General

Under this section you can:

  • Upload a company logo and choose an organizational color

  • Set your fiscal year, which controls the default date filter in the media overview and the date range picker options

  • Set main measure settings, which control the default main measure shown in for example the calendar view data column and the campaign widgets. This setting is overwritten by personal preferences by each user if they set their own main measure.

  • Set organization information, which will be shared with Mediatool

Users and Roles

In this section, you can manage role access for all users under your organization(s).

There are three different roles which 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

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 will only want to be seen internally. To learn more about how to manage Restricted fields, click here.

When you invite a new user to your organization, they will be sent an invite email. Please encourage them to check their spam/junk filter 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.


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.

Click here to learn more about how to configure your Media Types and fields.


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 Twitter would be common vehicles within Paid Social.

Click here to learn more about how to configure your Media Vehicles


Restricted Fields

In this section, you can control the fields that you would like to make unviewable to restricted users. Click here to learn more about how to restrict tags.


Tags

Tags are restricted text fields that can be used to filter data. Click here to learn more about tags and how to configure them.


Naming Conventions

By configuring a plan Naming Convention, every plan that you create in Mediatool will be assigned an additional naming property that you control. Click here to learn more about Naming Conventions and how to configure them.

Text Calculations can also be configured for specific text fields in the sheet view. Click here to learn more.


Integrations

Integrations funnel and neatly organize all of your campaign data from numerous third-party sources into Mediatool. Rather than viewing data in each individual platform, Integrations bring all that information into your Mediatool account. When the resulting data is combined with Mediatool's full suite of features and reporting tools, the possible insights are endless.

Click here to learn more about integrations and how to configure them.


Delete Organization

To learn how to delete an organization, scroll down to the relevant section in the following article.


Get Support

Have questions or need help? You can reach us directly via the 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.

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