System Features
User management, activity tracking, and system tools.
User Management
Administrative tools for configuring users and their access roles within the platform.
User Invitation Flow
- Navigate to User Management section
- Click "Invite User" button
- Enter user email, name, and assign a role
- System sends invitation email with activation link
- Publisher clicks link and lands on activation page
- Publisher sets password and completes profile
- Account is activated and ready for use
Key Features
- Create and manage user accounts
- Assign granular roles and permissions
- Password reset and account recovery
- Multi-factor authentication support
- User activity history tracking
Administrators can securely impersonate other users to see the platform from their perspective, which is helpful for troubleshooting and support.
Role & Permissions
User access is controlled by predefined roles that determine what actions they can perform and what data they can see.
User Permissions
- Admin - Full platform access and configuration control
- Manager - Manage campaigns, inventory, and reports
- Publisher - Manage their own inventory and view revenue
- Creative Auditor - Upload and manage advertising creatives
- Viewer - Read-only access to dashboards and reports
Activity Log
The activity log system monitors and tracks all user interactions to ensure accountability and provide a clear audit trail.
Audit Trail
- Action history with timestamps
- User identification for every change
- Before and after data snapshots
Activity Filters
- Filter by specific user
- Filter by date and time range
- Filter by action type (e.g. Create, Update, Delete)
- Access the complete audit trail from System -> Activity Log.
- Track and monitor platform changes.
- Export logs for external compliance reviews.
Notifications
Comprehensive activity tracking system that logs all significant actions performed in the platform for audit and compliance purposes.
Notification Types
- Campaign Approvals - Campaign submitted for review
- Creative Approvals - Creative submitted for review
- Order Updates - Order status changes
- Invoice Alerts - Payment due, overdue invoices
- System Messages - Platform updates and maintenance
- User Actions - Invitations, password resets
Managing Notifications
- Click bell icon in header to view notifications
- Unread notifications shown with badge count
- Click notification to mark as read
- View all notifications in dedicated page
- Configure notification preferences in Settings
Platform Settings
Configure global platform identity and technical integrations.
System Identity
- Platform Name and Branding
- Support Contact Information
- Default Timezone and Language
- Dashboard Configuration
Integration Settings
- API Keys and Credentials
- Webhook URL configurations
- Technical platform connectors
- Email server (SMTP) settings
- Third-party analytics tracking
Company Management
Manage advertiser companies and organizations.
Company Profiles
- Contact information for advertisers
- Billing labels and payment terms
- Logo assignments per company
- Order and Campaign linkage
- Performance overview per company
Creating Company
- Navigate to Company section
- Click "Add Company" button
- Enter company details and contact
- Configure billing and payment terms
- Save and associate with orders
Settings & Profile
Personalize your account and platform experience.
My User Settings
- Update personal profile information
- Password reset and security management
- Notification preference configuration
- Language and display settings
- Logout and session management
Profile Settings
- Change personal information and avatar
- Update email notification preferences
- Set default dashboard views
- Manage active API tokens and integrations
- View recent activity log (self-only)
- Customize your personal platform experience.
- Each user can set their own defaults.
- Real-time updates for display preferences.
- Security management for individual accounts.
- Performance and activity status.