Managing permissions and roles
This article describes how to manage roles. Roles can be used to grant users access to data and features in Mercury Media.
Introduction
Assign global or category roles to grant users access to data and features in Mercury Media. You can add a number of permissions to roles.
Global roles control access to system-wide features while category roles grant permissions to users that are only valid in the categories for which the user was assigned a certain role.
Permissions
Permissions control access to certain features and are available for both global and category roles.
Examples of global permissions
Manage users
Manage technical systems
Manage publishers
Examples of category permissions
Manage fees
Create campaigns
Edit plan items
Global roles
Global roles are directly linked to the user and are valid throughout the system. Global roles can be assigned to specific users under user management.
Category roles
Category roles are assigned to users for specific categories and are valid in the relevant category as well as all sub-categories in the category tree, i.e. they are inherited.
There is no limit on the number of roles a user can have in one category. A user can also have different roles in different categories.
Categories shown depending on roles
Users can only access categories for which they have been assigned at least one role. It does not matter which permissions have been assigned to the role. In other words, users do not see categories for which they have not been assigned a role.
Instructions
Creating a role
Click the arrow icon in the top navigation bar.
Select “Roles” in the menu.
Click “+Global role” or “+Category role” to add a role.
Enter a name for the role.
Enter a description of the role (optional).
Click “Create role”.
Editing a role
Click the arrow icon in the top navigation bar.
Select “Roles” in the menu.
Click the pen icon next to an existing role to edit it.
Deleting a role
Click the arrow icon in the top navigation bar.
Select “Roles” in the menu.
Click the trash bin icon next to an existing role to delete it.
Assigning a global role to a user
Global roles can be assigned to specific users in the user management interface. Click here for more information.
Assigning a category role to a user
Go to the category in the category tree for which you want to assign a role to a user.
Click “Assign category roles”.
Use full-text search under “User” to find and select a user.
Select a role from the dropdown menu.
Click “Add”.
Deleting an assigned category role
Go to the category in the category tree for which you want to assign a role to a user.
Click “Assign category roles”.
Click on the trash bin icon next to the user name in the roles area. If the trash bin icon is not displayed, click the name of the category from which the role was inherited and delete the assigned role there.