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Can you explain what each user role entails?

Here’s a simple guide to help you understand the different user roles:

  • By selecting 'Is Admin', the user will be able to view and update the data (e.g. spend data, activity data, measurement period) for that particular account.
  • Selecting 'Is Billing manager' will enable that user to view and accept the offset quote
  • Selecting 'Is Partner admin' will enable that user to access the client's account as well (Please note that this option is applicable only for Channel Partners)