Video Transcript
Video Transcript
Alright, so welcome to the first video where we're going to walk you through how to set up a business account, as well as a little bit of the UX/UI perspective and how we have structured everything. So, as you see, first thing, right in the top left corner, we are inside of the control center. So, in the control center, you will have access to your affiliate portal, you'll have access to see all the different businesses you've created, all the different users, to white label if that's part of your plan, uh to see some other different pages, as well as your settings, right?
So the first thing to create a business is we're going to come up here, we're going to hit Add Business, and then here you can type in the name of the business, who owns it, and the industry. You can also do that by clicking businesses and hitting Add Business here. And then from there, you can also add users to specific businesses. So, we can say test, uh [email protected], whatever, we're just gonna do some stuff here. And then here is where things get important. So, as you take a peek, it says in here, a manager can manage assigned businesses, and an admin can manage all businesses.
So, if we come in and we look, for example, here at the manager account, we hit edit, then we have to actually assign the businesses to this account. But if they are an admin, they automatically get access to every single account and every single business within our platform. So that is the caveat there. And then from there, we are also going to chat about this concept of usage, right? So let's say you've gone ahead and you've created an account. So this one we already did, it's called Ad Tracking Guide. And then you're going to click on Ad Tracking here. You're going to see it says enable ad tracking, turn on tracking for Ad Tracking guide, right? So this is something that you have to turn on business by business. So for this account, we're going to go ahead, we're going to turn it on, and then as you see, it will go ahead and now it will give us access to this platform, this suite, this feature.
But if we go back to the control center, this will depend again on your usage or your billing. So inside of billing, you will see you're either for Ad Tracking, you will either be, um depending on the plans that are available at the time, obviously, but right now these are the two plans and you'll see how many businesses are available in each plan.
You can also come into usage and you can see for Ad Tracking, which businesses have it enabled. You can turn it off or on from here as well. So that way, let's say you have one account paid for and it was this one, but you also wanted to maybe turn it off for this one, turn on for this one or you know, you want to just manage which businesses have access to the tracking without going into the unlimited, then you can come in here, you can turn them off. But if you want access for everyone to have Ad Tracking, then obviously you're going to come back to billing, you're going to update it and you're going to subscribe to the unlimited plan where you're not going to have any limits. But that is one thing I wanted to mention is you need to turn on for each business the Ad Tracking suite itself.
And then from there you can also go back into your control center, you can come into settings, hit usage, and then here you will see all of the businesses. And just to kind of show you, we'll turn off Ad Tracking here. If we go back to the Ad Tracking Guide and click Ad Tracking, you see we now need to turn it back on to again enable it. So, that is how you actually set up a business and how you manage the users inside of a business and then how to turn on the ad tracking feature. And now next we're going to go into the integrations. So I will see you guys in that video.
Introduction
This guide will walk you through setting up a new business account, managing user access levels, and enabling key features within the Control Center. The Control Center is your central hub for administering all aspects of your account, from creating businesses for clients to managing your team's permissions.
Step 1: Create a New Business
Each client or internal project should be set up as a separate business. This keeps all data, users, and settings organized and distinct.
From the left-hand navigation menu, click the business name dropdown at the top.
Select Add Business from the list. (Alternatively, you can navigate to the Businesses tab and click + Add Business).
In the "Create a new Business" window, configure your business's identity by filling in the Business Name, Owner, and Industry.
Click Create Business to finish.
Step 2: Add and Manage Users
You can add team members to your account and control which businesses they have access to. There are two primary access levels.
From the Control Center menu, click on the Users tab.
Click the + Add New User button in the top-right corner.
Enter the user's Name, Email, and set a Password.
Select an Access Level based on the following roles:
Manager: Can only manage businesses that are specifically assigned to them. You must manually assign businesses to a Manager's profile after creating their account.
Admin: Has automatic access to manage all businesses in the account.
Click Create to add the user.
Step 3: Enable and Manage Ad Tracking
Ad Tracking is a powerful feature that must be turned on for each business individually. Your ability to enable this feature depends on your subscription plan.
First, ensure the correct business is selected from the dropdown menu in the top-left.
Navigate to the Ad Tracking tab in the left-hand menu.
Click the button or toggle to Enable Ad Tracking for that specific business. The dashboard will then become active.
You can also manage which businesses have this feature enabled from one central location:
In the Control Center, navigate to Settings > Usage.
Click the Ad Tracking tab.
From here, you can view a list of all businesses and toggle their Ad Tracking status on or off.