Doceree manages accounts and users through a tiered RBAC (Role-Based Access Control) dashboard system that distinguishes between account-level intelligence and brand-level execution.
Users Tab
User and Profile Management
- User Identification: The system features a User Profile Panel at the top of the left sidebar that displays the active user's name and initials.
Context Icons Group
- Author Tracking: Accountability is maintained by tracking the author or "Created by" details for every segment, campaign, and program draft.
- Filtering by User: Users can navigate large sets of data by using Filter by Author options to find initiatives created by specific team members.
- Client Attestation: For organizational governance, the Marketing Platform includes a Client Attestation feature. This allows a user to designate an internal attesting authority by providing their name, title, and email; the campaign will only go live once this designated person provides approval.
Client Attestation Pop-up
Dashboard and Account Levels
- Advertiser Dashboard: This is the primary entry point upon login, allowing access to global modules without needing to select a specific brand first.
Advertiser Dashboard
- Brand Dashboard: After selecting a specific brand from the User Profile drop-down, users are navigated to the Brand Dashboard to manage brand-specific modules like the Marketing Platform and Market Access.
Brand Dashboard
- Contextual Tasks: The dashboard includes a Context Icons Group at the top right for high-level management tasks, such as Manage Payment, viewing product updates, and managing Support Tickets.
Support Tickets Pop-up
- Recent Activity: A dedicated Recent Activity Widget on the dashboard provides a log of all actions taken by users with respect to a selected brand, such as list creation or campaign launches.
Recent Activity Widget
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