This article guides you through setting up your Publisher Dashboard, which is necessary for integrating with Appcharge. You’ll configure your company details, profile settings, and complete the general setup to get started.
To update the company information in the Company tab within the Admin Settings:
Navigate to Admin Settings:
Modify Company Details as Needed:
Save Changes:
To add your profile settings:
To change your password:
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 admins. Admins 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 within the Company Dashboard. The rows represent the permissions, while the columns correspond to the roles.
Permission/Role | Admin | Developer | Project Owner | Operations/Editor | Finance | Support |
---|---|---|---|---|---|---|
Company | Update details + View | Update details + View | Update details + View | None | None | None |
Users | Manage | None | None | None | None | None |
Integration | Manage | Manage | Manage | None | None | None |
Authentication | Manage | Manage | Manage | None | None | None |
Orders | Refund + View | None | Refund + View | None | Refund + View | Refund + View |
Evidence | Submit + View | None | Submit + View | None | Submit + View | Submit + View |
Financial Report | Generate + View | None | Generate + View | None | Generate + View | None |
Payouts | View | None | View | None | View | None |
Analytics | View | None | View | None | View | None |
Builder | Manage | Manage | Manage | None | None | None |
Pricing | Manage | Manage | Manage | Manage | None | View |
Asset library | Manage | Manage | Manage | Manage | None | None |
Offers | Manage | Manage | Manage | Manage | None | View |
Offer Design | Manage | Manage | Manage | Manage | None | View |
Bundles | Manage | Manage | Manage | Manage | None | View |
Promotions | Manage | Manage | Manage | Manage | None | View |
Popups | Manage | Manage | Manage | Manage | None | View |
Products | Manage | Manage | Manage | Manage | None | View |
Badges | Manage | Manage | Manage | Manage | None | View |
Follow these steps to add a new user to the dashboard. Note that only users with admin privileges can add new users to the Publisher Dashboard.
Once you have sent the invite, the user will be able to approve their new role via the email they receive from Appcharge.
Note: Only users with admin privileges can remove users from the dashboard.
Follow these steps to remove a user to the dashboard:
Note: Only users with admin privileges can edit a user’s role in the dashboard.
Follow these steps to edit a user’s role: