User Management
Rokt users are assigned a role and have permissions enabled within the role to control access to different parts of the Rokt platform. The role will define whether a user has view only or edit access to your account, while permissions are to manage a users access to different parts of the platform. These roles are especially useful when there are multiple people with access to your Rokt account that should have different access privileges.
The roles are:
- Editors have full edit access to the platform. You can control which parts of the platform they can access by toggling on and off their permissions. Editors can create, edit, pause and unpause campaigns and audiences; view reporting metrics; adjust bid prices; create and publish pages and placements. Editors with account management permissions can also add and remove other users and manage their roles and permissions.
- Reporting users have read-only access to the platform. You can control which parts of the platform they can access by toggling on and off their permissions. Reporting users can preview campaign, audience and creative settings and view results.
Add a User
Here's how to add a user to your account, with the steps listed below:
- Find your account in the top navigation, navigate to and select the Manage Users tab,
- Click Invite User,
- Enter the user's full name and email address,
- Select their role and relevant platform permissions,
- Click Invite.
Great! An email invitation will be sent to your new user with instructions on how to sign up.
Newly invited users will appear under the Pending tab on the Manage User page until they accept and authenticate their invitation. User will appear under the Accepted tab after an invitation has been accepted and permissions are granted.
Remove a User
Here's how to remove a user to your account, with the steps listed below:
- Find your account in the top navigation, navigate to and select the Manage Users tab,
- Find the user you want to remove,
- Click Revoke.
This user will no longer have access to your Rokt account.
Roles and Related Permissions
Roles are listed on the left and platform permissions on the right in line with the corresponding user action.
Please note, permissions for Transactions and Customer Data provide the same actions for both the Reporting and Editor roles at this time.
| Role | User Actions | Campaigns | Transactions | Customer Data | Account |
|---|---|---|---|---|---|
| Reporting | View campaign results and reporting | Enabled | |||
| Editor | Create, update, or manage campaigns, audiences and creatives | Enabled | |||
| Editor | Edit bid prices | Enabled | |||
| Reporting & Editor | View placement and page results and reporting | Enabled | |||
| Reporting & Editor | Generate, copy and update the Rokt Tag | Enabled | |||
| Reporting & Editor | Create & publish Pages and Placements | Enabled | |||
| Editor | Add or remove a user | Enabled | |||
| Editor | Manage user permissions | Enabled | |||
| Editor | View and edit account info and billing settings | Enabled | |||
| Reporting & Editor | View and export customer referral data | Enabled | |||
| Reporting & Editor | Set up a referral delivery task | Enabled | |||
| Reporting & Editor | Upload custom audience lists | Enabled | |||
| Reporting & Editor | Access unsubscribe and conversion data | Enabled |