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Team Management

Flexible user and permission management system. Create users, configure roles with individual permissions and organize team hierarchy.

Team - Users

User Management​

Full control over team accounts with basic information, access settings, and additional parameters including parent binding for hierarchy.

Team Hierarchy​

Parent binding:

  • Assign parent (manager) to each user
  • Create multi-level team structure
  • Automatic permission inheritance
  • Subordinate reports for managers

Role System​

Team - Roles

Flexible Role Configuration​

Complete freedom:

  • No preset templates
  • Create any roles for your needs
  • Configure permissions individually
  • Unlimited number of roles

Module Permissions​

Configure access for each module: Dashboard, Statistics, Expenses, Finance, Billing, Creatives, Post AI, Tasks, Team, Integrations, Settings.

Access levels:

  • Full Access - view, create, edit, delete
  • Edit - view, create, edit
  • View Only - read only
  • No Access - module hidden

Data Visibility Levels​

Three levels of data access restriction in system.

1. Own Data​

User sees only their campaigns, tasks, creatives and salary. For regular buyers, contractors, interns.

2. Team Data​

User sees their entire team data. For team leads and managers.

3. All Data​

Full access to all system data. For company owners, top managers, accountants.

External Source Binding​

Link users with external system data for automatic filtering.

Keitaro Integration​

Binding levels:

  1. Campaign level - only specific campaign data
  2. Campaign group level - multiple campaigns in group
  3. Sub (stream) level - specific subs/streams

Learn more: Integrations

Role Examples​

Role: Buyer​

  • Visibility: Own data
  • Dashboard: view, Statistics: view (own), Expenses: edit, Creatives: full, Tasks: edit

Role: Team Lead​

  • Visibility: Team data
  • Full access to team statistics, expenses, creatives, tasks

Role: Owner​

  • Visibility: All data
  • Full access to all modules