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›Administration

Getting started

  • Introduction

Onboarding

  • Glossary

Administration

  • Account Settings
  • User Management
  • Billing - Rokt Acquire

    • Billing & Payment for Campaigns
    • Invoicing & Payment for Monetization
    • Financial Responsibility Assignment
    • Agency Commission Setup

    Billing - Rokt Commerce

    • Billing & Payment for Campaigns
    • Invoicing & Payment for Monetization

Campaigns

  • Acquire Campaign Creation
  • Customer Feedback Campaign Creation
  • Campaign for Own Site/App
  • Campaign Editing
  • Campaign Pause/Resuming
  • Campaign Status Guide
  • Campaign FAQs
  • Best Practices for Acquire Campaigns
  • Audiences

    • Audience Creation
    • Audience Editing
    • Audience Pause/Resuming
    • Bid Price
    • Attribute Targeting

    Creatives

    • Effective Creative Copy Writing
    • Creative Creation
    • Creative Editing
    • Creative Pause/Resuming
    • Creative Link/Unlink to Audiences

    Nurture

    • Email Nurture Specifications
    • Partner Email Nurture Journeys

    Coupons

    • Coupon Code Sending

    Campaign Policies

    • Policy Overview
    • Quality Consent
    • Transparency Accuracy
    • Editorial Requirements
    • Prohibited Content
    • Social & Ethical Appropriateness
    • Compliance Industry Code & Regulations
    • Target Audiences & Restricted Campaign Content

Transaction

    Pages

    • Pages

    Placements

    • Placements

    Controls

    • Campaign & Marketplace Controls
    • Brand & Vertical Block Rules
    • Minimum Quality Score Setup

    Audiences

    • Audience Targeting

Rokt Calendar

  • Integration Guide
  • UTM Tracking

Reporting & Measurement

    Performance - Rokt Acquire

    • Rokt Analytics for Campaigns
    • Campaign Performance Graphs

    Performance - Rokt Commerce

    • Transactions Dashboard

Data Integrations

    Referrals

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export Via Client SFTP
    • Export via Email
    • Export via Mailchimp
    • Export via Sailthru
    • Export via Zapier
    • Export Manually

    Transactions

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export via Client SFTP
    • Export via Email
    • Export Manually

    Custom Audiences

    • Overview
    • Import via Rokt SFTP
    • Import Email via CSV
    • Import Zip Code via CSV
    • Import via Mailchimp
    • Import via Zapier

    Events

    • Overview
    • Import via Web SDK
    • Import via Rokt Tag
    • Import via Rokt SFTP
    • Import via Rokt Pixel
    • Import via Measurement Providers
    • Import Manually
    • Event/App Install Conversion Tracking

    Unsubscribes

    • Export via API

    Advanced Guides

    • Rokt Secure FTP Setup
    • Rokt IP Addresses
    • PII Data Hashing
    • Custom Field Management
    • Template Management
    • Google Tag Manager Integration
Edit

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:

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  1. Find your account in the top navigation, navigate to and select the Manage Users tab,
  2. Click Invite User,
  3. Enter the user's full name and email address,
  4. Select their role and relevant platform permissions,
  5. 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:

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  1. Find your account in the top navigation, navigate to and select the Manage Users tab,
  2. Find the user you want to remove,
  3. 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.

RoleUser ActionsCampaignsTransactionsCustomer DataAccount
ReportingView campaign results and reportingEnabled
EditorCreate, update, or manage campaigns, audiences and creativesEnabled
EditorEdit bid pricesEnabled
Reporting & EditorView placement and page results and reportingEnabled
Reporting & EditorGenerate, copy and update the Rokt TagEnabled
Reporting & EditorCreate & publish Pages and PlacementsEnabled
EditorAdd or remove a userEnabled
EditorManage user permissionsEnabled
EditorView and edit account info and billing settingsEnabled
Reporting & EditorView and export customer referral dataEnabled
Reporting & EditorSet up a referral delivery taskEnabled
Reporting & EditorUpload custom audience listsEnabled
Reporting & EditorAccess unsubscribe and conversion dataEnabled
← Account SettingsBilling & Payment for Campaigns →
  • Add a User
  • Remove a User
  • Roles and Related Permissions
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