How to Create & Manage Users
When you have a team working on Swaarm, you want to ensure everyone has access to what they need. User roles give you control over who can see and use what on Swaarm.
Go to Organization > Users
Click +Create in the top right
Fill out the required fields
Admins can set an expiration date for when the user is revoked access
You can see what each role gives access to by clicking the blue text under the Roles field: Which access rights does each role provide?
Affiliate & Account Manager: Users with this role are only able to see data they own. These are restrictive roles.
General Manager: Users with this role are also able to see data owned by other users.
Once the user is created, an email will be sent to that user with their one-time password to log in and they can then set their new password. You can find this under Notifications.
If your user forgot their password and clicks reset, you can also find the reset password link under Notifications for them.
Role Definitions
Affiliate Manager
This is the most basic and restricted role a user can have. The role allows the user to update and manage the Publishers that they manage. They cannot see profit, revenue, and cost, and will not be able to see numbers on the Dashboard.
They have only access to the Dashboard, Publishers Overview, Offers Overview, Push Tool, and Custom Reports pages. In the Custom Report, they will also not be able to see any revenue or cost. You can see below how the Affiliate will not see any sensitive data on the dashboard compared to a normal view.
What Features do Affiliate Managers have Access to in Swaarm?
Feature/Page | Access Details |
Dashboard | They can view only statistics for entities assigned to them on the dashboard (see the example below). |
Advertisers | ❌ No Access |
Publishers |
|
Offers |
|
Notifications | ❌ No Access |
Tools | They have access only to the Push Tool for their assigned publishers. |
Automation | ❌ No Access |
Integration | ❌ No Access |
Traffic | ❌ No Access |
Reports |
|
Organization | ❌ No Access |
💡Example of an Affiliate Manager view of the Dashboard
Example of a view from any other role
Account Manager
This role has access to all offers, unlike Affiliate. This role allows them to see data only they own in terms of Advertisers, and Publishers. But, they have access to all the offers. They can make changes to all campaigns and the accounts they manage. They do not have access to advanced reporting and system settings. They do not have access to automation features.
General Manager
This role provides access to all accounts that account managers are managing. They have more access to advanced reports like Explorer and can see data like the Advertiser name or Publisher name. They also have access to audits to see what changes occurred and by whom. They do not have access to automation features.
AdOps
This role provides extensive control over the platform. They can see data for any entity and use advanced reports. They also have access to automation features like Optimizations and Workflows. These automation rules can be very helpful but also make major changes in the system, so one should be aware of who has access to these features. They cannot access organizational settings.
Admin
This role is usually given to the owner of the company or anyone that you want to have access to every feature including organizational settings.