DescriptionThis article explains how to add and delete user logins. It also describes how to review, assign, or remove roles and permissions for new or current users

Note: These tasks can only be done by an Admin user.


User logins

Creating a new user login

  1. Select the User icon > Manage Users on the main menu.
  2. Select the Manage Logins link to display the following:

    Screenshot 2023-11-28 at 13.07.16.png

  3. Enter an email address for the user and select a language and datagroup for this user login.
  4. Select Create New User.

The user will be assigned the default roles and permissions, which can be reviewed and edited, as described in the next section of this article: Managing roles and permissions.

Note: You can view the predefined permissions assigned to a role but cannot edit or remove them. You can only assign or edit the viewing permissions for a user login, i.e., what the user can view and access for a client.

Deleting a user login

  1. Select the User icon > Manage Users on the main menu.
  2. Select the Manage Logins link to display the following:

    Screenshot 2023-11-28 at 13.07.16.png

  3. Select the Edit icon next to the user you want to delete. This takes you to the Manage User screen.
  4. Select the Delete Login link to display a Delete button.
  5. Select the Delete button to delete the user login permanently.

Delete User.png


Managing roles and permissions

Each user added to a client platform is automatically assigned basic permissions that allow the user to log in, view client data (spot and response), and use the Export menu option. You can use the Manage Roles and Permissions option to assign or remove permissions.

InnovidXP has predefined roles, each with a set of permissions. This means you can give users different access to certain areas and actions within the platform according to their responsibilities. For a list of commonly required roles and associated permissions, please take a look at the Common user login roles and permissions section below.

To review and assign or remove roles and permissions from the main menu:

  1. Select User icon > Administration.
  2. Select the Manage Roles and Permissions link to take you to the Roles and Permissions screen. The Users tab is displayed with a list of users on the left.
  3. Select a user to display the platforms the user can access and the roles and permissions already assigned for each. These are displayed on the right.
  4. You can do the following:
    • Select Setup New Access to add new roles and permissions for the selected user across all platforms they have access to
    • Edit a user login within a platform/client: select the '+' icon next to a platform/client to assign new roles and viewing permissions for the user within that platform

    • Remove a role: hover over a role to view details and select the '-' icon to remove it for the user
      permissions.png

  5. Select Apply Changes.

If you assign new roles/permissions, they will be included in the right panel. You can also edit the Data Group assigned to the new user login.


Common InnovidXP user login roles and permissions

When you add and manage user logins, the list of roles and associated permissions may be extensive. The following table lists the most commonly required, predefined related roles and permissions.

Roles and Permissions

Role Name Associated Permissions
Attribution API Access to the API
Client Admin 

Access to all data

Upload any file type

Modify data

Create user logins

Edit dashboards

Client Browse

Access to view data

Unable to upload any files

Unable to export data

Spot Uploader Can upload spots without seeing the data
Spot Data Manager Client browse + access to spot file uploads
Export Data Manager Client browse + create and download exports
Response Uploader Client browse + access to response file uploads
Predict Manager Access to the InnovidXP Predict tool

 

Note: InnovidXP also supports the option to create multiple Data Groups, which allows you to restrict certain spot data access to certain users. InnovidXP only contains a single data group for all your spot data by default.

If you'd like to set up more Data Groups, you can contact Innovid Support via the button on the Home Page.


Related content
Data Groups Overview
Managing Client Groups

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