Sharing your Marketing Analytics with your Team


Providing Branch Dashboard access to team members is a valuable way to make sure that all of the members on your team are on the same page with regards to ongoing campaigns, organic growth programs, growth goals and attainment of those goals. Anybody in your organization can gain access to the dashboard following the steps below:


Important Notes: In order to add someone to the dashboard, you must be a current Admin in the account. Additionally, access and user levels are designated on a per-app basis.  If you have multiple apps, each team member must be added to each app and can have a different access level for each one.


How To

  1. In your Branch dashboard, click on "Account Settings" in the left-hand navigation bar

  2. Under "Account Settings", select "Team"

  1. Scroll to the bottom of the page and select "Add Team Member"

  2. Enter the user's email, then click "Search User"



  1. You can then select or customize his or her access level and option to export data

 


  1. Once you click "Invite", your team member will receive an email to accept the invite


Access Levels

  1. Access to pages and actions in the dashboard is controlled using a number of different permissions. Those permissions, along with their definitions, are below:

    1. App-level Settings: Settings or features that can impact functionality app-wide

    2. Channel-level Settings: Settings or features that can impact functionality across a marketing channel (e.g. Journeys configuration)

    3. Link-level Settings: Settings or features that can impact functionality for single links (e.g. configuration of individual Quick Links)

    4. Aggregate Data: Summary data that contains no granular information (e.g. data on Sources page)

    5. Sensitive Data: Data that can contain user-identifying, payment-related, or secret information (e.g. Branch Key and Secret)

    6. Export: Allows users to export Sensitive Data from pages they can view

  2. Default permissions profiles:


Role

App-level Settings

Channel-level settings

Link-level Settings

Aggregate Data

Sensitive Data

Export

Admin

Edit

Edit

Edit

View

View

Access

Team Member

View

Edit

Edit

View

No Access

No Access

Full Read

View

View

View

View

No Access

No Access

Limited Read

No Access

No Access

No Access

View

No Access

No Access


Troubleshooting 

  1. If the user does not receive the email to access the Branch dashboard, you can resend the invite using the "Resend Invite" button

  2. If you are an Admin and would like to change a user's level of access, select the "Edit" button 

  3. If you are unable to see a specific page within the dashboard that you need access to, check our required permissions by dashboard page

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