Managing Users and their User Roles

Manage your users, control their access and impersonate them to test how they see your Databowl instance.

James Dodd avatar
Written by James Dodd
Updated over a week ago

Our users section can be found under Admin > Users.

You will see a list of all the people with access to your Databowl instance.

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Watching

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Here you can add a campaign for a user to "Watch", this will subscribe them to any notifications of key events within that campaign.

User Roles

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Roles are used to determine what each user should have access to and what actions they can perform. A user can have as many roles as needed and here you can add new ones or remove existing roles for your users.

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Roles Available for your users.

Accept Leads as Client
Allows a client of a campaign to accept leads as a client when logging into the platform

Administrator
Instance owner can assign this role to people within their organisation.

Affiliate Reporting
View the affiliate reporting statistics

Campaign Reporting
View campaign overview statistics

Campaign Reporting - Lead Validation
View the lead validation report on data you supplied

Campaign Reporting - Breakdown
View a campaign breakdown report.

Company Admin
Change your company details such as email domain

Data Export

Export data you have generated

Data Import
Import data into Databowl

Email Stats Reporting
View the email statistics report

Landing Page Reporting
View Landing page statistics (clicks, conversions, etc.) broken down by affiliate.

Supplier Campaign Reporting
View supplier overview statistics for all campaigns you are running

Update leads
Allows you to view and amend the detail of an individual lead in the platform

View Integration
View instructions on how to send leads into Databowl Campaigns you have access to. This is a role suitable for suppliers and partners.

View Invoices
View any relevant invoices if using the IOs and the Databowl invoicing

View Leads
View a lead that you generated in the platform

Impersonate

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Instance owners and administrators can impersonate other users on their Databowl instance to see what permissions they have and what they can see.

This is useful when you want to ensure they have access to some information, but not everything, or useful to test new permissions given to users, to ensure they are the right ones.

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