Some of the users at your Agency may only need access to just one, or a few, specific features of NinjaCat. To ensure that people only have the access you want them to have, NinjaCat allows you to create or customize User Roles containing specific sets of permissions. This article will walk you through creating and customizing a User Role, and how to add a User Role to a specific user.

NinjaNote: To access the options of NinjaCat shown in this article your account must have a User Role that includes the permission "Manage Users". To change your permissions, please contact a NinjaCat admin from your team.

Section Links

Creating a New User Role

List of Available User Permissions

Adding a User Role to a NinjaCat User

Creating a New User Role

Below are the steps that you will need to follow to access and create a new user role from your Agency settings.

1. Go to the Setup Settings

2. Click on "Users" in the Setup sub-navigation bar

3. Click on the "Roles" tab under Users

4. From the Roles tab click the "Add Role" button near the top right

5. Fill in all of the fields under Add Role

• Name - the name of the role as it will display when creating or editing a User (this field is required)
• Description - the help text which will be displayed on the right-hand side of a User Role
• All Permissions toggle switch
  • "On" (toggled right) - enables every available permission in NinjaCat ("Full Access") for this User Role
  • "Off" (toggled left) - makes the List of Available Permissions appear, from which you can enable the specific permissions you would like for this Role

5. Click the "Save Changes" button near the bottom left of the window

List of Available Permissions

Below is an explanation of the different Permission toggles available when creating or editing a User Role without "All Permissions". Each of these options can be toggled individually to allow the specific access which you would like to enable. Multiple options can be enabled for a Role as needed.

The list of available permissions assumes that the user has access to at least one Advertiser Account. Thus, access across the board to the "Accounts” Top Navigation option and page as well as the "Accounts” option in the Sub-navigation bar.

• Manage Accounts - Access to:
  • the Accounts subheading under the Accounts option of the Main Menu
  • the Account Groups subheading under the Accounts option of the Main Menu
  • a desired account’s Account Command Center
  • the ability to add a new Advertiser Account
  • the ability to refresh the data warehouse
  • the ability to access the Account Settings
  • the ability to configure account data source connections
• View Account Dashboards - Access to:
  • the account Dashboards button on the Account Selection page
• View Agency Dashboards - Access to:
  • the Monitoring option from the Main menu
  • the Campaigns subheading under the Monitoring option of the Main Menu
  • the ability to view create and edit metric-based campaign goals
• Manage Networks - Access to:
  • the Setup Settings option in the bottom left
  • the Data Sources subheading under the Setup Settings option of the Main Menu
  • the ability to add, configure, and delete Data Networks
• Manage Templates - Access to:
  • the Library subheading under the Setup Settings option of the Main Menu
  • the Templates subheading under the Reports option of the Main Menu
  • the ability to create, edit, organize, and delete Templates
  • the ability to create, edit and delete Global Filters and Global Metrics
• View Reports - Access to:
  • the Reports subheading under the Reporting option of the Main Menu
  • the Account Command Center
  • the ability to view the report history of a Report Profile
  • the ability to annotate Reports
  • the ability to download Reports
  • the ability to email Reports
  • the ability to refresh the data warehouse
  • NinjaNote: The Templates sub-heading under the Reporting option of the Main menu may be visible despite the fact that templates are not accessible using this permission alone. Attempting to open or interact with Templates will result in an error.
• Manage Reports - Access to:
  • the Reports subheading under the Reporting option of the Main Menu
  • the Dashboards subheading under the Reporting option of the Main Menu
  • the Account Command Center
  • the ability to refresh the data warehouse
  • the ability to view, create, edit, and delete Report Profiles
  • the ability to re-run Reports that previously had errors
  • the ability to export a list of Reports and their details
  • the ability to view the report history of a Report Profile
  • the ability to annotate Reports
  • the ability to impromptu run Reports
  • NinjaNote: The Templates sub-heading under the Reporting option of the Main menu may be visible despite the fact that templates are not accessible using this permission alone. Attempting to open or interact with Templates will result in an error.
• Access KPIs
  • NinjaNote: This permission provides access to no current features and can be ignored.
• Manage Agency Settings - Access to:
  • the Agency Settings subheading under the Setup Settings option of the Main Menu
  • the Billing subheading under the Setup Settings option of the Main Menu
  • the ability to configure all options in the Agency Settings subpages:
    • Defaults
    • White Label
    • Email Templates
    • Margins
    • API
    • Apps
  • The ability to configure the billing options
• Manage Users - Access to:
  • the Users subheading under the Setup Settings option of the Main Menu
  • the ability to add, edit, and delete Users
  • the ability to manage User invites
  • the ability to add, configure, and delete Roles
• Contact NinjaCat - Access to:
  • the Knowledge Base option in the bottom left
  • the Help Bot icon in the bottom right corner of all areas but the Template Builder (bottom left corner)
• Can Export Accounts - Access to:
  • the ability to export a CSV file containing the details of every Advertiser Account the current User has access to
• Manage NinjaTrack - Access to:
  • the NinjaTrack subheading under the Setup Settings option of the Main Menu
  • the NinjaTrack subheading under the Monitoring option of the Main Menu
  • the Account Command Center
  • the ability to refresh the data warehouse
  • the ability to configure NinjaTrack settings for all Accounts using Ninjatrack no matter what Accounts the current User has access to
  • the ability to view NinjaTrack call data for all Accounts using Ninjatrack no matter what Accounts the current User has access to
• Agency Custom Link - Access to:
  • View the Custom Link button in the main Navigation Menu if enabled by NinjaCat Admin
• Upgrade Agency - Access to:
  • NinjaNote: This permission provides access to no current features and can be ignored.
• Manage Change History - Access to:
  • the Account Command Center
  • the ability to refresh the data warehouse
  • the ability to create, edit, and delete Account Change History entries
• View NinjaTrack Reporting - Access to:
  • the NinjaTrack subheading under the Monitoring option of the Main Menu
  • the ability to view NinjaTrack call data for all Accounts using Ninjatrack no matter what Accounts the current User has access to
• Access Bulk Management - Access to:
  • the Bulk Management subheading under the Settings option of the Main Menu
• Data Cloud Access - Access to:
  • the Data Cloud option of the Main Menu

Adding a User Role to a NinjaCat User

Below are the steps which you will need to add or change the User Role options for a User account in NinjaCat.

1. Go to the Setup Settings

2. Click on "Users" from the Setup sub-navigation bar

3. Click on the desired user from the Users list

4. From the Roles section of the User options, toggle the desired Role for the user "on" (toggled right) or "off" (toggled left)

5. Click the "Save Changes" button near the bottom right