Invite Account Users

Published on: Tue, 18 Apr, 2023 at 5:17 AM | Updated on: Wed, 1 Nov, 2023 at 4:24 AM

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:

Invite account users

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.
- SAML
  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.
Important
- Users that are invited using the SAML method cannot be reverted to username and password.
- A Brand account admin will not be able to sign on with SSO, but any member invited to join the brand account can.

[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:

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.

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

Select Submit to send the invitation to the invitee.

Invite account users

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