How do we manage accounts and users on dashboard?

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.

To access the Accounts section, click on the Accounts tab, available from the menu at the top of the page. You will see a side bar that displays a list of all the brands associated with your clients.

At the top of this bar you will see an option to manage platforms. On clicking this option, 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 an account of an individual organization (company account) and agency accounts:

• Agency account: If you have an agency account with Doceree, you can add multiple clients and then associate multiple brands for 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 see 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 organization, you will see the brands which have 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.

Use this tab to add a new client or associate a new brand with an existing client.

Adding a New Client:

In order to add a new client, go to Manage Platform > Accounts tab.

For an agency account the fields are:

1. Market: Select the market your client operates in.
2. Client name: Enter the client name
3. Client type: A drop-down is available from which you need to select the required option.
4. Account/brand: Enter the brand name of your client
5. Therapeutic area: A drop-down list available from which you need to select the required option.

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.

Adding a New User:

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 Platform > 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 organization, 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 contents of the Creative Hub
• 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 Way: Go to the Accounts tab. Next, select the drop-down to see the users listed under that brand along with their user roles. Now, click on the User Roles field. A drop-down displays, listing different roles that can be assigned to the said user. Select the role you would like to associate the user with."

Second Way: Go to the Users tab, where you will see the list of existing users. Next, select the brand for which you would like to change the user roles. Now, click on the User Roles field. A drop-down displays listing, different roles that can be assigned to the said user. Select the role you would like to associate the user with.

Once the role has been assigned to the user, you will be prompted to provide the password that you had used for logging in to the platform.

Account/Brand deletion:

Once an account or brand has been added, the same cannot be deleted by the user.