Granular Permissions Control

This article will cover the following:

- Overview of what Permissions Control is

- Read Only Access

- Breakdown of default Administrator settings


Permissions Control

Permissions Control

**Only show your employees the data they need to see**

 

Roles Access

Roles Access

Read Only Access

Read Only Access

*Warning* Do not enable this feature for the Admin role. If you do, you will block your ability to make changes in your system.



When you clone or edit an existing Role, you can use the "Read Only" access checkbox under the Admin section of the permissions set.

Please leverage the Roles Access feature that can limit a user's ability to edit or modify anything in your CAKE system.


Breakdown, including the default settings for an Administrator:


Name Admin Explanation
Allow Management Changes Enabled Enable user to change permissions for
other users
Limit Access to Other Advertiser Accounts Disabled Hides names from the user when they
look at reports of Advertisers that are
not their own
Limit Access to Other Affiliate Accounts Disabled Hides names from the user when they
look at reports of Affiliates that are not
their own
Limit Access to Other Buyer Accounts Disabled Hides names from the user when they
look at reports of Buyers that are not their own
Show All Advertiser Accounts (Not Just Mine) Enabled Show the user all Advertiser accounts,
regardless of whether they have been
assigned to that user
Show All Affiliate Accounts (Not Just Mine) Enabled Show the user all Affiliate accounts,
regardless of whether they have been
assigned to that user
Admin - Add New Tag Wizard Enabled Allows user to add new tags
Admin - Add New User Wizard Enabled Allows user to add new users
Admin - Alerts Sub Tab Enabled Access to this subtab
Admin - Blocks and Profanity Sub Tab Enabled Access to this subtab
Admin - Clone Vertical Wizard Enabled Access to this wizard
Admin - Email Advertisers Wizard Enabled Access to this wizard
Admin - Email Affiliates Wizard Enabled Access to this wizard
Admin - Email All Contacts Wizard Enabled Access to this wizard
Admin - Email Templates Sub Tab Enabled Access to this subtab
Admin - Other Lists Sub Tab Enabled Access to this subtab
Admin - Products Sub Tab Enabled Access to this subtab
Admin - Public Product data Sub Tab Enabled Access to this subtab
Admin - Reason Lists Sub Tab Enabled Access to this subtab
Admin - Roles Access Sub Tab Enabled Access to this subtab
Admin - Show Cookie Domain Enabled Allow the user to select the cookie domain
of an Offer
Admin - System Settings Sub Tab Enabled Access to this subtab
Admin - Users Sub Tab Enabled Access to this subtab
Admin - Verticals Sub Tab Enabled Access to this subtab
Advertisers - Add Manual Credit Wizard Enabled Access to this wizard
Advertisers - Add New Advertiser Wizard Enabled Access to this wizard
Advertisers - Add New Creative Wizard Enabled Access to this wizard
Advertisers - Add New Event Wizard Enabled Access to this wizard
Advertisers - Add New Offer Wizard Enabled Access to this wizard
Advertisers - Advertisers Sub Tab Enabled Access to this subtab
Advertisers - Assign a Task Wizard Enabled Access to this wizard
Advertisers - Batch Creative Upload Wizard Enabled Access to this wizard
Advertisers - Caps Sub Tab Enabled Access to this subtab
Advertisers - Compliance Sub Tab Enabled Access to this subtab
Advertisers - Edit Multiple Advertisers Wizard Enabled Access to this wizard
Advertisers - Edit Multiple Offers Wizard Enabled Access to this wizard
Advertisers - Generate Conversion Pixel Wizard Enabled Access to this wizard
Advertisers - Generate Test Link Wizard Enabled Access to this wizard
Advertisers - Import Offers Wizard Enabled Access to this wizard
Advertisers - Offers Sub Tab Enabled Access to this subtab
Advertisers - Order Inquiry Sub Tab Enabled Access to this subtab
Advertisers - Pixel Log Tab Enabled Access to this subtab
Advertisers - Pixel Whitelist Tab Enabled Access to this subtab
Advertisers - Stats Sub Tab Enabled Access to this subtab
Affiliates - Add Contact Wizard Enabled Access to this wizard
Affiliates - Add Multiple Campaigns Wizard Enabled Access to this wizard
Affiliates - Add New Affiliate Wizard Enabled Access to this wizard
Affiliates - Add New Campaign Wizard Enabled Access to this wizard
Affiliates - Add New Event Wizard Enabled Access to this wizard
Affiliates - Affiliates Sub Tab Enabled Access to this subtab
Affiliates - Applied Campaigns Sub Tab Enabled Access to this subtab
Affiliates - Assign a Task Wizard Enabled Access to this wizard
Affiliates - Caps Sub Tab Enabled Access to this subtab
Affiliates - Change a Contact's PW Wizard Enabled Access to this wizard
Affiliates - Compliance Sub Tab Enabled Access to this subtab
