User Roles Reference

The following is a list of the modules and reports that each user role has access to within Ad Sales Genius.

Sales User Role

• Accounts that have been assigned to this user.
• Deals
• Agencies that have been assigned to this user
• Contracts and Proposals that have been sold by this user
• Invoices that have been sold by this user
• Payments that have been entered by this user
• Insertions that have been sold by this user
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio Services orders *cannot buy credits or send to studio
• Projects
• The following reporting data that is assigned to this user:
• Account Transfers
• Activity List
• Goals 
• Issue Compare
• Account Monthly Spend by Product
• Page Counts by Product by Month
• Sales Run Sheet 
• Floor Plan Sales
• Floor Plan Status
• Goals
• Product Sales Summary & Analysis 
• Monthly Product Sales by User
• Page Count Totals by User
• Revenue Monthly Yearly Comparison
• Won, Open, Lost Contract Count by Month
• Sales Run Sheet 
• Commissions 
• Invoice Aging
• Commission Earned by Rep by Product
• This user’s connected calendar
• Campaigns that were created by this user
• E-mail Templates
• Products - View and Copy access only

Sales Manager

*note: This role should be enabled in conjunction with the Sales role. 

• Accounts
• Deals
• Agencies
• Contracts & Proposals
• Invoices
• Payments
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio - Can buy credits with this role
• Projects
• The following reporting data for all users:
• Account Transfers
• Goals
• Sales Run Sheet 
• Account Monthly Spend by Product
• Page Counts by Product by Month
• Issue Compare
• Contract Line Items
• Activity List
• Goals
• Product Sales Summary & Analysis
• Monthly Product Sales by User
• Page Count Totals by User
• Revenue Monthly Yearly Comparison
• Won, Open, Lost Contract Count by Month
• Forecast Sales Analysis
• Floor Plan Status
• Floor Plan Sales 
• Activity Summary
• Year-To-Date Comparison
• Commission Earned by Rep by Product
• Invoice Summary & Analysis 
• Invoice Aging
• Commissions 
• Alternative Payment Aging
• Trends 
• Time to Pay Invoices
• Industry Sales Revenue Trends
• Activity
• Commissions Paid
• Average Discount from Rate Card
• This user’s connected Calendar
• Campaigns
• E-mail Templates
• Print Templates
• Landing Pages & Forms
• Web Activity

Accounting

• Accounts owned by this user
• Agencies owned by this user
• Contracts and Proposals
• Invoices
• Payment Plans
• Billable Insertions
• Payments
• Commissions
• QuickBooks
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Server
• Studio Services - View orders only
• Projects
• The following reporting data for all users:
• Sales Run Sheet
• Account Monthly Spend by Product
• Page Counts by Product by Month 
• Account Transfers
• Contract Line Items
• Activity List
• Sales Run Sheet
• Product Sales Summary & Analysis 
• Monthly Product Sales by User
• Page Count Totals by User
• Revenue Monthly Yearly Comparison
• Won, Open, Lost Contract Count by Month
• Account Balances
• Year-To-Date Comparison
• Account Balances
• Invoice Line Item Summary
• Transactions
• Transaction Summary
• Scheduled Auto-Payments
• Commission Earned by Rep by Product
• Payment Allocation to Line Item
• Invoice Summary & Analysis
• Invoice Line Items
• Invoice Days to Paid
• Invoice Aging
• Commissions
• Applied Payments
• Alternative Payment Aging
• Custom reports
• Time to Pay Invoices 
• Commissions Paid
• Activity
• This user’s connected calendar
• E-mail campaigns
• E-mail templates
• Products - View and Copy functionality only

Metrics

• Projects
• The following reporting data for all users:
• Sales Run Sheet
• Account Transfers
• Account Monthly Spend by Product
• Activity List
• Page Counts by Product by Month
• Contract Line Items
• Issue Compare
• Goals
• Product Sales Summary & Analysis
• Monthly Product Sales by User
• Page Count Totals by User
• Revenue Monthly Yearly Comparison
• Won, Open, Lost Contract Count by Month
• Activity Summary
• Account Balances
• Floor Plan Sales 
• Floor Plan Status
• Forecast Sales Analysis
• Goals
• Year-To-Date Comparison
• Account Balances
• Invoice Aging
• Transactions
• Transaction Summary
• Scheduled Auto-Payments
• Commission Earned by Rep by Product
• Payment Allocation to Line Item
• Invoice Summary & Analysis
• Invoice Line Items
• Invoice Line Item Summary
• Invoice Days to Paid
• Alternative Payment Aging
• Applied Payments
• Commissions 
• Custom Reports
• Trends
• Time to Pay Invoices
• Industry Sales Revenue Trends 
• Average Discount from Rate Card
• Activity
• Commissions Paid
• Products - View and Copy access only

Editorial Manager

• Accounts that have been assigned or shared with this user
• Notifications
• Email
• Calendar
• Line Items
• Ad Requests
• Flat Plan
• Content
• Social Calendar
• Studio
• Reports shared with this user
• Tasks
• Contracts (View only)
• Products  (View and Copy access only)

Production

• Accounts that are owned/assigned to this user
• Agencies that are owned/assigned to this user
• Contracts and Proposals that are sold by this user
• Insertions
• Ad Requests
• Editorials
• Flat Plans
• Digital Display Servers
• Studio Services - View orders only
• Projects
• The following reporting data:
• Account Transfers
• Activity Lists
• This user’s connected calendar
• Campaigns that were created by this user
• E-mail Templates
• Products - View and Copy access only

Administrator

• Full access to all users, reports, and modules