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 four roles available:

• Admin
• Full access
• Restricted 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.

A user can have multiple roles with restricted access (i.e. a user can be both Designer and Analyst) but a user with full access or Company admin role can not have any other roles.

Limitations

• Permissions enforcement for Analyst and Designer roles happens currently on the user interface level, and is not bulletproof 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 can also 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.

Full access

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

Restricted Access 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 optimization, 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 access to give the user access to both analytics and designer tools

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