Affiliates - Custom Payouts Sub Tab Enabled Access to this subtab
Affiliates - Decode Decrypted Affiliate Link Wizard Enabled Access to this wizard
Affiliates - Edit Multiple Affiliates Wizard Enabled Access to this wizard
Affiliates - Edit Multiple Campaigns Wizard Enabled Access to this wizard
Affiliates - Excessive SubIDs Sub Tab Enabled Access to this subtab
Affiliates - Generate 1:Many Click Pixel Wizard Enabled Access to this wizard
Affiliates - Generate 1:Many Impression Pixel Wizard Enabled Access to this wizard
Affiliates - Generate 1:Many Link Wizard Enabled Access to this wizard
Affiliates - Generate Click Pixel Wizard Enabled Access to this wizard
Affiliates - Generate Impression Pixel Wizard Enabled Access to this wizard
Affiliates - Generate Unique Link Wizard Enabled Access to this wizard
Affiliates - Mass Adjustment Wizard Enabled Access to this wizard
Affiliates - Pending Account Changes Sub Tab Enabled Access to this subtab
Affiliates - Pending Affiliates Sub Tab Enabled Access to this subtab
Affiliates - Pending Campaigns Sub Tab Enabled Access to this subtab
Affiliates - Pending Pixels Sub Tab Enabled Access to this subtab
Affiliates - Place Pixel Wizard Enabled Access to this wizard
Affiliates - Send Creative Pack Wizard Enabled Access to this wizard
Affiliates - Stats Sub Tab Enabled Access to this subtab
Affiliates - Testing Sub Tab Enabled Access to this subtab
Affiliates - Upload Document Wizard Enabled Access to this wizard
Billing - Affiliates Sub Tab Enabled Access to this subtab
Billing - Buyers and Advertisers Sub Tab Enabled Access to this subtab
Billing - Exchange Rates Sub Tab Enabled Access to this subtab
Card - Advertiser Enabled Allow access to this card type
Card - Advertiser - Blacklists Tab Enabled Allow access to this card tab
Card - Advertiser - Contacts Tab Enabled Allow access to this card tab
Card - Advertiser - Credit Tab Enabled Allow access to this card tab
Card - Advertiser - Documents Tab Enabled Allow access to this card tab
Card - Advertiser - History Tab Enabled Allow access to this card tab
Card - Advertiser - Invoices Tab Enabled Allow access to this card tab
Card - Advertiser - Offers Tab Enabled Allow access to this card tab
Card - Advertiser - Storefront Tab Enabled Allow access to this card tab
Card - Advertiser - Suppression Lists Tab Enabled Allow access to this card tab
Card - Affiliate Enabled Allow access to this card type
Card - Affiliate - Blacklists Tab Enabled Allow access to this card tab
Card - Affiliate - Campaigns Tab Enabled Allow access to this card tab
Card - Affiliate - Contacts Tab Enabled Allow access to this card tab
Card - Affiliate - Documents Tab Enabled Allow access to this card tab
Card - Affiliate - History Tab Enabled Allow access to this card tab
Card - Affiliate - Invoices Tab Enabled Allow access to this card tab
Card - Affiliate - Referrals Tab Enabled Allow access to this card tab
Card - Affiliate - Sub Affiliates Tab Enabled Allow access to this card tab
Card - Affiliate - Traffic Types Tab Enabled Allow access to this card tab
Card - Affiliate Campaign Enabled Allow access to this card type
Card - Affiliate Campaign - Documents Tab Enabled Allow access to this card tab
Card - Affiliate Campaign - Exceptions Tab Enabled Allow access to this card tab
Card - Affiliate Campaign - History Tab Enabled Allow access to this card tab
Card - Contact Enabled Allow access to this card type
Card - Contact - Alerts Tab Enabled Allow access to this card tab
Card - Contact - History Tab Enabled Allow access to this card tab
Card - Conversion - History Tab Enabled Allow access to this card tab
Card - Conversion - Order Tab Enabled Allow access to this card tab
Card - Creative Enabled Allow access to this card type
Card - Creative - Files Tab Enabled Allow access to this card tab
Card - Creative - History Tab Enabled Allow access to this card tab
Card - Email Template Enabled Allow access to this card type
Card - Lead ID Enabled Allow access to this card type
Card - Offer Enabled Allow access to this card type
Card - Offer - Advanced Tab - Upsells Enabled Allow access to this card sub tab
Card - Offer - Advanced Tab - Steps Enabled Allow access to this card sub tab
Card - Offer - Affiliate Tab - Email Enabled Allow access to this card sub tab
Card - Offer - Affiliate Tab - Portal Enabled Allow access to this card sub tab
Card - Offer - Campaigns Tab Enabled Allow access to this card tab
Card - Offer - Contracts Tab Enabled Allow access to this card tab
Card - Offer - Creatives Tab Enabled Allow access to this card tab
Card - Offer - Documents Tab Enabled Allow access to this card tab
Card - Offer - Ecommerce Tab - Payout Rules Enabled Allow access to this card sub tab
Card - Offer - Ecommerce Tab - Related Products Enabled Allow access to this card sub tab
