Add a user
Only users with the Administrator role can add new users.
- In the Projects section of the side bar menu, select the project to which you want to add the user.
- In the sidebar menu, go to Management > Settings.
- Go to the Users tab, and click Add User.
- Fill out the full name and email address of the user you want to add, and then assign them a role.
- Click Send Invite to send them an inivitation via email to join the project.
Edit a user’s role
Only users with the Administrator role can edit a user’s role.
- In the Projects section of the side bar menu, select the project to which you want to add the user.
- In the sidebar menu, go to Management > Settings.
- Go to the Users tab, and find the user you want to update.
- In the Role column, use the drop-down menu to select the new role you want to assign to this user.
- Click Change Role to confirm the change.
Remove a user
Only users with the Administrator role can remove users from your project.
- In the Projects section of the side bar menu, select the project to which you want to add the user.
- In the sidebar menu, go to Management > Settings.
- Go to the Users tab, and find the user you want to remove.
- Click the ellipsis, and click Delete.
- Click Delete to confirm and remove the user.
Roles and permissions
Users can be added to more than one project, allowing them access based on the roles assigned. Each project within a company can have one or several administrators. Administrators have the authority to add users, assign roles, and manage access across the projects they oversee. Users can have different roles and permissions in each project they are included in. Here is a table summarizing the roles and permissions in the Publisher Dashboard. The rows correspond to the permissions, and the columns to the roles.| Permission | Administrator | Developer | Project Owner | Operations/Editor | Finance | Support |
|---|---|---|---|---|---|---|
| Analytics | View | None | View | None | View | None |
| Asset Library | Manage | Manage | Manage | Manage | None | None |
| Authentication | Manage | Manage | Manage | None | None | None |
| Badges | Manage | Manage | Manage | Manage | None | View |
| Builder | Manage | Manage | Manage | None | None | None |
| Bundles | Manage | Manage | Manage | Manage | None | View |
| Checkout Links | Manage | Manage | Manage | Manage | None | View |
| Company | Update details + View | Update details + View | Update details + View | Home page only | Home page only | Home page only |
| Coupons | Manage | Manage | Manage | Manage | None | None |
| Event Center | Manage | Manage | Manage | View | View | View |
| Evidence | Submit + View | None | Submit + View | None | Submit + View | Submit + View |
| Financial Report | Generate + View | None | Generate + View | None | Generate + View | None |
| Integration | Manage | Manage | Manage | None | None | None |
| Offer Design | Manage | Manage | Manage | Manage | None | View |
| Offers | Manage | Manage | Manage | Manage | None | View |
| Orders | Refund + View | None | Refund + View | None | Refund + View | Refund + View |
| Payouts | View | None | View | None | View | None |
| Popups | Manage | Manage | Manage | Manage | None | View |
| Portal Content | Manage | Manage | Manage | Manage | None | None |
| Portal Pages | Manage | Manage | Manage | Manage | None | None |
| Pricing | Manage* | View | Manage* | View | View | View |
| Products | Manage | Manage | Manage | Manage | None | View |
| Promotions | Manage | Manage | Manage | Manage | None | View |
| Rolling | Manage | Manage | Manage | Manage | None | View |
| Users | Manage | None | None | None | None | None |
The Rounding Rules and Display Tax-Inclusive Prices sections under the Pricing tab have View access.