Manage User Roles & Permissions

Published on: Wed, 22 Feb, 2023 at 3:35 AM | Updated on: Fri, 6 Oct, 2023 at 2:26 AM

Every user in your impact.com account has a role, and each one has a different level of permissions. Users can be invited and assigned a predefined role, or you can create a custom role for them.

User access can be configured on a per-product and per-program basis, meaning if you use multiple impact.com products or manage multiple programs, you can assign users to access only the things they need.

Note

Only Account Administrators or Custom role users with the "Account Users" permission can manage Account User settings.

View Account Users settings

In the bottom left navigation bar, select [Menu] → Settings.
On the left side under General, select Account Users.

From here, you can either invite new users using the Invite button in the upper-right, or navigate to the Actions column in the row of the user you want to edit and select [Drop-down menu] → Edit Access Rights.

Find more information on predefined User Roles and Permissions below:

Predefined User Roles

Account Administrator	Admins have full access to every aspect of impact.com, and manage the account settings.
Analyst	Analysts have general view access to most reports and can review contracts. Best for users who mainly need to review and export reports from impact.com.
Finance	The finance role can view financial reports, manage the account's digital wallets and funding, as well as review contracts and template terms. Best for users who mainly need to add funds and export financial documents from impact.com.
Implementation Specialist	This role is primarily 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 primarily for performance marketing (and affiliate) managers using impact.com on a day-to-day basis that need full access to reports, contracts, and partner features in the platform.
Custom	This role is for customizing the user access level on a granular, permission-by-permission basis. Learn more about creating custom roles below.

Permissions reference

Refer to the table below for a description of each permission—useful for when creating a custom role for users.

	Account Admin	Analyst	Finance	Implementation Specialist	Performance Marketing Manager / Affiliate Manager
Account Security Settings Manage your user logins, passwords, two-factor authentication, etc. for your advertiser account
Account Users Invite users and manage user permissions
Action Inquiries Review, accept, and decline action inquiries
Content Labels Create, edit, and delete content labels
Content Create, edit, and delete content assets, syndications, and widgets
Applications View, approve, and decline partner applications
Blocking/Redirect Rules Create, edit, and delete rules for blocking or redirecting traffic
Branding Customize the UI experience for your direct partners
Programs Add, edit, and remove programs in your account
Channels Configure your additional marketing channels
Company Information Manage basic account info, tax info, addresses, and contacts
Custom Notifications Create and share custom notifications with other users
Custom Reports Build and manage custom reports
Dashboard View and customize the dashboard
Deals Create, edit, and delete deals for partners
Exception Lists Create, edit, and delete category, promo code, and SKU exception lists
Expire Partners Expire partners from your program
Feed Distribution Manage the distribution of the action data feed
Finance Reporting Full view and export access to all finance reports
Funding View account balance, add funds to your account's wallet, and initiate partner funds transfers
impact.com Portal Information View and search through the portal, documentation, and release notes
Import Partners Bulk import partners into your program(s)
Insights Report View Partner Insights report (add-on feature)
Marketplace Listing Manage your program's marketplace listing
Media Sources Manage media sources from other channels
Partners Manage your partners
Partner Manager Access Access Parnter Manager
Partner Custom Values Designate custom tracking values for partners
Partner Groups Create and manage your partner groups
Partner Messages Create and stage messages for partners; does not grant ability to send
Pending Payouts [View] See pending payouts to partners [Manage] View, approve, modify, or reverse pending payouts to partners
Performance Reports View the full range of performance reports
Phone Numbers For call-tracking programs, view and manage phone numbers
Product Catalogs Manage the creation and distribution of product catalogs
Promo Codes Manage promo codes available to partners
Proposals Approve, counter, or reject contract proposals from partners
Report Management Gives access to the "Additional Reports" screen to view all available reports
Send Partner Messages Ability to send messages to partners
Tasks Create, assign, update, and delete tasks
Technical Settings Manage technical settings for your program(s)
Template Terms Rules Create, edit, and delete rules that apply to all template terms
Template Terms [Manage] Create, view, edit, and delete template terms [View] View template terms
Template Terms Administrator Edit and delete template terms that have the Restrict modification of template terms* setting toggled on.*
Tracking Manage tracking settings for your program(s)
View Tasks View existing tasks in the task menu

Create & manage custom roles

You can create custom sets of permissions and save them as a custom user role. You can then apply that role to users in situations where you have to grant the same custom permission often and to multiple users.

Create a custom role

In the left navigation, select [Menu] → Settings.
In the General section select Account Users.
In the top-right, select Manage Custom Roles.
Select Create a Custom Role.
Give your custom role a Role Name (the role name cannot be "custom" and must be unique), and select the Product(s) the role applies to.
Select permissions to include with the custom role (at least one permission has to be selected).
Select Save.

Manage custom roles

In the left navigation, select [Menu] → Settings.
In the General section select Account Users.
In the top right, select Manage Custom Roles.
Here you can view and sort all existing custom roles as well as edit roles to which you want to make changes to.
To edit a role, next to the Status column, hover your cursor over the role, and select [Menu] → Edit.

Archive custom roles

Note

Archiving a custom role removes it from the list of custom role options. You will lose all the settings assigned to this custom role once you archive it. If the custom role is assigned to 1 or more users, this option will be unavailable.

In the left navigation, select [Menu] → Settings.
In the General section select Account Users.
In the top right, select Manage Custom Roles.
Next to the Status column select [Menu] → Archive.
Select I Understand, continue.

Roles & permissions FAQs

Can a user have more than one role?

Users can only have one defined role (e.g., Performance Marketing Manager, Custom, etc.). Use the "Custom" user role if you want to modify permissions for a user.

What's the difference between View and Manage permissions?

Generally, View level permission only allows a user to read the content on a screen while Manage level permission allows a user to create, read, update, and delete on a screen.

View Account Users settings

Create & manage custom roles

Roles & permissions FAQs

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