Card - Offer - History Tab Enabled Allow access to this card tab
Card - Offer - Traffic Tab - Blacklist Enabled Allow access to this card sub tab
Card - Offer - Traffic Tab - Media Types Enabled Allow access to this card sub tab
Card - Offer - Traffic Tab - Targeting Enabled Allow access to this card sub tab
Card - Roles Access Enabled Allow access to this card type
Card - Sub Affiliate Enabled Allow access to this card type
Card - Sub Affiliate - History Tab Enabled Allow access to this card tab
Card - Vertical Enabled Allow access to this card type
Card - Vertical - History Tab Enabled Allow access to this card tab
Card - Vertical - Offers Tab Enabled Allow access to this card tab
Card - Vertical - Upsells Tab Enabled Allow access to this card tab
EC Reports - Master Category Report Enabled Allows access to this Report
EC Reports - Master Storefront Report Enabled Allows access to this Report
EC Reports - Order Report Enabled Allows access to this Report
EC Reports - Storefront Brand Report Enabled Allows access to this Report
EC Reports - Storefront Category Report Enabled Allows access to this Report
EC Reports - Storefront Product Report Enabled Allows access to this Report
EC Reports - Storefront Sku Report Enabled Allows access to this Report
Main Tab - Advertisers Enabled Allow access to this Main Tab
Main Tab - Affiliates Enabled Allow access to this Main Tab
Main Tab - Billing Enabled Allow access to this Main Tab
Main Tab - Reports Enabled Allow access to this Main Tab
Main Tab - Settings Enabled Allow access to this Main Tab
Reports - Advertiser Report Enabled Allow access to this Report
Reports - Affiliate Manager Report Enabled Allow access to this data in reports
Reports - Affiliate Report Enabled Allow access to this Report
Reports - Browser Report Enabled Allow access to this data in reports 
Reports - Browser Version Minor Report Enabled Allow access to this data in reports 
Reports - Browser Version Report Enabled Allow access to this data in reports 
Reports - Campaign Report Enabled Allow access to this Report
Reports - Click Report Enabled Allow access to this Report
Reports - Conversion Report Enabled Allow access to this Report
Reports - Country Report Enabled Allow access to this data in reports 
Reports - Creative Report Enabled Allow access to this Report
Reports - Daily Report Enabled Allow access to this Report
Reports - Device Report Enabled Allow access to this data in reports 
Reports - Grouped Offers Enabled Allow access to this data in reports 
Reports - ISP Group Report Enabled Allow access to this data in reports 
Reports - ISP Report Enabled Allow access to this data in reports 
Reports - Language Report Enabled Allow access to this data in reports 
Reports - Offer Report Enabled Allow access to this Report
Reports - Operating System Report Enabled Allow access to this data in reports 
Reports - Operating System Version Minor Report Enabled Allow access to this data in reports 
Reports - Operating System Version Report Enabled Allow access to this data in reports 
Reports - Overview Report Enabled Allow access to this Report
Reports - Profit Report Enabled Allow access to this data column within reports
Reports - Referrals Enabled Allow access to this data in reports 
Reports - Referrer Report Enabled Allow access to this data column within reports
Reports - Region Report Enabled Allow access to this data column within reports
Reports - Search Terms Report Enabled Allow access to this drill-down within reports
Reports - Stats Enabled Allow access to this Report
Reports - Step Report Enabled Allow access to this Report
Reports - SubAffiliate Campaign Report Enabled Allow access to this data in reports 
Reports - SubAffiliate Report Enabled Allow access to this drill-down within reports
Navigation - Request Support Button Enabled Adds a Request Support button in admin header allowing user to submit a ticket via email or call
Navigation - Tasks Enabled Adds an Uncompleted Tasks button in admin header allowing user to see all uncompleted tasks
Buyer Portal - Dashboard Enabled  Show the user the Dashboard subtab
Buyer Portal - Dashboard - Lead Summary Enabled Show the user the Lead Summary report
Buyer Portal - Dashboard - Lead Summary - Export Enabled Allow user ability to export the Lead Summary report
Buyer Portal - Dashboard - Credit Enabled  Show the user credit amounts for both Buyer and Buyer Contracts
Buyer Portal - Dashboard - Bills Enabled  Show the user any Bills generated
Buyer Portal - Dashboard - Documents Enabled  Show the user any portal enabled document uploaded in Buyer card
Buyer Portal - Leads  Enabled  Show the user the Leads subtab which includes the detailed Lead Report
Buyer Portal - Leads - Export Enabled Allow user ability to export the detailed Lead Report