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User Management: Creating Users and Managing Roles

Create and manage platform users and control their access with role-based permissions.

Overview

Admins can create users and assign them roles that control which parts of the platform they can access.

ℹ️ Users cannot be deleted - they can only be set to Inactive.

Navigation path: Organization → Users

Creating a User

  1. Go to Organization → Users

  2. Click + Create in the top right

  3. Fill in the required fields:

    • Name

    • Email

    • Role - see Role Definitions below

    • Expiry Date (optional) - set a date after which the user automatically loses access and is set to Inactive. Useful for temporary access or contractors.

    ℹ️ The expiry date is set as per the platform timezone and will be affected by changes in the timezone.

  4. Click Save

Once created, a welcome email with a one-time password is sent to the user. If needed, you can find this password under Notifications.

💡 If a user forgets their password and requests a reset, the reset link also appears under Notifications.

ℹ️ You can search for existing users by name or ID, and filter by status.

Role Definitions

There are 5 roles in Swaarm. Roles control which sections of the platform a user can access.

ℹ️ Affiliate Manager and Account Manager can only see data they own (entities assigned to them). General Manager, AdOps, and Admin can see data owned by other users as well.

Access Rights by Role

Section

Affiliate Manager

Account Manager

General Manager

AdOps

Admin

Dashboard

✅

✅

✅

✅

✅

Advertisers

❌

✅

✅

✅

✅

Offers

✅

✅

✅

✅

✅

Publishers

✅

✅

✅

✅

✅

Notifications

❌

✅

✅

✅

✅

Tools

✅

✅

✅

✅

✅

Integration

❌

✅

✅

✅

✅

Traffic

❌

✅

✅

✅

✅

Reports

✅

✅

✅

✅

✅

Explorer

❌

❌

✅

✅

✅

Studio

❌

❌

✅

✅

✅

Audits

❌

❌

✅

✅

✅

Automation

❌

❌

❌

✅

✅

Organization

❌

❌

❌

❌

✅

  • Affiliate Manager

    The most restricted role. Can manage only the publishers assigned to them. Cannot see profit, revenue, or cost data, and has no access to the Dashboard numbers.

    💡Example of an Affiliate Manager view of the Dashboard

    💡Example of a view from any other role

  • Account Manager

    Can manage advertisers, offers, and publishers assigned to them. Cannot access Explorer, Studio, Audits, or Automation.

  • General Manager

    Can see and manage data owned by all users. Has access to Explorer, Studio, and Audits, but not Automation or Organization settings.

  • AdOps

    Full access to all platform sections except Organization settings. Can create and manage Workflows, Alerts, and other automation tools.

  • Admin

    Full access to all platform sections including Organization settings, billing, and user management. Only Admins can create users and configure platform-wide settings.

Users Who Are Already a Publisher Contact

If the user you are creating already exists as a contact under Publishers → Contacts with Partner Platform access, their access on the Partner Platform will depend on their assigned role:

  • Admin, AdOps, or General Manager - all publishers and support tickets on the Partner Platform are accessible

  • Account Manager - only data related to their assigned publisher is accessible

Session History

As an Admin, you can view the last login details and location of each user under Organization → Users. This is useful for security monitoring, especially for remote teams.

Related Articles
Support Tickets
Organization: Partner Platform Configuration
Publisher Payments
Rewarded Users Section
Create and configure a Publisher
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