Managing Team

introduction this document will guide you through the process of creating user accounts in the momentscience dashboard and setting permissions for these user accounts user account roles user accounts are created by admin users you can create as many as you need each user account falls into one of three roles admin, manager, or analyst these roles determine what users can do on the platform admin role the admin role has full access to the account, along with the ability to manage other user's access and permissions allowed permissions create, edit, remove, and update admin, manager & analyst roles create and update new accounts full access to all types of reports and settings full access to all associated accunts create/manage offers full access to integrations full access to configurations full access to the payload and postback explorer generate api keys blacklisted permissions none, as the admin can perform all actions manager role the manager role is similar to the admin role, except it doesn't have permission to manage adding, updating, or removing user accounts allowed permissions can create/manage offers view all reports full access to integrations access to configurations access to payload and postback explorer generate api keys blacklisted permissions cannot manage/add/edit user accounts cannot manage accounts no access to the event log analyst role the analyst role is a view only role that provides access to view offers and reports allowed permissions full access to reports & statistics access to campaigns and offers (view only) access to payload and postback explorer (view only) full access to profile details modify personal details and manage their user account password blacklisted permissions cannot generate api keys cannot access offer configurations cannot access integration methods cannot access event logs comparison table feature admin manager analyst create / manage offers ✅ ✅ ❌ create additional accounts ✅ ❌ ❌ manage access to accounts ✅ ❌ ❌ view offers ✅ ✅ ✅ generate api key ✅ ✅ ❌ payload explorer ✅ ✅ ✅ postback explorer ✅ ✅ ✅ ( view only ) event logs ✅ ❌ ❌ integration methods ✅ ✅ ❌ manage personal account information & password ✅ ✅ ✅ view reports ✅ ✅ ✅ email reports ✅ ✅ ❌ manage users credentials adding new user you can add as many users as needed to expand your team, tailoring their roles to fit your organizational structure here's how navigate to the manage team section of your dashboard locate and click on the "add user" button complete the user access form with the following details first name enter the user's first name last name enter the user's last name email provide the user's email address to serve as their dashboard login team member type select the appropriate role for the user, ensuring each account is assigned only one role accounts to access specify the accounts the user will have access to admins automatically have access to all accounts by default password set a secure password for the user's dashboard access once all details ar e filled, click on the add button to finalize the addition of the new user editing user access you have the freedom to adjust any user's access information, from their name and email to their account type and password navigate to the manage team section of your dashboard identify the user whose information you want to update click on the three dots menu icon associated with that user select "edit user & access" from the dropdown menu make the necessary modifications to the user's details, such as updating the password once you've made the desired changes, click on the "update" button to apply the updates your changes will be saved, and the user's information will be successfully updated with the new data removing user if you need to prevent a user from accessing the dashboard permanently, you can remove their account once a user is removed, you cannot create a new user with the same email address to reinstate a removed user, please contact your account manager how to remove user navigate to the manage team section of your dashboard find the user you wish to remove and click on the three dots menu icon next to their name select "remove" from the dropdown menu confirm your action by clicking on the "yes" button when prompted the user will now be removed, and you can find their account listed in the removed user's table for reference 📢 if you're running into any issues while going through the integration process, feel free to contact us at help\@momentscience com