Introduction

A Smartly.io user may not need to access all of the functionalities in the tool. For example, designers typically do not need use any campaign management capabilities. In order to limit the access to features, a company admin can define user permissions for different roles. Currently there are two roles available:

• Full access
• Analyst
• Designer

The role is company-specific, and applies to all ad accounts under the company. A user can be part of multiple companies with different roles in each.

Limitations

• Permissions enforcement happens currently on the user interface level, and is not bulletproof against a dedicated intruder with the intention, means and skills for hacking.
• If the risk of user access to company resources needs to be completely limited, we recommend creating a separate ad account for that purpose.

Full access role

Full access role is the standard Smartly.io access with all functionality available.

Analyst role

The analyst role provides a simplified, straightforward user interface to the Smartly.io reporting and analytics tools without the access to campaign creation or optimization, business reporting, company ad account settings, and inviting new users.

Designer role

The designer role provides a simplified, straightforward user interface to the Smartly.io designer tools without the access to campaign configuration, business reporting, company ad account settings, and inviting new users. A Designer will get streamlined access to the creative assets, catalogs, and image and video templates in the company account.

Admin

A full access user can have company admin rights. A company admin can remove and manage users, and set the permissions of other users within the company.

Limitations

• An admin can not limit their own account. For instance, they cannot set themselves to a limited designer role or remove the admin rights from themselves.

How to set a user role

Inviting a new user

1. In the accounts list, select the company settings from the cog → Users
2. Fill in the email addresses of the users
   • Optionally add a custom message to the invitation
3. Select the user role from the dropdown
4. Select the ad accounts for the user
5. Click Invite

Changing the role of an existing user

Changing the role of the existing users requires company admin rights.

1. In the accounts list, select the company settings from the cog → Users
2. Click on the user you want to modify in order to edit user settings
3. Select the role from the dropdown
4. Click Save