding	Performance	Manage	Customize the UI experience for your direct partners.
Channels	Performance Altitude	Manage	Configure your additional marketing channels.
Company Information	Performance Altitude Tag Manager Forensiq	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	Performance Altitude	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	Performance Altitude Forensiq	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	Performance Altitude Forensiq	Manage	Build and manage custom reports.
Dashboard	Performance Altitude	View	View the dashboard.
Deals	Performance Altitude	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	Performance Altitude	Manage	Manage feed distribution.
Finance Reporting	Performance Altitude Tag Manager Forensiq	Manage	View finance reporting.
Funding	Performance Altitude Tag Manager Forensiq	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	Performance Altitude Forensiq	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	Performance Altitude	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	Performance Altitude	View	View performance reports.
Phone Numbers	Performance	Manage	Manage phone numbers.
Product Catalogs	Performance Altitude	Manage	Manage the creation and distribution of product catalogs.
Programs	Performance Altitude Forensiq	Manage	Add, edit, and remove programs in your account.
Promo Codes	Performance Altitude	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	Performance Altitude	Manage	Allow a user to access the all 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.
Technical Settings	Performance Tag Manager Altitude Forensiq	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	Performance Altitude	Manage	Manage tracking settings
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	Performance Tag Manager Forensiq	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

Select Save.

What predefined roles do we offer?

Create a Custom Role

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