# Partner Account User Roles & Permissions

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

{% hint style="info" %}
**Note**: Only *Account Administrators* or Custom role users with the *Manage Account Info* permission can manage Account User settings.
{% endhint %}

#### View Account User settings

1. From the top navigation bar, select ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] → Settings**. &#x20;
2. On the left, under *General*, select **Account Users**.
3. From here, you can either invite new users with the *Invite* button in the top-right corner of your screen or select ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[Menu]** to the far right of *Active* or *Invited* users to *Edit Access Rights*.

   <div data-with-frame="true"><figure><img src="https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-a9d28a27989bdcc35b0b3490d30970bcc73281a2%2F611b64a11296445c0b83fe7bc83593ce968936aad9f913cb298ab6e814a7262d.png?alt=media" alt=""><figcaption></figcaption></figure></div>

#### Edit access rights

1. Navigate to the far right in the row of the user you want to edit, then select ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Edit Access Rights**.
2. Select ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** next to the role you want to give to or revoke from that user.
   * Use the *User roles* section below for more information on each role group.
3. If you want to customize the role you gave a user, select the ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-d2954616dc486c3e12c9211e20ff376bda0ab1af%2F7586e04e82e7c7203e5c82320dd417f8ac564cae5035024fdf0eb2ed017e6376.svg?alt=media) **\[Checked box]** next to the individual permissions this user should have.
   * See the *User roles* section below to learn more about each permission.
4. Select **Submit** to save your changes.

   <div data-with-frame="true"><figure><img src="https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-6c48ff2920ce3eccf7550485de994e15ba046921%2Fd185f4a80a4f9e58d094e5ee88151f19f4d0c5888b3642547d9ac07106256e5f.png?alt=media" alt=""><figcaption></figcaption></figure></div>

#### User roles

<details>

<summary>Account administration</summary>

Account Admins can update in-account settings, like the Account Users settings as well as run usage reports on the account.

|                       |                                                                                                                                          |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Permission**        | **Description**                                                                                                                          |
| Run Usage Reports     | Run [Administrator](https://help.impact.com/partner/platform-features/reporting-for-partners/all-reports-available-to-partners) reports. |
| Manage Directory Info | Create and manage directory information. A legacy permission.                                                                            |
| Manage account Info   | Create and manage account information.                                                                                                   |

</details>

<details>

<summary>Advertiser management</summary>

This role allows user to control to which programs the account will apply and to engage in negotiations with prospective brands. These users can also run action and performance reports.

|                                                 |                                                                                                                                                                                                                                                 |
| ----------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Permission**                                  | **Description**                                                                                                                                                                                                                                 |
| Apply to Campaigns                              | Pick out and apply to programs (formerly *campaigns*) in the Brands Marketplace. No users can apply to programs before your account is approved.                                                                                                |
| Run Action and Performance Reports              | Run action listing and account performance reports, like the [Performance by Month](https://help.impact.com/partner/platform-features/reporting-for-partners/performance-reports-for-partners/performance-by-month-report-for-partners) report. |
| Send Marketing Message to Advertiser            | Communicate with brands via the *My Brands* screen.                                                                                                                                                                                             |
| Negotiate Agreements                            | Negotiate with brands on contract details. This includes managing proposed contracts, countering proposals, and accepting or declining proposals.                                                                                               |
| Request Cap Extensions and Agreement Extensions | Request that brands extend action caps and contract limits.                                                                                                                                                                                     |
| View Advertiser Info                            | See a brand's logistical information, like contact information, on the *My Brands* screen.                                                                                                                                                      |

</details>

<details>

<summary>Creative management</summary>

Users with this role gain access to the asset creatives and any relevant creative permissions, like retrieving asset codes. These users can also request custom asset creatives from brands.

|                                         |                                                                                                              |
| --------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **Permission**                          | **Description**                                                                                              |
| Request Custom Content                  | Request custom-made assets from brands. You can only request custom from brand that allow partners to do so. |
| Manage Creatives                        | Create and manage your own creatives.                                                                        |
| Approve Creative and Dub House Expenses | Approve Dub House and creative expenses for TV and Radio spots. A legacy permission.                         |
| Run Creative Reports                    | Run reports relating to asset creative and dub house expenses. A legacy permission.                          |
| Get Content Html                        | Retrieve IFrame, HTML, and tracking link codes for assets (as the brands make them available).               |

</details>

<details>

<summary>Custom</summary>

Whenever a user has at least one User Role, but not all of the permissions with the roles they have, **Custom** will appear in their *Access Rights* column on the *Account Users* screen.

</details>

<details>

<summary>Finance</summary>

Users with the *Finance* role can run financial reports as well as view account financial data.

|                                   |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| --------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Permission**                    | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| Run Financial Transaction Reports | Run financial reports, like the [Earnings History Report](https://help.impact.com/partner/platform-features/finance/finance-reporting/earnings-history-report-for-partners).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| Manage Financial Settings         | Update financial settings, like the account's [Bank Account Settings](https://help.impact.com/partner/platform-features/finance/payments-withdrawals-and-balance/withdraw-funds-to-your-bank-account). If this is turned off, the user won't have access to the Payments to Brands screen.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
| View Account Financials           | <p>Gain access to finance screens found in the <em>Balance</em> drop-down menu.</p><p>If <img src="https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-2c3a3c392d640f7b79d44c16f21c2c4f0ec3dcca%2F80381ca112cfb2757e97b8669cc0b5c98c8ce8d60ed9e3048b4a86a52e76719f.svg?alt=media" alt=""> <strong>\[Toggled off]</strong> the user:</p><p>• Won't see the finance widget on the dashboard</p><p>• Won't have access to the <em>Balance</em>, <em>Pending</em>, or <em>Earnings</em> screens</p><p>• Sees "<em>Transactions</em>" instead of the balance amount in the top right</p><p>• Sees "Transactions" menu that only provides access to <em>Action Inquiries</em> and <em>Pending Actions</em> screens if applicable</p> |

</details>

<details>

<summary>Technical</summary>

The Technical role gives users access to the integration settings for the partner account, like the [STAT Tag](https://help.impact.com/partner/platform-features/tracking/tracking-links/create-and-manage-links/publisher-tag-implementation-for-partners). Users with this role can also run technical reports.

|                                             |                                                                                                                                                                                                  |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Permission**                              | **Description**                                                                                                                                                                                  |
| Item List Integrations                      | View and manage [product catalogs](https://help.impact.com/partner/platform-features/marketing-content/product-marketplace-and-catalogs/download-product-catalogs-as-a-partner).                 |
| Run Technical Reports                       | Run technical and integration reports.                                                                                                                                                           |
| Web Services Integration                    | Manage API and FTP integrations and settings as well as gain access to API credentials.                                                                                                          |
| Action Tracker and Branded Url Integrations | Manage event type (formerly *action tracker*) and unique URL integrations and settings on a per-brand basis.                                                                                     |
| Event Callback Integration                  | Configure [event notification](https://help.impact.com/partner/platform-features/action-management/event-notifications-and-postbacks/action-life-cycle-event-notification-faqs) postback events. |

</details>
