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NotificationsIntegrationsFacebook + Tracker IntegrationSystem User Token (Facebook)Metrics glossaryFAQ
Module

Users

Managing the company's team: invitations, roles, teams, creative permissions. Admin-only module.

Access

AdminFullManagerNoneTeam Lead BuyerNoneBuyerNone

New users are invited by email — no account exists until the person accepts the invite and completes registration.

Screen blocks

  • Users table — role, status, team; deleted users stay with a red “Deleted” badge.
  • Add new user — Main — Email, Role, Team Lead (for a buyer), Buyer Code (for a buyer).
  • Add new user — Permissions — for a buyer: creative permission — All / Team / Personal (default Personal).

Functions

FunctionDescriptionAdminManagerTeam Lead BuyerBuyer
Users listAll members with roles, status and team; search/filter.FullNoneNoneNone
Invites & rolesInvite by email; role change within the role “family”.FullNoneNoneNone
Buyer Code & teamsAttach a buyer to a team lead/team and a unique Buyer Code (tracker group).FullNoneNoneNone
Creative permissions / deactivationChange a buyer's permission (All/Team/Personal); soft delete (data preserved).FullNoneNoneNone

Statuses

  • Active — has access, active.
  • Deleted — soft delete — login blocked, data/history kept.

Scenario — «Onboard a new buyer»

  1. Users → “Add new user” → Email + role “Buyer”.
  2. Set the Team Lead and a unique Buyer Code (= group in Keitaro/Binom).
  3. Choose the creative permission (if needed).
  4. After accepting the invite, the buyer connects their Facebook accounts.

Good to know

  • Setting the Buyer Code: if the tracker is connected, simply pick the buyer's campaign group from the dropdown. If it isn't connected, enter it manually — in Keitaro it's the Campaign group ID (numeric), in Binom the Campaign group name in brackets (e.g. [017]). It must be unique in the company and match the tracker group exactly, or the buyer's data won't appear in analytics.
  • A role changes only within its “family” (e.g. Buyer ↔ Team Lead Buyer); Buyer → Manager only via re-creation.
  • Creative permission affects only the Content module; in Campaigns Statistics a buyer always sees only their own data.
  • Team structure: a Team is a named entity; a Team Lead is assigned to a Team (never standalone); a Buyer belongs to exactly one Team; a Team can have several Team Leads. Create order: Team → Team Lead → Buyers.