User Roles and Permissions Overview

There are a variety of roles and permissions in the system granting different levels of access depending on your responsibilities. Each role defines how you can view, edit, or manage data across features such as Campaigns, Items, Assets, Locations, Bookings, and Stock Ordering.

All Role Names:

1. Administrator
2. Artworker
3. Item Owner
4. Superuser
5. Basic User
6. Group Manager
7. Retail Media Manager
8. Retail Media User
9. Auditor (coming soon)
10. Printer (coming soon)

1. Administrator

Full site access and configuration control

The Administrator has unrestricted access to all areas of the system. This role is responsible for managing site settings, user accounts, permissions, and all operational data.

Key Capabilities

• Full control of all modules and configurations

• Create, edit, and delete users

• Manage campaigns, assets, items, and stock orders

• Adjust global system settings and permissions

• Access and modify all site data

Areas of Access

• Campaigns – Create, edit, and manage all campaigns

• Locations – Add, edit, and remove location data

• Assets – Full asset management

• Bookings – Create, edit, delete, and manage bookings

• Stock Ordering – Create and manage orders

• Items – Create, edit, delete, and monitor

• Tags – Create and manage tagging structures

• Users – Manage all user accounts and roles

Note: Assign this role with caution. It grants full control over all system data and configuration.

2. Artworker

Design-focused role for managing campaign artwork

The Artworker manages and uploads artwork for assigned approval jobs within campaigns.

Key Capabilities

• View assigned artwork and approval jobs

• Upload new or updated artwork files

• Track artwork job statuses

Areas of Access

• Artwork – Full access to assigned artworks

• Campaigns – Access assigned campaign artwork sections

Note: Can only manage artwork and approval jobs specifically assigned to them.

3. Item Owner

Specialised role for managing items within campaigns

The Item Owner is responsible for creating, editing, and organizing items within campaigns.

Key Capabilities

• View list of campaigns

• Add or remove items from campaigns

• Create, edit, duplicate, lock, or archive items

Areas of Access

• Campaigns – View-only list access

• Items – Full item management

Note: Suitable for users maintaining item accuracy across campaigns.

4. Superuser

High-level access with limited administrative control

The Superuser has extensive permissions, similar to an Administrator, but with restrictions on sensitive system configurations and certain modules.

Key Capabilities

• Full access to Campaigns and Items

• Edit and manage data across most modules

• View-only access to Users, Locations, Features, and Suppliers

Areas of Access

• Campaigns – Full access

• Users – View-only

• Locations – View-only

• Features – View-only

• Suppliers – View-only

• Custom Fields & Trading Periods – No access

Note: Ideal for senior users who require broad visibility and control without full administrative rights.

5. Basic User

Standard access for day-to-day operations

The Basic User can create, view, and manage campaigns, items, and assets, with access to stock ordering and basic booking functions.

Key Capabilities

• View and edit campaigns

• Create and manage bookings

• Access stock ordering

• View and manage items and assets

Areas of Access

• Campaigns – View & edit

• Locations – View-only

• Bookings – Create and manage

• Asset Availability – Advanced search and booking

• Stock Ordering – Create and manage orders

• Items – View, edit, and delete

• Users, Tags, Features – View-only

• Assets – View and add new

Note: This is a general role for users performing campaign and item management functions.

6. Group Manager

Regional or area-level management role

The Group Manager oversees multiple store locations and manages stock orders across those groups.

Key Capabilities

• View store groups and associated stores

• Access and view Location Profiler data

• Manage and track stock orders

Areas of Access

• Dashboard – View store groups and stores

• Locations – View-only access to profiler data

• Stock Ordering – Create and manage stock orders

Note: Suitable for Area or Regional Managers coordinating stock ordering and performance.

7. Retail Media Manager

Manages all bookings and related sales activity

The Retail Media Manager focuses on capturing sales through booking management and high-level location visibility.

Key Capabilities

• View and manage all bookings

• Access location data and profiles

• Search and create bookings

Areas of Access

• Bookings – Full access

• Locations – View-only access to profiler

• Asset Availability – Search and create bookings

Note: Ideal for users managing retail media sales and placements.

8. Retail Media User

Booking-focused role with limited ownership

The Retail Media User manages only their own bookings and related sales.

Key Capabilities

• View and manage owned bookings

• Access linked location data

• Search and create bookings

Areas of Access

• Bookings – Access only owned bookings

• Locations – View-only access

• Asset Availability – Search and create bookings

Note: Restricted to owned bookings and related data.

9. Auditor

(Coming soon / Defined by configuration)
The Auditor role is typically used for compliance or verification purposes.

10. Printer

(Coming soon / Defined by configuration)
The Printer role is used for print production users who need access to final artwork or print-ready materials.