Assigning users roles is an important step when creating an Ad Sales Genius user. User roles determine types of notifications a user receives as well the level of access a user has throughout the system. Below you will find user role definitions to assist admin when assigning roles.
- Sales - Intended for a Sales Representative. Limited access to Accounting reports and Marketing reports and no access to the Sales Management reports.
- Sales Manager - Intended for a Sales Manager/Sales Director. This grants access to all Sales Management reports and limited access to Accounting reports. More options within the Marketing area. Activate the Sales role in addition to this one.
- Sales Manager Assignment: Under the Reporting Structure & Group Access section, further specify your sales teams by assigning sales reps to Sales Managers. This will enable sales rep specific notifications to be more narrowly tailored in the case of larger teams.
- Sales Assistant To: Under the Reporting Structure & Group Access section, assign an assistant to a sales rep to enable the user to edit records on behalf of their assigned sales rep.
- Accounting - This role enables all of the Accounting reports. Limited access to Sales Management reports.
- Delivery & Editorial - These roles should be activated together; they go hand in hand. These roles limit access to Accounting and Sales Management Reports. This role should be limited to the Delivery team, who creates and completes Ad Requests, Ad Proofs, and the Flat Plan.
- Administrator - This is for the primary decision-makers of your account. This role has access to all reports. This is the only role that has access to Settings and has the ability to add/edit Products on the backend of your account.
- Subscription Genius Administrator - If you have a Subscription Genius account, this will give this user Administrative abilities for your SG account. A navigation column will appear under the ASG navigation items on the left side of the screen.
- Help Desk Access - Under the Account Support section, enable a dependable user's help desk access. The Help Desk Access feature is also known as your Account Support Contact. User's with the help desk access feature enabled, will be able to connect with the Ad Sales Genius support team through live chat. Submit tickets, get real time answers to questions and report bugs on behalf of your account. Each account is granted one Designated Support Contact for every 10 users.
- Primary Role - Customize each user by utilizing the primary role drop down menu.
Related articles: