User management in Fluency starts with setting permissions based on how much access each user needs. These access levels are called access roles, ranging from full platform access to view-only access for assigned accounts.
What are access roles?
Access roles let you assign different permissions, letting you control visibility in the platform. Fluency offers three access roles: Manager, User-Manager, and User. Let's explore the permissions associated with each access role:
Managers have access to:
Blueprints
Analyst portfolio health
Fluency settings, including account settings, user creation, and access roles
Password-reset capability
User-Managers have access to:
Assigning users to accounts using "Bulk Assign User" under Accounts in Settings & Tools
Syncing the master account data
Note: This access role is often used in an HR capacity. User-Managers cannot create new users or access the User screen under Settings & Tools.
Users have access to:
Unassigned accounts and their own accounts (If they have no accounts assigned to them, they will see all accounts)
The launch screen
Note: This is the most common access role. Users cannot access Blueprints.
How to set access roles
There are two ways to configure access roles:
Editing an existing user
Creating a new user
When editing existing users
Hover over Global Settings (gear icon) in the left menu, and select User Management.
In the table, select a user to edit their permissions.
Scroll to Fluency Access Role and choose the appropriate role from the dropdown.
Select Save to save your changes and close the menu.
Note: If a user is locked out, a manager-level user can initiate a password reset from this screen.
When creating new users
Hover over User Management in Global Settings (gear icon) in the left menu, and select the + Create User button.
Complete the necessary fields for the new user.
Scroll to Fluency Access Role and choose the appropriate role from the dropdown.
Select Save to save your changes and close the menu.
Note: New user invitations are valid for seven days, but they may expire sooner. If a user's invitation expires before they log in, contact your Advertising Engineer to resend the invite.
Additional user permissions
When editing an existing user or adding a new user, you can set additional permissions by checking the corresponding boxes in the Edit User menu:
User disabled. The user won't be able to log in to Fluency.
Read only. The user can view Fluency but not make any edits in the platform. Example: You might make your Sales team read-only so they can view proposals for upsells but not make any changes in the platform.
Restricted Blueprint editing. The user can only edit Blueprints they created.
Allow email from Fluency. The user receives email notifications for Fluency events.
Default view in Manage. The default list of accounts the user can see in Manage Note: The user can change this preference.
Restricted View in Backpack. Select an account filter from the dropdown to limit the accounts a user can view. Note: This setting cannot be changed by the user.
Be sure to select Save to confirm your changes.