授予代理商访问权限

We allow you to grant agencies access to your account. Agencies have their own entity view, which limits them to what they can see/do within the Branch dashboard. This guide will walk you through how to add agencies to your account and configure access levels. Note that the following steps also apply to granting Ad Partner access.

为您的账户授予代理商访问权限

  1. Go to the Account Settings page in the dashboard, and click to the Agencies tab. If you do not see your agency, please ask your agency to fill out the Branch Partner Form.
  2. 点击 Add New Agency
  3. 完成以下字段:
  • Agency Name:搜索并选择您希望添加的代理商。
    • Selecting an Agency that is also an ad network will auto-populate the "Only show data from specific ad networks" filter to include that ad network in order to tag the events associated with the ad network are tagged with the corresponding ~agency_id
  • Access Level: Select the level of access you wish to grant the agency. By default, custom will be selected. Reference Roles to understand the various access levels.
    • Note: You may grant an agency the access level No Access. This access level allows you to define specific agency users that can access your account. See below for further instructions on managing individual agency user permissions.
  • Permissions: While permissions are auto-populated based on the Access Level you've chosen, you can change any of the Permissions as you see fit.
  • Export:如果您希望允许代理商导出数据,则需要同时授予对敏感数据和导出的访问权限。
  • Data Filters:定义您希望授予代理商的数据筛选权限。您将会有以下选项:
    • 仅显示带有代理机构标记的数据 :启用后,代理机构用户只能查看带有其代理机构 ID 标记的数据,即事件,参与的小组。默认情况下将启用此功能。
    • 限制对收入数据的访问:如果被授予访问敏感数据的权限,代理商即可查看收入数据。
    • 仅显示来自特定广告平台的数据:启用后,代理商用户只能查看特定广告平台列表中的事件。
      • If you selected an agency that is also an ad network, this field should auto-populate with the ad network.
      • LIMITATION: If the number of one specific event in the latest 7 days is zero, the event will not be shown as an option in the ADD/REMOVE COLUMNS in the EVENTS section on the dashboard.
    • 仅显示来自特定地区的数据:启用后,代理商用户只能查看特定国家列表中发生的事件。

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针对广告合作伙伴的 Data 筛选项

如果您在付费广告 campaign 中与广告合作伙伴有合作,并且希望授权他们访问操作后台 (Dashboard),那么我们建议您使用以下 Data 筛选项:

  • Only show agency-tagged data:切换键关闭。
  • 限制查看收入 data:如果需要的话。
  • 只显示来自特定广告平台的 data:切换键开启,选择 (一个或多个) 特定广告平台显示 data。
  • Only show data from specific locations:如果需要的话。
  1. 完成后,点击Invite
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默认代理商访问权限级别限制

由于第三方在访问数据时受一定的限制,当代理商团队成员在App view中时,无论用户的访问权限级别如何,他们都将无法访问 Branch 账户的某些功能。

  • 代理商用户无法在其客户的操作后台 (Dashboard)中添加/删除团队成员。
  • 代理用户不得重置应用 Key 或删除应用。
  • 代理用户不得添加/删除代理商访问权限。
  • 代理商用户允许在Organization view中创建应用,但不能在App view中创建独立于组织的应用。
    • 这意味着代理实际上并不“拥有”应用;而是他们将能够管理其他人的应用。
  • 代理商用户无权访问客户操作后台 (Dashboard)的 BillingSSO 板块。

代理商访问权限常见问题解答


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