User Management

The DT User Management tool allows different personas to have access to specific areas of the dashboard and perform various functions. This ensures each team member has the appropriate permissions for their responsibilities.

Roles and Permissions

You can choose between four different roles in the system, each with its own unique set of permissions:

  • Administrator

  • Manager

  • Developer

  • Finance

The following table describes the permissions available to each role:

Permission / Role

Administrator

Manager

Developer

Finance

Create and Edit Apps

check

check

check

xmark

Create and Edit Placements/Instances

check

check

check

xmark

View Apps/Placements/Instances

check

check

check

xmark

Use Dynamic Reports

check

check

xmark

check

View Reporting API Keys

check

check

xmark

check

View Management API Keys

check

check

xmark

xmark

View and Edit Blocking List

check

check

xmark

xmark

View and Edit DT Exchange Settings

check

check

xmark

xmark

Invite/Edit Users

check

xmark

xmark

xmark

View and Edit Payment Details

check

xmark

xmark

check

User Management

The User Management window lists all team members and their specific roles, as well as additional details for those users with a developer role, the publishers, and the apps they have permission to access. Enter text in the search field to search for a specific team member or a particular role.

Adding Users and Assigning Roles

To add a new user and assign a role:

  1. In the DT Console, click User Management. The User Management window appears.

  1. Click Invite New User. The Invite new user window opens.

  2. Enter the Full Name and E-mail of the new user in the required fields.

  3. To assign the role, click the Role dropdown list and select the required role.

  4. Click Send Invite. The new user receives an activation email with a link to activate their account. After activation, the user can access dashboard features according to the assigned role.

Last updated