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Enabling Self-Service

To enable self-service, marketplace admins or sales users can manage vendor users directly from the Admin Dashboard. Each vendor user is assigned a role that determines their level of access within the vendor dashboard.
Two roles are available for vendor users:
  1. Admin — Full access to the vendor dashboard: manage campaigns, set budgets, invite other vendor users, and view analytics.
  2. Analytics — Read-only access to the vendor dashboard: view campaign performance, reports, and dashboards without the ability to make changes.
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Screenshot of vendor self service functionality.

Managing Vendor Users

Marketplace admins and sales users can manage the full lifecycle of vendor users from the Admin Dashboard:
  • Invite users: Add new users to a vendor’s team and assign the appropriate role (Admin or Analytics).
  • Assign roles: Choose the role that matches the vendor user’s responsibilities.
  • Deactivate users: Revoke a vendor user’s access immediately when they no longer need it. Deactivated users lose access instantly.

Vendor Dashboard Features

The vendor dashboard offers a centralized view for campaign management and analytics:
  • Performance monitoring: Access real-time data and metrics about the performance of campaigns.
  • Campaign Management: Create and review campaigns directly from the dashboard.
  • Team and Payments: Invite team members and manage payment settings (when self-service payment is available through Stripe).
  • Support: Access the help center and frequently asked questions.

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