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Managing users

You can add and manage users in One Platform under Manage users. User type defines whether a user has read-only or edit access to your account, while Permissions are used to manage 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 user types are:

  • Editor. 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; and create and publish pages and placements. Editors with account management permissions can also add and remove other users and manage their roles and permissions.
  • Reporter. Reporters 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. Reporters can preview campaign, audience, and creative settings and view results.

Adding a user

Here's how to add a user to your account:

  1. Once you're logged into your account, click Settings on the left navigation bar.
  2. Click Manage Users
  3. Click Invite user.
  4. Enter the user's full name and email address.
  5. Select a role and relevant platform permissions.
  6. Click Invite.

Your new user will receive an email with instructions on how to sign up.

note

Newly invited users appear under the Pending tab on the Manage users page until they accept and authenticate their invitation. Users appear under the Accepted tab after an invitation has been accepted and permissions are granted.

Removing a user

Here's how to remove a user from your account:

  1. Once you're logged into your account, click Settings on the left navigation bar.
  2. Click Manage Users.
  3. Find the user you want to remove.
  4. Click the delete icon on the right.

This user no longer has access to your Rokt account.

Roles are listed on the left and platform permissions on the right, in line with the corresponding user action.

note

Permissions for transactions and customer data provide the same actions for both the Reporter and Editor roles.

RoleUser actionCampaignsTransactionsCustomer dataAccount
ReporterView campaign results and reportingEnabled
EditorCreate, update, or manage campaigns, audiences, and creativesEnabled
EditorEdit bid pricesEnabled
Reporter & EditorView placement and page results and reportingEnabled
Reporter & EditorGenerate, copy, and update the Rokt TagEnabled
Reporter & EditorCreate and publish pages and placementsEnabled
EditorAdd or remove a userEnabled
EditorManage user permissionsEnabled
EditorView and edit account info and billing settingsEnabled
Reporter & EditorView and export customer referral dataEnabled
Reporter & EditorSet up a referral delivery taskEnabled
Reporter & EditorUpload custom audience listsEnabled
Reporter & EditorAccess unsubscribe and conversion dataEnabled