Team Management FAQ

Learn how to invite team members to access your Singular account and how to limit their access permissions to specific data or tools.

 

General Questions

What can I use the Team Management page for?

If you are an admin of your organization’s Singular account, the Team Management page (Settings > Team Management) shows you the team members who have access to your Singular account. You can create new users, remove existing users, or edit their access permissions.

What is the process of inviting a new user?
  • To invite a new user, you go to Settings > Team Management, click Create New User, enter the user's email, and choose the type of user (Admin, Standard, or Restricted).
  • If you choose Restricted, the user creation wizard lets you select the user's permissions.
  • Once you click Create User, the user is added to the pending users list and receives an email asking them to log in and select a password.
What is the difference between "Admin", "Standard", and "Restricted" users?

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Admin users have access to all the data as well as access to the Team Management functionality.

Standard users can access all the data but cannot use Team Management.

For restricted users, you can pick and choose which data they have access to and which Singular tools they can use.

What types of permissions can I give or deny to Restricted users?

For restricted users, the team management wizard lets you pick and choose:

  • Which apps’ data they will be able to see
  • Which data connectors’ data they will be able to see
  • Which metrics they will be able to see in reports (e.g., you can allow users to see revenue data but restrict them from seeing cost data)
  • Which pages they will be able to access in the Singular platform.

For example, if you have UA managers in your team who are responsible for certain apps, you can give them access permissions only for data for those apps.

Do restricted users have API access?

You can give restricted users API access by giving them permissions to the API page (Settings > API). Restricted users can only access the apps, metrics, etc. for which they have permissions.

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How can I remove users or edit their permissions?

To remove a user, find them in the list and select the X button.

To change a user’s role or a user’s permissions, use the Manage Permissions link.

What does "Automatically add future apps/sources" mean?

When editing a Restricted user's permissions to apps, check the Automatically add future apps checkbox if you want the user to get access automatically to any apps that your organization adds in the future.

The same checkbox is available when editing permissions to sources, metrics, and Singular interface pages.

Can I restrict access to a specific OS?

We do not currently offer this option.

Selecting Sources

Why doesn't the list of sources match the list in Settings > Data Sources?

There could be several reasons for this:

  • The Source Selection step also includes Organic and Custom Sources as options.
  • Inactive sources: The Restrict Sources step only shows sources that have provided data in the past year.
  • Agency name vs. network: One or more of the sources defined in the Data Sources page may be agencies rather than ad networks. In your reports (and in the Source Selection step), you see the name of the actual ad network(s) that the agency is responsible for.
What are “Custom Sources”?

Custom sources are advertising channels that you can set up for yourself if you are a user of Singular's attribution service. You define custom sources when you generate a custom tracking link (see Generating Tracking Links) and specify the link source as "custom" (rather than email, SMS, or social media).

If you have defined one or more custom sources this way, you can grant or restrict access to all the data from these sources by selecting Custom Sources in the Source Selection step.

Note: You cannot grant or restrict access to individual custom sources separately.

Can I give users access to the Internal BI?

No - while your internal BI may receive tracking postbacks, it is not a data source and you can not use the Select Sources step to allow or disallow access to it.

Selecting Metrics

What happens if I restrict a user’s access to a metric but allow them to see a metric derived from it?

We allow you to define the access to each metric explicitly and do not limit your options based on the relation between metrics.

For example, if the user does not have access to the Cost metric but does have access to Installs and eCPI, they can calculate Cost manually. Make sure you do not give the user access to metrics that give them undesired information indirectly.

Selecting Pages

What does the warning "Data for all apps and sources will be shown on these pages" mean? Why are some pages marked with an orange triangle icon?
Some pages in the Singular interface always show data about all apps and sources - regardless of the access restrictions you may have placed on the user.

These pages, e.g. Alerts, are marked with a warning icon in the Page Selections step.

Why can’t I allow users access to the Export Logs page?

The Export Logs page can be limited to showing only certain apps/sources, but it cannot be limited to certain metrics. Therefore, if a user has access only to certain metrics and not others, they cannot use the Export Logs page.

To allow a user to use Export Logs, give them access to all the metrics.

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