Learn how to invite your colleagues (or an agency) and set access rights for your impact.com brand account.
Once you've invited account users, you can:
In the bottom left navigation bar, select [Menu] → Settings.
On the left side under General, select Account Users.
In the upper-right corner of the screen, select Invite, then select Invite User.
Add an Invitee Name, Invitee Email Address.
Select one of the following Authentification Methods the account user would use to sign in or sign up with:
Username & password or SSO
This option allows the user to choose between Username & Password or SSO.
When opting for SAML, follow step 1 of Enable SAML Single Sign-on.
Username & password + SAML
This method will give the user the following options: Username & password, SSO or SAML.
[Toggle on] to control access to the product(s), then use drop-down menus to select a role (and associated permissions) for them. Select View Details to see all the permissions that will be given to the chosen role.
Want to invite a user to an Advocate program? [Toggle on] Advocate and specify the Program(s) and advocate-specific Role.
For all other non-Advocate program types, find more information on predefined User Roles and Permissions below:
Admins have full access to every aspect of impact.com, and manage the account settings.
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.
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.
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.
This role is for customizing the user access level on a granular, permission-by-permission basis.
Refer to the table below for a description of each permission—useful for when creating a custom role for users.
Performance Marketing Manager / Affiliate Manager
Account Security Settings
Manage your user logins, passwords, two-factor authentication, etc. for your advertiser account
Invite users and manage user permissions
Review, accept, and decline action inquiries
Create, edit, and delete content labels
Create, edit, and delete content assets, syndications, and widgets
View, approve, and decline partner applications
Create, edit, and delete rules for blocking or redirecting traffic
Customize the UI experience for your direct partners
Add, edit, and remove programs in your account
Configure your additional marketing channels
Manage basic account info, tax info, addresses, and contacts
Create and share custom notifications with other users
Build and manage custom reports
View and customize the dashboard
Create, edit, and delete deals for partners
Create, edit, and delete category, promo code, and SKU exception lists
Expire partners from your program
Manage the distribution of the action data feed
Full view and export access to all finance reports
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
Bulk import partners into your program(s)
View Partner Insights report (add-on feature)
Manage your program's marketplace listing
Manage media sources from other channels
Manage your partners
Partner Manager Access
Access Parnter Manager
Partner Custom Values
Designate custom tracking values for partners
Create and manage your partner groups
Create and stage messages for partners; does not grant ability to send
[View] See pending payouts to partners
[Manage] View, approve, modify, or reverse pending payouts to partners
View the full range of performance reports
For call-tracking programs, view and manage phone numbers
Manage the creation and distribution of product catalogs
Manage promo codes available to partners
Approve, counter, or reject contract proposals from partners
Gives access to the "Additional Reports" screen to view all available reports
Send Partner Messages
Ability to send messages to partners
Create, assign, update, and delete tasks
Manage technical settings for your program(s)
Template Terms Rules
Create, edit, and delete rules that apply to all 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.
Manage tracking settings for your program(s)
View existing tasks in the task menu
Select Submit to send the invitation to the invitee.