An important part of user management in Fluency is setting permissions. Consider the level of access you want to grant users in your organization. One person may need full access to Fluency, while another only needs to view their assigned accounts. At Fluency, we refer to these access levels as access roles.
What are access roles?
Access roles let you assign different permissions to users within Fluency. This feature allows you to control visibility in the platform, ensuring the confidentiality of clients' information. In Fluency, we offer three levels of 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)
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
Click Settings & Tools (gear icon) in the top menu, and select Users.
In the table, select a user to edit their permissions.
In the modal that appears, scroll to the "Fluency Access Role" field and select it to open a dropdown menu. Choose the appropriate access role from the available options.
Select the Save button to close the modal and save your changes.
Note: If a user is locked out, a manager-level user can click the Initiate Password Reset button toward the bottom-right of the "Edit User" screen to reset locked-out user's password. You can also reach out to your Advertising Engineer for assistance. They can help reset your account, which is valid for four hours. Ensure the user's availability for logging in during the account reset.
When creating new users
Click Settings & Tools (gear icon) in the top menu, and select Users.
Select the + Create User button.
In the modal that appears, complete the necessary fields for the new user.
Toward the bottom of the modal, locate the "Fluency Access Role" field and select it to open a dropdown. Choose the appropriate access role from the available options.
Select the Save button to close the modal and save your changes.
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 for a resent invite.
Additional user permissions
When editing an existing user or adding a new user, you can set additional permissions preferences by checking the corresponding boxes in the Edit User modal:
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. For example: You might make your Sales team read-only so they have access to proposals for upsells.
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.
Fuse enabled. The user has access to Fluency Fuse, our line of add-ons for Microsoft Office.
Select the Save button to close the modal and save your changes.