Partners manage multiple Dynamic Yield clients in multiple accounts, for example, an advertising agency. Partners can create Partner Users, whose permissions apply across all of their associated accounts.
Managing partner users
Certified partners require access to multiple accounts (i.e. for each one of their customers). Partner users with admin permissions can add additional partner users.
- Click the User icon
at the top right corner of the screen, and select “Manage <partner name> Users”. - Here, you can invite, delete, and edit users and their assigned permissions. Any permissions defined for partner users will apply to all accounts associated with the partner account.
Managing your customer’s users
Partners that have “Admin” permissions, can also manage the users in the accounts associated with the partner account. For example, if a person from a customer’s team would like access to one of their sites in the Dynamic Yield platform - the partner’s admin can grant it.
- Click the User icon at the top right corner of the screen, and select “Manage <account name> Users”.
- Here, you can invite, delete, and edit users and their assigned permissions. Any permissions defined for these users will only apply to the selected account.
For more details, see Managing Users.
User permissions
Both partner users and regular users have the same available permission levels. The only difference is that partner user permissions apply across all accounts associated with the partner account, and regular user permissions only apply to the account they are defined in.
- No access: User has no access to the specific site.
- Viewer: User is able to view all areas and reports in the system, but cannot make any changes or edits.
- Editor: User is able to edit all areas in the system, but cannot manage users (invite, delete, edit), nor create or edit site settings.
- Admin: User is able to edit all areas in the system, and can create new users and account sites/sections. We recommend having at least one admin user.
Admins and Editors have an additional level of permissions that disables or grants code-editing rights; code editing rights should be reserved for technical users only, as the code can be used to manipulate any content on the website. The available code-editing permissions are as follows:
- Can edit code: User can define Evaluators, Templates, as well as edit any Javascript, HTML and CSS available in all campaigns.
- Can view code: User has visibility to all code-based elements in the system (e.g. templates, evaluators), however the code will always be grayed out and uneditable.
- No access to code: User has no visibility to any code-based elements in the system.