Organization Settings

Discover the various account settings you have access to as an admin: user management, sheet view settings, integrations, and more.

Elizabeth Arkhanhelska avatar
Written by Elizabeth Arkhanhelska
Updated over a week ago

Settings for your Mediatool account

Learn more about the different settings available to configure and optimize your Mediatool account. This section provides insights into the options you can adjust to meet your organization's specific needs.


⚠ Please note that admin access is required to make any changes to the settings.

General settings

Under this section, you can add:

  1. Visuals: Upload an image that will be displayed as the organization logo in the tool. You can also give the organization a color that will be used in reports.

  2. Fiscal Year: These settings control the default date filter in the media overview and the date range picker options.

  3. Main Measure: These settings control the default main measure shown in for example the calendar view data column and the campaign widgets. This setting is overwritten by the personal preferences of each user if they set their own main measure.

  4. Plan Navigation: Create a default folder hierarchy for your organization or access existing public ones.

  5. Organization Information: Add your company's name, contact details, and billing information here.

πŸ’‘ Tip! The logo looks best if it's a square (1:1 ratio) with a resolution of 256x256px or below.


Users and Roles

Managing Access

In this section, you can manage role access for all users under your organization(s). There are three different roles that a user can be assigned within Mediatool:

  • Admin access allows the user full access to change all organizational settings

  • Editor access allows the user to enter data and update or change plans

  • Viewer access allows the user to only view data

Restricting Users

Editors and Viewers can be limited to only certain fields through Restricted settings. Any data entered into fields that an Admin sets as restricted will not be visible to these users. This can be an important feature when it comes to providing access to external users and clients, as you may have data that you only want to be seen internally.

Adding a New User

  1. Where to add the user: To invite a new user, go to Settings to the tab "Users and Roles".

    1. From parent level: Invite a user from this level if you want the user to have access to multiple accounts

    2. From the subsidiary level: Invite a user from this level if the user should only have access to a specific account.

  2. Add user: At the very top, click on the button "+ Add users".

    1. Enter the email address of the user.

    2. Select which organization to grant this user access to and their role.

    3. Click 'Invite user'

The users will be sent an invite email. Please encourage them to check their spam/junk folder in case they have not received it. If a user still cannot locate their email invite, encourage them to click on Forgot Password when logging in to the Mediatool App.

πŸ’‘Tip! You can add multiple users at once. For that, input the emails dividing them with commas.


Plugins

Manage what plugins should be visible to your organization. Turn each function on or off according to your preference. You can learn more about the following options by clicking on the links, below:


Media Types and Fields

Media Types are represented as their own separate and configurable sheet in the planning sheet view. We separate Media Types into different tabs with different settings for reporting reasons and for ease of use.

The Media Types as well as the fields and tags you use to plan are completely up to you. Though, some common Media Types are Paid Social, SEM, Display/Programmatic, OOH, TV, Radio, and Print.


Media Inventory

This feature has many use cases, but the main goal is strict data validation and ensuring that combinations of qualitative and quantitative data conform to desired limitations.


Media Vehicles

Media Vehicles are commonly known as channels. In Mediatool, each Media Type controls its own Media Vehicles, which display as a dropdown when planning in the sheet view. They are the delivery method for your media. So, for example; Facebook, Instagram, and X would be common vehicles within Paid Social.


Restricted Fields

In this section, you can control the fields that you would like to make unavailable to restricted users.


Tags

Tags are text fields limited to options from a predetermined dropdown menu. They are primarily used as dimensions in reporting and serve as an effective tool for filtering data and minimizing human errors in data entry.


Plan Settings

In Plan Settings, you can:

  • Control which steps to include in the Plan Setup (e.g. add Targets and Brief required while creating a new plan);

  • Adjust settings for plans (e.g. use the conventional name as the plan name or allow entries outside of the plan date range).


Plan Approval Workflow

Here you set up an Approval Workflow that will be a default one within all of your accounts.


Plan Fields

Plan-level fields can be used to specify a custom attribute per plan, which can then be used in Plan Naming Conventions. They differ from regular fields as they can only be filled in the Plan Setup.


Naming Conventions

By configuring a plan Naming Convention, every plan that you create in Mediatool will be assigned an additional autogenerated naming property that you control.

⚠ Plan Naming Convention is not the same as Campaign / Ad set / Ad Naming Convention. Learn more about how to create a Campaign / Ad set / Ad Naming Convention.


Media Orders

In the settings on a parent account, you can add your Terms and Conditions which will be used as a default throughout the organization.

πŸ’‘ Tip! Terms and Conditions can be modified when creating a Media order.


Integrations

Integrations funnel and neatly organize all of your campaign data from numerous third-party sources into Mediatool.


Single Sign-On

You can enable SSO as a login method and make it a default one.


Delete Organization

To delete an organization follow these steps:

  1. Head to the Settings.

  2. Choose 'Delete Organization'.

  3. Input the required text into the entry field and press the button 'Delete organization'.

⚠ A parent organization can only be deleted if all the subsidiaries are deleted.


Get Support

Have questions or need help? You can reach us directly via messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.

Learn More

Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.

Did this answer your question?