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Managing Users in Rubii

Updated

Rubii allows administrators to manage users efficiently by adding, editing, and deleting user accounts.

 

Adding a New User

Admins can add new users to the platform by following these steps:

  1. Navigate to the Users section under Settings.
  2. Click on Add User.
  3. Fill in the required details, including Name, Email, and Role.
    • Roles in Rubii:
      • Admin: Admins have the highest level of access. They can assign admin rights to other users and create roles at the client level.
      • Standard: Standard users have full access to the account, but they do not have administrative privileges.

        • Margin Visibility: When this role is selected, a toggle for "Can see margin for fixed-rate placement" will appear.

          • Unticking this toggle can be used for the Client Service role, making it equivalent to a Standard User but without margin visibility.

        • Advertiser Access Control (New): Admin users can now use the "Grant Access to Selected Advertisers" feature for Standard users.

          • This was previously only available for External users.

          • Once enabled, Admins can assign advertisers that a Standard user is allowed to access.

          • Tracker, Custom Report, and Dashboard will display data only for the advertisers assigned to that user.

      • External: External users have restricted access, typically limited to advertiser-level permissions.

        • The "Include Service Fees in Cost-Related Metrics" toggle determines whether service fees are factored into cost-related calculations within Rubii.

          • When enabled: Cost-related metrics will include service fees.

          • When disabled: Cost-related metrics will exclude service fees.

    Feature Access by User Role

    Feature Category Admin Standard External User
    Connect Data Sources ✔ ✔ ✘
    Create Advertisers ✔ ✔ ✘
    Map Line Items ✔ ✔ ✘
    Create campaigns and placements (Tracker) ✔ ✔ ✘
    View campaigns and placements (Tracker) ✔ ✔ ✔
    View, Create and Clone Dashboards ✔ ✔ ✘
    Build Custom Reports ✔ ✔ ✘
    Manage Alerts & Metrics ✔ ✔ ✘
    Manage Invoices ✔ ✔ ✘
    Manage Users & Permissions ✔ ✘ ✘
  4. Click Save to create the new user.

Editing a User

To modify user details:

  1. Navigate to the Users section under Settings.
  2. Select the user you want to edit.
  3. Update the necessary details such as role, permissions, or email.
  4. Click Save to apply changes.

Deleting a User

To remove a user from the system:

  1. Navigate to the Users section under Settings.
  2. Locate the user you want to delete.
  3. Click Delete, then confirm the action.
    Note: When a user is deleted from Rubii, all associated data source connections should also be removed at the same time.

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