A Smartly.io user may not need to view all functionalities in the tool. For example, designers typically do not need to use campaign management capabilities. In order to limit the view to some features, a company admin can set up roles to users. Currently, these roles are available:

• Admin
• Full access
• Limited view roles:
  
  • Analyst
  • Designer
  • Feeds Manager (beta)

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.

A user can have multiple roles with limited view access (that is, a user can be both Designer and Analyst, Designer and Feeds Manager and or Designer, Feeds Manager and Analyst). However, a user with full access or Company admin role can not have any other roles.

Limitations to user roles and permissions

• Permissions enforcement for Analyst and Designer roles happens currently on the user interface level, and is not bulletproofed against a dedicated intruder with the intention, means and skills for hacking.
  • This does not apply to Company Admin and Full Access roles. Company Admin rights are always fully protected against all non-admin users.
• If the user's access to company resources needs to be completely limited, we recommend creating a separate ad account for that purpose.

Admin

A company admin has all rights a Full Access user has, and more such as:

• remove and manage users,
• set the permissions of other users within the company
• manage company billing information

Note: an admin can not limit own access. For instance, they cannot set themselves limited view roles or remove admin rights from themselves.

Full access

Full access role is the standard Smartly.io access with all functionality available, except rights belonging to Company Admins only.

Limited view roles

Analyst

The analyst role provides a simplified, straightforward user interface to the Smartly.io reporting and analytics tools without the access to campaign creation or optimisation, business reporting, company ad account settings, and inviting new users. Analyst role can be combined with Designer access to give the user access to both analytics and designer tools.

Designer

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. Designer role can be combined with Analyst to give the user access to both analytics and designer tools.

Feeds Manager

The feeds manager role provides a simplified, straightforward user interface to the Smartly.io feeds tools without access to campaign configuration, business reporting, company ad account settings, and inviting new users. A Feeds Manager user will get streamlined access to the company level feeds. Feeds Manager role can be combined with Analyst and/or Designer role to give the user access along to analytics and designer tools

Note:

• Facebook catalogs view are not under this role, and therefore are open to everyone who may have access to them on Facebook.
• Feeds Manager role is currently available for customers using the new company level feeds beta functionality.
• Feeds manager role does not provide access to the ad account specific feeds.

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 user role selector.
   
   • Note that you cannot select Admin role in invites. Instead, a user can be invited with Full Access role and later promoted to Admin
4. Select the ad accounts for the user
5. Click Invite

Changing the role of an existing user

Changing the roles of the existing user 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 user role selector
4. Click Save