Wiki source code of Zpřístupnění kampaně uživateli

Last modified by Pavla Roháčová on 2014/02/11 08:42
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 1: A newly created campaign can be seen only by the administrator who created it. If more people should work with the site, it is necessary to make it available.
 2: 
 3: There are several ways to make sites available to users:
 4: 
 5: === Access from page "Administration of campaign users" ===
 6: 
 7: Follow these steps to make more channels available at once.
 8: 
 9: 1. Open the page of the campaign you want to makeavailable **Campaign -> Edit**
10: 1. Open administration of capaign users (% style="font-weight: bold;" %)Campaign users (%%)**-> Detailed Users rights**
11: 1. Using [[filter>>StandardSearch]] find the user who should have access 
12: 1. Click on a red [[smiley>>smile]] next to the name of the user. If there is a smiley of another colour, the user already has the access\\
13: 
14: === Access from page Users Local Rights ===
15: 
16: Follow these steps to make more channels available at once.
17: 
18: 1. Open the page with list of users **Administration -> Users**
19: 1. Using [[filter>>StandardSearch]] find the user who should have access
20: 1. Click on link "Campaign" in the line of the user
21: 1. Using filter find the campaign that you want to make available
22: 1. Click on a red [[smiley>>smile]] next to the name of the user. If there is a smiley of another colour, the user already has the access.\\
23: 
24: === Access by team ===
25: 
26: Follow these steps to make more channels available at once
27: 
28: The process of setting access can be found here: [[How to set a team.>>SetTeam]]
29: 
30: 
31: === Specific campaign users ===
32: 
33: User types: advertiser or campaign provider (agency). These type of users are used for invoicing or in reports.
34: 
35: 
36: **Advertiser **- this is a specific advertiser of campaigns, e.g. VolksWagen Group. Advertiser has to be defined in following cases:
37: 
38: * Admonitoring
39: * [[Sales modul>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/CampaignInvoicing]]
40: * Specific reports, for example: [[Advertiser reports>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/AdvertiserReport]], [[Campaigns by Advertiser>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/CampaignsByAdvertiser]], [[Ad Space Performance by Campaigns>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/CampaignsPerformanceOnAdSpaceReport]]
41: 
42: **[[Brand>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/Brand]]** - this user is a representative of the advertiser´s brand in the campaign, for example Skoda Auto
43: [[**Advertising agency**>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/Agency]] - the user corresponding to the agency that ordered the campaign
44: or
45: [[**Media agency**>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/Agency]]** **- the user corresponding to media agency that ordered the campaign
46: 
47: 
48: __How to set specific campaign users:__
49: 
50: 1. Choose the user from drop down menu 
51:  If you cannot see required user, you have to [[define>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/CreateUser]] this user.
52: // Quick selection //- speed up your search in drop down menu by entering the first letters of the name
53: 1. Continue as long as you choose all required users
54: 1. Save the settings
55: 
56: **//Direct partner //** - settings for this user are used for invoicing (i.e. agency commission), for more info see [[Sales info>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/SetCompanySalesInfo]]
57: 
58: 
59: __Presets for campaign special users:__
60: 
61: Presets allows to create a draft for specific campaign users, it means that the nex time you would be able to choose a client name from the list "Selected preset"
62: 
63: 1. Set specific campaign users (see description above)
64: 1. Fill the name in part "Special users presets - Insert as a new preset". We recommend using the name of client/brand 
65: 1. Confirm setting by clicking on "Insert"
66: 
67: === Campaign company users ===
68: 
69: (% class="almost_half_cell" id="gt-res-content" %)
70: (((
71: (% dir="ltr" style="zoom:1" %)
72: (((
73: (% class="hps" id="result_box" lang="en" %)Business users(% id="result_box" lang="en" %) (% class="hps" %)are(%%) (% class="hps" %)tied to the(%%) (% class="hps" %)business side(%%) (% class="hps" %)of the campaign,(%%) (% class="hps" %)e.g(%%). (% class="hps" %)Businessman(%%) (% class="hps" %)appears(%%) (% class="hps" %)when exporting(%%) (% class="hps" %)media plan(%%), user type (% class="hps" %)Billing appears on the(%%) (% class="hps" %)invoice or(%%) (% class="hps" %)business reports
74: )))
75: )))
76: 
77: Company users are connected to sales part of the campaign, e.g. user type Businessman is used for mediaplan export, user type Invoice clerk is in the invoice or in sales reports. 
78: 
79: __How to set campaign company users:__
80: 
81: 1. Choose the user from drop down menu
82:  If you cannot see required user, you have to [[define>>http://help.billboard.cz/xwiki/bin/view/AdServer+v2/CreateUser]] this user.
83: // Quick selection //- speed up your search in drop down menu by entering the first letters of the name
84: 1. Continue until you set required users
85: 1. Save the settings
86: 
87: __Company users preset:__
88: 
89: Presets allows create a draft for campaign company users, it means that the nex time you would be able to choose client name from the list "Selected preset"
90: 
91: 1. Set campaign company user (see description above)
92: 1. Fill the name in the part "Company users presets - Insert as a new preset". We recommend using the name of sales account/invoice clerk for overview of how many campaigns are from the sales account.
93: 1. Confirm by clicking on "Insert"
Wiki source code of Zpřístupnění kampaně uživateli

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