Last updated Oct 24, 2023

Manage users

Add a user

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

1. Log-on to my.rokt.com.
2. Click Settings.
3. Click Manage Users.
4. Click Invite user.
5. Enter the user's full name and email address.
6. Select a role and relevant platform permissions.
7. 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.

Remove a user

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

1. Log-on to my.rokt.com.
2. Click Settings on the left navigation bar.
3. Click Manage Users.
4. Find the user you want to remove and clikc the Delete icon.
5. Click the delete icon on the right.
6. Click OK.

The user will no longer has 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.

note

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

Role	User action	Campaigns	Transactions	Customer data	Account
Reporter	View campaign results and reporting	Enabled
Editor	Create, update, or manage campaigns, audiences, and creatives	Enabled
Editor	Edit bid prices	Enabled
Reporter & Editor	View placement and page results and reporting		Enabled
Reporter & Editor	Generate, copy, and update the Rokt Tag		Enabled
Reporter & Editor	Create and 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
Reporter & Editor	View and export customer referral data			Enabled
Reporter & Editor	Set up a referral delivery task			Enabled
Reporter & Editor	Upload custom audience lists			Enabled
Reporter & Editor	Access unsubscribe and conversion data			Enabled