User Management

The DT User Management tool allows different personas to have access to specific areas of the dashboard and perform various functions. This ensures each team member has the appropriate permissions for their responsibilities. 

Roles and Permissions

You can choose between four different roles in the system, each with its own unique set of permissions:

  • Administrator
  • Manager
  • Developer
  • Finance

The following table describes the permissions available to each role: 

Permission / Role Administrator Manager Developer Finance
Create and Edit Apps mceclip0.png mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Create and Edit Placements/Instances mceclip0.png mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
View Apps/Placements/Instances   mceclip0.png mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Use Dynamic Reports mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png mceclip0.png
View Reporting API Keys mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png mceclip0.png
View Management API Keys mceclip0.png mceclip0.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 mceclip0.png mceclip0.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 mceclip0.png mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png
Invite/Edit Users mceclip0.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 mceclip0.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png Icons_Master_Template__00d691_GEN_Dislike_icon_2_copy.png mceclip0.png

User Management

The User Management window lists all team members and their specific roles, as well as additional details for those users with a developer role, the publishers, and the apps they have permission to access. Enter text in the search field to search for a specific team member or a particular role.

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Adding Users and Assigning Roles

To add a new user and assign a role:

  1. In the DT Console, click User Management.
    The User Management window appears.

user_management.png

  1. Click Invite New User.
    The Invite new user window opens.
  2. Enter the Full Name and E-mail of the new user in the required fields.
  3. To assign the role, click the Role dropdown list and select the required role.
  4. Click Send Invite.
    The new user receives an activation email with a link to activate their account. After activation, the user can access dashboard features according to the assigned role.

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