How Do I Create and Update User Profiles in SoCast Reach?

Company Admin Notes

All new users and staff should be created and added by the Company Admin. If you require access to SoCast Reach, please contact your Company Admin.

Steps for Creating and Updating a User Profile

1. Go to Admin > Users.
2. If you are adding a new user, click Create New.
3. If you are updating an existing user, search for the user by name or email.
4. Staff Name: Enter the user's name.
5. Email: Enter the user's email address. This will be used for login and password reset emails.
6. Password: An email with login instructions will be sent to the user from no-reply@socastsrm.com. Ask the user to check their spam or junk folder if they do not receive the email.
7. Locked: If this box is checked, the user's account will be locked and they will not be able to access the SoCast platform.
8. Timezone: Select the timezone in which the user works.
9. System Role: This should match the permission group (e.g., System Role: Sales Person, Permission Group: Sales Person). For existing users who also need access to SoCast Engage, select their sales role and update their user profile with the additional Engage permissions.
10. Account Assignment: Choose the 'Company - Ads' account (and any other accounts the user needs access to) that should already be created.
11. Permission Groups: Default permission groups are automatically created for Sales Leader, Sales Person, and Campaign Manager. Select the group that matches the user's role.

Advertising Campaign Permissions

Select the permissions you want the user to have. Some permissions will be selected by default based on the chosen permission group.

• Manage Campaigns: Allows the user to create and manage campaigns (intended for Sales Person or Campaign Manager roles).
• Manage Advertisers: Allows the user to create and manage advertisers (intended for Sales Person or Campaign Manager roles).
• Manage Delivery Reports: Allows the user to create reports at the end of a campaign to show advertisers campaign performance (intended for Sales Person or Campaign Manager roles).
• Manage Campaign Markups: Allows the user to customize the markup for campaigns (intended for Sales Person or Campaign Manager roles).
• Manage Campaign Settings: Allows the user to manage and edit campaign settings (intended for Sales Person or Campaign Manager roles).
• Manage Sales Reports: Allows the user to view sales team performance, including leaderboards and sales activity (intended for Sales Leader role).
• View Executive Report: Allows the user to view a report for the entire company (intended for Sales Leader role).

Enterprise Level Campaign Permissions

• Manage SoCast Agency: Allows changes to SoCast agency settings. This is typically reserved for SoCast staff (e.g., Vlad).
• Manage Products, Objectives, and Base Rates: Allows configuration of products (e.g., Illumin, DV360), objectives (e.g., awareness, consideration, conversion), and base rates (e.g., $3.49 CPM for display). This is usually managed by SoCast on behalf of clients, but may be available to enterprise clients in the future.
• Manage Campaign Fulfillment: Allows campaign managers to receive insertion orders and book campaigns.
• Manage Campaign Ownership: Allows editing of which sales person owns which campaign. Sales people can only edit campaigns they own.
• Manage Manual Proposal Forecasting: Allows users to receive and fulfill manual forecast requests (e.g., for search, social, Spotify).
• Approve Campaign Insertion Orders: Allows users (usually sales leaders) to receive and approve insertion order requests from sales people so campaigns can be booked by the campaign manager.

By following these steps, you can efficiently create and update user profiles in SoCast Reach, ensuring your team has the appropriate access and permissions to manage digital campaigns and sales effectively.