Question

What settings are required to give a user reporting access for a single advertiser?

1) Schedule a report to be sent to the user, automatically granting them access to that data
2) Ask the advertiser to send an email to support, granting access to their reporting data
3) Create a user role, and assign the advertiser as the sub-account.
4) Create a user profile with a reporting-only user role, and filter for that advertiser

Answer 1

To grant reporting access for a specific advertiser, create a reporting-only user profile, filter it for that advertiser, and set up an automated report delivery to ensure seamless access for the user. Thus option 1 and 4 is correct.

Step-by-step explanation:

To grant a user reporting access for a specific advertiser, first, create a dedicated user profile and assign a reporting-only user role to ensure limited permissions. This role should provide access exclusively to reporting features without unnecessary privileges. Subsequently, apply a filter to the user profile, narrowing down access to data pertaining solely to the designated advertiser. This step ensures that the user receives information only relevant to their specified area of interest, maintaining data confidentiality and focus.

For streamlined accessibility, set up an automated report scheduling mechanism. By scheduling a periodic report to be sent directly to the user, you not only facilitate timely access to pertinent data but also employ an efficient method for granting access. This automated delivery method eliminates the need for manual intervention and ensures that the user consistently receives the latest information without requiring repeated permissions. In essence, this systematic approach not only enhances security and data precision but also optimizes the user experience by seamlessly integrating reporting access for a singular advertiser into their designated profile.