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Only visible to certain users, this permission grants access to the ‘internal’ System Configurations, that are not typically accessible with the standard ‘System Configurations’ user permission. This permission should be granted sparingly.

Allows user to add and edit dynamic attributes which can be tied to a contact, a company, an order, a ticket, a sales forecast, a subscription or a vendor. Dynamic attributes are useful as they can be used to capture any information that our system isn’t already capturing.

Gives a user the ability to create tags on the Tag Types set up page. Tags work similarly to dynamic attributes, and can be created for companies, contacts, orders, and timesheets.

This permission gives a user access to the Custom Site Design page, as well as the design pages for the Client, Subscriber, and Vendor portals. These pages allow you to change the display of the main site or the portals to reflect your company’s branding, including logos and colors.

Gives a user access to the 'Beginning-of-Month Tasks' page, from which you can download or import final printer files, update DFP items and impressions, and process files for Newsstand.

Allows user to add a Dropbox account. The user can also define Dropbox folder used for the integration.

Allows a user to access the Email Queue Setup page, where you can connect to MailChimp's Transactional Email Service.

Allows a user to connect a Slack account within the system.

Allows a user to connect a Twilio account with the system.

Allows a user to connect a Microsoft Teams account within the system.

Allows a user to connect a Google Ad Manager account with the system.

Allow a user to setup the email accounts used for the BCC email and support tickets.

Allows a user to connect a Quickbooks online account with the system.

Allows a user to connect a WooCommerce account with the system.

Allows a user to connect to a HubSpot account within the system and manage the syncing criteria for contacts and companies.

Only applicable if you have the ‘Use Lockbox’ setting turned on in the HubSpot Setup page, this permission grants a user access to the HubSpot Lockbox where contacts being brought in from HubSpot will be held until they can be approved. Users with access can approve or reject lockboxed contacts or assign them to existing contacts and companies.

Allows a user to connect to an AdCellerant account within the system.

Allows a user to connect a Broadstreet account within the system. This permission also grants you access to the Broadstreet ID field when editing a company.

Grants users access to both the Events > Map Your Show lockbox page, as well as the setup page found under Settings > Integrations > Map Your Show.

Grants access to the SAML Setup page, where you can configure Single-Sign-On (SSO) options.

Gives users the ability to access the Astro Questions page, where questions can be generated and saved for reference later on the Astro NL Questions Report.

Allows a user to configure the SendMyAd integration and gives them access to the Settings > Integrations > SendMyAd page. On this page, users can connect Publishers, Publications, Ticket Statuses, Issues, Ad Sizes, and Colors between Ad Orbit and SendMyAd.

Gives a user access to the Aysling Payments setup page, where they can enter their store ID.

Gives a user access to Ad Orbit’s importing tools. A user can import many things, such as companies, contacts, ad sizes, and historical orders.

Provides users access to the Slot Ad Migration page. The Slot Ad Migration tool allows you to move your existing products and sales to slot items.

Gives users access to both the Generate Exports and Export History pages. The Generate Exports page is where GL months are closed, and items can be pushed to QBO. The Export History page shows the items that have been exported from the system, along with any error messages from the exports.

Gives a user access to Settings > Users Setup. Once in this area of the site, a user can edit other users' information as well as permissions. They can also add new users.

Roles can be associated with certain permissions in the site. Users can be assigned to these roles, for example “Sales Rep” and all the users with this role will get the permissions associated with the “Sales Rep” position.

Groups can be created and assigned to projects inside of your instance.

Allows a user to create and edit existing sales contests. They will also be able to add others as contest participants.

Allows a user to access the Commission Groups page. It also allows a user to edit Commission Attainment and Goal Kickers.

Gives a user access to the Commission Kickers set up page. You need the user permission ‘Commission Setup’ to edit the items on this page.

Gives a user access to the Settings > Users > Commission Tiers page, where tiers and tier groups can be configured for graduated commission attainment.

A user will be able to add or edit positions. Positions can be applied to a user upon user creation.

A position can also have an assigned number of hours they can work during a day; this is helpful when assign team members to projects and reviewing the allocation report. The system will know if the resource is available based on the hours a resource is set to work per day and the number of task hours they are assigned.

Allows a user to access the PTO Types set up page.

Giving a user permission to switch user accounts allows that user to change who they are logged in as, without needing to know the username or password of the other user. Give this permission sparingly; with this permission, users can log in as any other user in their site without needing to know the other user’s username or password. To switch user accounts, hover over your name in the upper right corner, and select the Switch User button. Click Switch User again to change back to your own user account.

Allows user to add and edit offices.

A user will be able to add or edit departments. A user can be assigned to a department upon creation.

Allows user to add and edit publishers and brands.

Allows a user to access the Lead Source, Lead Status, Phone Number Fields, Contact Types, Suffixes, and Salutations pages.

Allows a user to add and edit asset types under contact set up. You must have assets enabled.

Gives a user access to the Company Types and Market Territories set up pages.

Allows a user to add and edit company categories. Every company in the system will need at least one category, but there is no limit on the number of categories that a company can have. You can filter throughout the site by category, and run reports on items sold by category.

Allows a user to access the Markets set up page. Markets are generally based on location and are required for every company in the site.

Gives a user the ability to add and edit subscriber types. All subscribers in the system will need to be assigned to a type, and types determine if they are taxable or not.

Allows a user to add and edit the confidence levels associated with each pipeline. When creating a forecast with a certain advertiser, a user will first select a pipeline and then they will select a confidence level. As things progress with that advertiser, i.e. they move along the pipeline, a user will adjust the confidence level accordingly.

Allows a user to access the Lost Sales Reasons page. Lost sales reasons are used when deleting or cancelling orders or line items. These reasons may or may not be required depending on your system configurations.

