User Management

The DT FairBid User Management tool allows the control of user access to areas of the dashboard and of privileges to view or perform functions within it.

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

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_Checkmark_icon_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_Checkmark_icon_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

User Management Page

  1. Select User Management on the left hand menu
    user_management.png
  2. All existing team members and their roles are displayed. 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

  3. 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

  1. Select User Management on the left hand menu
    user_management.png
  2. Click Screen_Shot_2023-02-15_at_12.35.51.png 
  3. Enter the user's information and select the role from the dropdown list

  4. Click Send Invite

The new user receives an email with a link to activate their account. They are now able to perform tasks in the DT Console in accordance with the role permissions granted by the admin.

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