User Management

Introduction

The DT FairBid User Management tool allows the different persona to have access to different areas of the dashboard and privileges to view and perform various functions within it.

Roles and Permissions

You can assign different roles in the system, each with its own unique set of permissions. The main roles are:

  • Administrator
  • Manager
  • Developer
  • Finance

Set out in the table below are the permissions available for each role.

Permission / Role Administrator Manager Developer Finance
Create and Edit Apps Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Create and Edit Placements/Instances Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
View Apps/Placements/Instances   Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Use Dynamic Reports Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png
View Reporting API Keys Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png
View Management API Keys Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
View and Edit Blocking List Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
View and Edit DT Exchange Settings Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Invite/Edit Users Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
View and Edit Payment Details Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Checkmark_icon_copy.png

Once the permissions are organised, you can begin setting-up DT FairBid, here.

The Users Page

The User page displays all team members and their specific roles.

Screen_Shot_2022-07-31_at_10.02.58.png

The DT User Management Users window also details for those users with a developer role, the publishers and apps that they have permission to access.

Use the search function to either search for a specific team member or for a particular role by entering text in the search field.

Inviting a New User

Follow these steps to add a new user:

  1. Click Users on the left side tool bar
    Screen_Shot_2022-07-31_at_9.59.56.png
  2. Click Screen_Shot_2022-07-31_at_10.00.24.png at the bottom of the Users screen
  3. The Invite New User window opens
    Enter the name and email of the new user and select the role from the dropdown list
    Screen_Shot_2022-07-31_at_10.00.45.png
  4. Click Send Invite

The new user receives an email with a link to activate their account.

The new user is now able to perform tasks in the DT Console in accordance with the role permissions granted by the admin.

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