Updated - Feature Release 3.5.0 (February 2024):
Moved "Roles" and "Accounts" to one "Accounts" section.
Table of Contents
Overview
Roles allow you to manage access to specific areas of the platform for employee users. Everflow clients can add an unlimited number of employee users, and the Roles feature allows for each user to have customized access to the platform based on their job responsibilities. Sections of the platform can be hidden for sensitivity reasons, or to simplify the dashboard of a user with a more narrow scope.
Some areas of the platform even allow for different levels of access:
Full Access: Allows the user to add, edit, etc.
Read Only: Allows the user to simply view the selection
This article demonstrates how to create a Role, and how to assign a Role to a user account.
Watch A Short Video: How To Add Roles To Your Everflow Account
How To Create A Role
Navigate to Control Center - Accounts > Roles.
Click [ + Role ].
Name the Role and choose any combination of permissions.
Click the checkbox for All permissions, if desired. Or, click the > to expand and customize access within each section.
Restricting Access For Certain Roles
Below, we'll show a few examples for different combinations of permissions based on types of Roles:
Please Note: There is no way to completely hide reporting from any Role.
You may hide the Reporting and Analytics menus by deselecting these sections from the Role, however reporting data will continue to be displayed on the user's dashboard.
Finance Team
People working in finance likely only need access to the Invoice and Reporting Adjustments sections. Removing the other permissions simplifies their menu to show only these areas.
Data Analytics
Data Analysts usually only need access to Reporting and Analytics. Keep read only access for Offers and Partners to allow full reporting accessibility.
Account Management
Account Managers typically need access to Offers, Partners, and/or Advertisers, as well as Reporting and Analytics features. However, you may want to restrict permissions for adding/editing to AMs who are still learning, or who you consider a Junior AM versus a Senior AM.
Senior Account Manager
The AM in this case has full access to the Offer and Partner sections.
Junior Account Manager
The AM in this case has read only access to the Offer and Partner sections.
How To Assign A Role To A User Account
Navigate to Control Center - Accounts.
To add a new user account, click [ + Add Account ]. For more detailed instructions - [Click Here]
To edit the role assigned to an existing account, click the vertical dots at the end of any row and select Edit. Under Authorizations, you may select the Role from the dropdown.