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 | ||||
| Create and Edit Placements/Instances | ||||
| View Apps/Placements/Instances | ||||
| Use Dynamic Reports | ||||
| View Reporting API Keys | ||||
| View Management API Keys | ||||
| View and Edit Blocking List | ||||
| View and Edit DT Exchange Settings | ||||
| Invite/Edit Users | ||||
| View and Edit Payment Details |
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.
Adding Users and Assigning Roles
To add a new user and assign a role:
- In the DT Console, click User Management.
The User Management window appears.
- Click Invite New User.
The Invite new user window opens. - Enter the Full Name and E-mail of the new user in the required fields.
- To assign the role, click the Role dropdown list and select the required role.
-
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.