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1. By User Group

User groupWhat the group is doing in the system?Read and Update
Sales

Takes care of customer relations. Creates proposals, bookings, events, tasks etc. Allowed to give discounts with approval of manager. May trigger invoicing and fullfillment processes, measures all sales relevant KPIs, controls her Sales Teams.

Uses approval Workflows for special conditions, exceptions. 

  • Read Accounts/Contacts

  • Create, read and update Commitments

  • Read Inventory

  • Create, Read and Update media campaigns

  • Read Invoices

  • Create, Read and Update reports

Product ManagerDefines products, their attributes and their prices. Provides all relevant information about the products to Sales and Order Management.
  • Read Accounts/Contacts
  • Read Commitments
  • Read Inventory
  • Read media campaigns
  • Read Invoices
  • Read and Update reports
Marketing ManagerUses Accounts/Contacts to fullfill marketing campaigns. Can also be a Salesforce Marketing Cloud User.
  • Read and Update Accounts/Contacts
  • Read Commitments
  • Read Inventory
  • Read media campaigns
  • Read Invoices
  • Read and Update reports
Media planner & Creative solutionsCreates Ad Material, Creatives, Artwork according to the customer's preferences to achieve a maximised advertising effect. Using ADvendio's media campaign object with internal and external approval workflows. Books products. 
  • Read Accounts/Contacts
  • Read Commitments
  • Read Inventory
  • Read media campaigns
  • Read Invoices
  • Read and Update reports
Ad OperationsEnsures that all order line item will be delivered in time and to the highest quality for best customer satisfaction. Uses AdServer Interface to submit from ADvendio. Is responsible for campaign changes and cancellations. Is responsible for trafficking process. 
  • Read and Update Accounts/Contacts
  • Read and Update Commitments
  • Read Inventory
  • Read and Update media campaigns
  • Read and Update Invoices
  • Read and Update reports
Finance & InvoicingResponsible for Accounting and Book-keeping. Receives all relevant invoices and profit/accounting data in real-time to use this in accounting solutions such as SAP FI/CO, Navision, Sage, QuickBooks etc. Responsible for Invoicing. Create Invoices for all relevant Orders and their line item right in time with just some clicks to ensure a very short time between order fulfillment and invoicing. Can create Cancellations and credit notes.
  • Read Accounts/Contacts
  • Read Commitments
  • Read Inventory
  • Read and Update media campaigns
  • Read and Update Invoices
  • Read and Update reports
Business ManagementSales and management reporting, sales teams, commissioning, yield management, customer master data management, pricing
  • Read and Update Accounts/Contacts
  • Read and Update Commitments
  • Read and Update Inventory
  • Read and Update media campaigns
  • Read and Update Invoices
  • Create, Read and Update reports
System AdministratorSystem Administrator will take care of the system, build new and maintain configuration as needed.
  • Read and Update Accounts/Contacts
  • Read and Update Commitments
  • Read and Update Inventory
  • Read and Update media campaign data
  • Read and Update Invoices
  • Create, Read and Update reports



Sales PartnersPartners have similar responsibilities like Sales.
  • Read Accounts/Contacts
  • Read Commitments
  • Read Inventory
  • Read and Update media campaign data
  • Read Invoices
  • Read and Update reports

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