Allows a user to create and edit packages that can be added to orders.

Allows a user to add and edit named discounts and charges that will be available to add onto orders. These discounts and charges can be a flat amount or a percentage.

Grants a user access to the Offers setup page, where sales offers can be created and managed.

Allows a user to add and edit sales goals for themselves and other reps. A user can setup activity goals or revenue goals.

Grants a user access to the Activity Goals setup page. Without this permission, users may still have view-only access to activity goals. This permission gives the ability to add and edit activity goals.

Gives a user access to the Collection Goals setup page, where collection goals can be added and edited. Users may still have view-only access to collection goals without this permission.

Gives a user access to campaigns from Mailchimp or Constant Contact, if an instance has an integration with one of these email marketing accounts. Here you will be able to see limited information about a campaign, such as opens and clicks. A user will also be able to preview the email that was sent out as part of the campaign.

Allows a user to set up integrations with email campaign accounts such as Mailchimp or Constant Contact.

The Sent Emails permission gives you access to the Sent Emails page, which shows every email sent from the system – including every email sent by each user, and the automated emails generated by the system.

Allows a user to add and edit publications and issues.

Allows a user to add and edit existing rate cards and their rates. A user will also have permission to create new sizes, frequencies, sections, and premium positions.

Grants users access to the Settings > Products > Item Product Class page, where optional ad size and product classifications can be configured.

Allows a user to create and edit product categories. Every service product will need to be classified under a category.

Gives a user access to all digital media set up pages, including Slot, Impression, Targeted Display, and Reserved product set up pages. On these pages, a user will be able to name the product, set positions and channels, and edit rates as well as other factors.

Gives access to the Reserved Product Inventory Groups set up page, where you can create and manage inventory for reserved digital media products.

Allows a user to create and edit services. Here they will determine the service name and the price as well as other factors.

Grants a user access to the Asset Upload Form Template page, where you can set up and manage different asset upload forms for digital media products.

Gives a user access to the Editorial Sizes set up page. With this permission and not the sub-permission to Add/Edit Editorial Sizes, you can view but not interact with the editorial sizes.

Allows a user access to setup page layouts. Each layout can be custom designed to include a specific number of columns. The layout is responsive, and can be chosen when building the templates.

Gives a user access to the TBD Categories page. TBD Categories are used in MagBuilder.

Gives a user the ability to edit the font, font color and background color of elements in MagBuilder.

Allows a user to create and edit editorial categories. Editorial categories are optional when adding an editorial to the system.

Allows a user to setup service blocks, which are used with service scheduling (Production > Service Scheduling). This user can setup the service and the calendar options for that service. A service block is a time and date that is used to determine when a service is due. Mainly used for email blasts, the service blocks allows for a snapshot of where the email blast is in your process.

Allows a user to add and reorder existing status definitions for ad sales, services and editorials.

Allows a user to access the Ticket Checklist page. The ticket checklist page allows users to edit and reorganize the procedural checklists for ad and editorial tickets.

Allow a user to add and edit Display Groups, Billing Groups, Barter Types, and Named Invoice Charges.

Allows a user to edit the payment methods that your company accepts.

Allows a user to add or edit existing payment terms. They will also be able to set the default payment term here. When creating a company, payment terms will need to be chosen.

Allows a user to edit the list of tax values that can be configured for specific companies within an organization’s instance.

Allows a user to add and edit bank accounts. Bank accounts can be added to your instance and payments can be applied directly to those bank accounts. Bank accounts will take precedence in your GL sequence.

Allows a user to edit the dates on the Fiscal Calendar which are used for billing reports.

Gives a user access to the Product Mapping page. The product mapper affects order and invoice exports.

Gives a user access to the GL Classes and GL Sub-Accounts pages.

Allows a user to access the Ecommerce > Shipping Setup page. This page lets you configure shipping methods and shipping zones and rates for your ecommerce orders.

Allows a user to add and edit distribution categories. Every distribution location will need a category, and the distribution report will show a breakdown of distribution by category.

Allows a user to add and edit the different distribution displays. A distribution display will need to be selected when adding a location to the distribution section.

Allows a user to edit and add email subtemplates to be sent out to customers.

Allows a user to add or edit mail merge email templates.

Allows a user to add new contract and proposal templates and edit existing contract and proposal templates. A contract template will need to be chosen for every order.

Allows a user to add new invoice, special invoice, credit memo templates and edit existing invoice, special invoice, and credit memo templates.

Allows a user to add new company statement template and edit existing statement templates. When setting up a publisher inside of your instance, a statement template will need to be chosen. This template will be used now when that publisher sends out statements to its advertisers.

Allows a user to add new purchase order and editorial agreement templates and edit existing purchase order and editorial agreement templates. These will be needed when interacting with vendors.

Allow a user to add new cart order, cart invoice, and event ticket templates and edit existing cart order, cart invoice, and event ticket templates. These will be used for ecommerce transactions and events.

Allow a user to add and edit line items, headers and footers, and terms and conditions for other system templates.

Allows user to add new scorecard elements for goal tracking.

Gives a user access to the Metabase Embedding page. Metabase embedding is where your questions and dashboards from Metabase can be added for use in the system. You can also give users permissions to view and interact with these questions.

Provides access to the Public Dashboard Setup page.

On reports that allow you to customize which search filters display, this permission gives you the ability to apply your changes for all users in your system who have not already customized their reports. Without this permission, any changes you make to the search filter display will just apply to your own report.

Allows user to add and edit a workflow in the automation tool.

Allows user to add and edit actions within a workflow, i.e. adding a contact to a list.

Allows a user to set the publish status of a workflow.  You can only edit an unpublished workflow.

Allows user to remove any actions that ran in an automation workflow.