Account & User Management

This section will help you in managing the account you are operating which includes addition of new clients, brands, changing user roles, adding new users and deleting users.

In order to access the accounts section, kindly click on the accounts tab available on the top menu at the top of the page. You will see a side bar where all your clients-brands will be listed. At the top of the bar you will see an option to manage platforms.

On clicking it, you will land on the accounts screen.

There are 2 tabs which are available namely accounts and users.

Under the accounts tab:

The view will be different for individual organization account and agency accounts.

• Agency account: If you have an agency account with Doceree, you can add multiple clients and multiple brands in each and every client that you have. You will then be able to manage multiple clients, add brands associated with them, create campaigns, and share reports, all of that at one place
• Company account: In your company account, you can add multiple brands across different therapeutic areas. You will then be able to manage multiple campaigns across all the brands that you have added in one single account of Doceree

For agency accounts, you will different cards as per different clients along with brands under each client. There is a drop-down for each brand which will show the users who can access the account. The drop down will have a list of users along with their user roles who can access that brand.

For an individual organisation, you will see the brands which has been added till now. There is a drop-down for each brand which will show the users who can access the account. The drop down will have a list of users along with their user roles who can access that brand.

Addition of new client, brand will be done from this tab.

New Client Addition:

In order to add a new client, go to  manage platforms > accounts tab.

For an agency account the fields are:

1. Market : Select the market your client operated in. Currently, we have US and India.
2. Client name: Enter the client name
3. Client type : A drop-down is available from which you will need to select one.
4. Account/brand: Enter the brand name of your client
5. Therapeutic area: A drop-down list is available from which you will need to select one.

For an individual brand account

1. Account/brand
2. Therapeutic area

Under the Users tab:

You will be able to see all the existing users under each brand along with their user roles. You can add new users and delete the users, change the user roles from this tab as well.

New User addition:

Depending upon the advertiser account you have with Doceree (Agency/Company), you will be able to add a new user by providing the email ID, selecting a role, selecting a client (only in case of agency account), and a brand

In order to add a new user, go to manage platforms>users tab

For an agency account, you will have the following fields:

1. Email id: The email Id of the user you would like to add
2. Role: The role you would like to associate the user with. This is a pre-defined set of roles from which one can be selected
3. Client name: Enter the client name under which the user needs to be added
4. Brand name: Enter the brand name under which the user needs to be added

For an individual organisation, you will have the following fields:

1. Email id: The email Id of the user you would like to add
2. Role: The role you would like to associate the user with. This is a pre-defined set of roles from which one can be selected
3. Brand: Enter the brand name under which the user needs to be added

User roles:

• Admin: As an admin, the user will have complete control over every activity associated with the account. A user can add, edit, or delete dashboard properties by managing accounts and users. The user can additionally manage analytics and profile, edit payment methods, get complete access to edit, pause or delete campaigns, and creative hub contents ​
• Editor: As an editor, the user has full access to the creative hub and campaign management section, including adding, editing, and deleting campaigns and edit company details. The user can change the password of their account and edit email settings
• Analyst: As an analyst, the user has full access to the analytics section, where they can create service queries and edit organization details. The user will be able to view brands under the manage account sections, change password, and email settings​

The admin of the account/client/brand has the access to change the user roles of that client/brand/account.

There are 2 ways you can do this:

First is, go to the accounts tab, and select the drop down you will see the users listed under that brand along-with their user roles. Kindly click on the user roles box & you will see the different roles that can be given to the user in a drop-down list. Select the one you would like to associate the user with.

Second is, go to the users tab, you will see the list of existing users. From there, you can select the brand for which you would like to change the user roles. Kindly click on the user roles box & you will see the different roles that can be given to the user in a drop-down list. Select the one you would like to associate the user with.

After doing so, you will be prompted to provide the password through which you would have logged into the platform.

Account/Brand deletion:

Once an account or brand has been added, user cannot delete the same.