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Manage User Roles & Permissions

Published on: Wed, 22 Feb, 2023 at 3:35 AM | Updated on: Thu, 3 Oct, 2024 at 11:27 PM

Important: The user roles and permissions described in this article only apply to Performance and Creator programs. Refer to member roles and permissions for Advocate to manage your users for your Advocate program.

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: The only users who can manage Account Users settings are Account Administrators (or Custom role users with the Account User permission).

View Account User settings

From the left navigation menu, 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 hover over the user you want to edit and select [Menu] [More] → 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 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.

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

Create, manage, & archive 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

From the left navigation menu, select [Menu] → Settings.
In the General section, select Account Users.
In the upper-right, select Manage [Drop-down menu] → 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

From the left navigation menu, select [Menu] → Settings.
In the General section, select Account Users.
In the upper-right, select Manage [Drop-down menu] → 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 edit a role, next to the Status column, hover your cursor over the role, and select [More] → Edit.

Archive custom roles

Important: 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.

From the left navigation menu, select [Menu] → Settings.
In the General section, select Account Users.
In the top right, select Manage [Drop-down menu] → Manage Custom Roles.
Next to the Status column select [More] → 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 customize permissions for a user.

What's the difference between View and Manage permissions?

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

View Account User settings

Create, manage, & archive custom roles

Roles & permissions FAQs

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