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Users, Groups, and Roles

Managing users in your JamLoop Self-Serve account is quick and easy.

Updated yesterday

Role-Based Access Control (RBAC) Overview

JamLoop now offers organizations complete control over who can view, edit, and manage campaigns, reporting, and account settings.

There are three key areas of benefit: Users, Groups and Roles.

Under Organizations, two nested sub-pages:

  • Groups

  • Users


Users:

  • Add users to your Organization by adding their email address

  • Assign users to a Group

  • Send Invites

  • Manage users

Groups:

There are 2 types of Groups:

Default Groups:

  • Admin

  • Member

  • Viewer

for complete breakdown of a Group's permissions navigate to:

  • Organization > Groups > Select Group

Custom Groups

Custom Groups are useful for limiting a particular user's access to specific advertiser(s). *This feature is only available for Agency Org Types


To create a custom group:

  1. Groups > Create Permission Group

    1. Name group / provide description

    2. Select the advertiser(s) this groups users will be able to access

    3. Save Group

  2. Invite User

    1. You can either navigate to the Group, invite user

    2. Or you can invite from the Users page, and select the required Group

Roles / Permissions:

Each user is assigned one of four roles. Each role represents a set of permissions.

Role

Description

Billing & Payment

Invite Members

Create Campaigns

Reporting

Admin

Full platform access

Member

Full access, except for billing and user invites

Viewer

Read-only access to campaigns and reporting

✅ all advertisers

Advertiser Viewer

Read-only access to advertiser-specific reporting.

✅ (selected advertiser)

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