User Roles are a foundational part of account setup in MediaOS. Assigning the correct roles ensures users receive the right notifications, have access to the correct tools, and can perform tasks relevant to their position. Each role unlocks different parts of the system and determines the user’s level of access across Sales, Accounting, Editorial, and Support functions.
Administrator and Leadership Roles #
The following roles are designed for executive-level users and those managing high-level operations within MediaOS:
- Administrator:
- Reserved for primary decision-makers, this role grants full access to all system reports and exclusive access to System Settings, including the ability to add and edit Products. It is the only role with complete backend control.
- Sales Manager:
- Intended for sales leaders such as Sales Managers or Sales Directors. This role provides access to all Sales Management reports and limited visibility into Accounting reports. To use this role effectively, the Sales role should also be enabled.
- Accounting:
- Grants full access to Accounting reports and limited access to Sales Management reports. This role is ideal for team members managing invoicing, payments, and financial reporting.
- Subscription Genius Administrator:
- For clients using Subscription Genius, this role provides full admin access to the SG platform. When enabled, an SG-specific navigation column appears under the MediaOS menu for easy access.
General User Roles #
General User Roles support day-to-day users across sales, delivery, and editorial teams. They can be customized using the Primary Role dropdown when editing a user’s profile.
- Delivery & Editorial:
- These roles should be enabled together. They limit access to financial and sales reports, making them ideal for team members focused on Ad Requests, Ad Proofs, and managing the Flat Plan. Use this role for staff working in content or production workflows.
- Sales:
- Best for Sales Representatives, this role provides limited access to Accounting and Marketing reports, but no access to Sales Management analytics. It's designed to support the tools a rep needs for selling, proposing, and managing accounts.
Additional Access Options #
Help Desk Access, located under the Account Support section, designates a user as your Support Contact. Users with this feature enabled can connect with the MediaOS support team through live chat, submit tickets, report bugs, and get real-time help. Each MediaOS account receives one Designated Support Contact for every 10 users.
Configuring Team Reporting Structure #
- Sales Manager Assignment:
- Within the Reporting Structure & Group Access section, you can link sales reps to their Sales Manager. This enables more targeted communication and performance tracking, especially useful for larger teams.
- Sales Assistant To:
- Also under Reporting Structure & Group Access, this setting allows a designated Sales Assistant to edit records and manage workflows on behalf of their assigned sales rep. It streamlines internal collaboration and improves sales efficiency.
