User Management in Zemanta enables you to assign users to your Zemanta account and define what level of data they can access and what actions they can take within the accounts they have access to. User management is divided into two components: Access level and User permissions.
This article will walk you through both components and the workflow of adding new users, editing user permissions, or deleting existing users.
Access Level
Access level defines whether a user will have access to one or more specific accounts, or all accounts within an agency.
Please note:
Users can have access to one or more agencies.
Within an agency, a user can have access to all accounts or to a specific set of accounts (access level).
Permissions are always expressed per agency or per individual account.
User Permissions
User Permissions define what actions a user will be able to take within the account(s) they have access to and what type of reporting costs they will be able to see and report on. Permissions are divided into two sections: Permissions and Reporting.
Permissions
Permissions are divided into three: Edit, Manage budget and Manage users.
Edit: A user can manage and make edits on Account, Campaign, Ad Group and ad level on every agency and account for which they have this permission.
Manage budget: A user can create and assign a budget item on the Campaign level on every agency and account for which they have this permission.
Manage users: A user can add and edit other user accounts and grant them permission for reporting metrics for which they have this permission.
By default, all permissions will be deselected. A user with no permissions granted will not be able to make any changes in the dashboard. They will still be able to see all the settings and metrics (based on the reporting permissions) and generate reports.
Reporting
Reporting defines which cost breakdowns a user will be able to access. Keep in mind all users will still be able to see other reporting metrics. Metrics that depend on the cost (e.g. CPC, CPM, ...) are always calculated using the total cost, which is always available to the end user.
Reporting is divided into three sections:
Total spend: Enabled by default for every user.
Agency spend and margin: A user can see Agency spend and margin as costs metrics.
Media cost, data cost and license fee: A user can see all cost metrics.
How to Add a New User
Navigate to the Admin tab in the main menu on the left of the screen and scroll down to the User Management section.
PLEASE NOTE: Not all users will have access to the User Management section. Only users with Manage Users permissions will have that setting available. If you’d like to have Manage users access, please make sure to reach out to someone in your organization with that permission, or contact our Customer Success team.
2. To add a new user, click to + Add New User in the User Management admin UI. A dialog box will open up prompting you to insert a new user using their email address. To add multiple users, you can separate them by commas (screenshot below).
PLEASE NOTE: If you’re adding multiple users at the same time, selected permissions will be configured for all of them equally.
3. Define Access Level:
When you’re granting access to the Agency level (see glossary), you will manage user’s permissions across the entire Agency (meaning that a user will have the same permissions across every account within it). They will also be able to create new accounts.
When you’re granting access to the Account level (see glossary), you will be able to set different permissions per account (or multiple at a time).
To select an account, click on the “Add account” button and select the desired account(s) you’d like the user(s) to have access to.
If you wish to define separate permissions for a user for each account, you can navigate between different accounts by clicking on them.
4. Select the desired User permissions, then hit Save.
5. All added users will receive an email from Zemanta asking them to confirm the account and update their password and account information.
How to Edit or Delete an Existing User
Navigate to User Management through the Management console.
Find the desired user and click on the pencil icon if you’d like to edit their permissions, or X if you wish to remove them from the agency/account.
How to Resend a User Invitation
Navigate to User Management through the Management console.
Find the desired user and click on the
icon.
The user should receive a new email with the login information.