7.1.3.2 Permission Examples

1. By User Group

User group

What the group is doing in the system?

Read and Update

User group

What 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 Manager

Defines 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 Manager

Uses 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 solutions

Creates 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 Operations

Ensures 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 & Invoicing

Responsible 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 Management

Sales 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 Administrator

System 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 Partners

Partners have similar responsibilities like Sales.

  • Read Accounts/Contacts

  • Read Commitments

  • Read Inventory

  • Read and Update media campaign data

  • Read Invoices

  • Read and Update reports

2. By Logical Package / Feature Group

Logical Packet

Advendio Object

CREATE

READ

UPDATE

DELETE

Logical Packet

Advendio Object

CREATE

READ

UPDATE

DELETE

ADvendio Account

Area Classification



X





ADvendio Account

External Account ID



X





ADvendio Account

Media Interest



X





ADvendio Ad Material Management

Briefing Script



X





ADvendio Ad Material Management

Briefing Script PubDate Assignment



X





ADvendio General Administration

Delivery Report Setting



X





ADvendio General Administration

Error Log



X





ADvendio General Administration

Feature Setting



X





ADvendio General Administration

Legal Entity



X





ADvendio General Administration

Legal Entity Number Allocation



X





ADvendio General Administration

Tab Rule



X





ADvendio General Administration

Tab Setup



X





ADvendio General Administration

Terms of Payment



X





ADvendio Adserver Gateway

AdServer Advertiser ID



X





ADvendio Adserver Gateway

AdServer Custom Field



X





ADvendio Adserver Gateway

AdServer Exclusion



X





ADvendio Adserver Gateway

AdServer ID



X





ADvendio Adserver Gateway

AdServer ID AdSpec Assignment



X





ADvendio Adserver Gateway

AdServer ID Relation



X





ADvendio Adserver Gateway

AdServer Login



X





ADvendio Adserver Gateway

AdServer Team Assignment



X





ADvendio Adserver Gateway

AdServer customization



X





ADvendio Adserver Gateway

Content AdserverID Assignment



X





ADvendio Adserver Gateway

User AdServer Assignment



X





ADvendio Campaign Mgmt

Media Basket

X

X

X

X

ADvendio Campaign Mgmt

Media Campaign

X

X

X



ADvendio Campaign Mgmt

Media Campaign team member

X

X

X

X

ADvendio Campaign Mgmt

Selected Ad server ID

X

X

X

X

ADvendio Campaign Mgmt

Campaign Item

X

X

X

X

ADvendio Campaign Mgmt

Campaign Item Revenue Split

X





X

ADvendio Campaign Mgmt

Campaign Contact

X

X

X

X

ADvendio Campaign Mgmt

Selected Brand/Product

X

X

X

X

ADvendio Campaign Mgmt

Selected publication Date

X

X

X

X

ADvendio Campaign Mgmt

Revenue schedule daily

X

X

X

X

ADvendio Campaign Mgmt

Targeting Number

X

X

X

X

ADvendio Campaign Mgmt

Delivery data

X







ADvendio Campaign Mgmt

Revenue Schedule

X

X

X

X

ADvendio Campaign Mgmt

Flexible Payment plans

X

X

X

X

ADvendio Campaign Mgmt

Selected Region

X

X

X

X

ADvendio Campaign Mgmt

Selected Country

X

X

X

X

ADvendio Campaign Mgmt

Selected Content

X

X

X

X

ADvendio Campaign Mgmt

Selected City

X

X

X

X

ADvendio Campaign Mgmt

Selected Areacode

X

X

X

X

ADvendio Campaign Mgmt

Optimizing Version

X

X

X



ADvendio Campaign Mgmt

Optimizing Change

X

X

X

X

ADvendio Campaign Mgmt

Key Line

X

X

X

X

ADvendio Campaign Mgmt

Enhanced Delivery Data

X







ADvendio Campaign Mgmt

Creative

X

X

X

X

ADvendio Campaign Mgmt

Copy Shipping

X

X

X

X

ADvendio Campaign Mgmt

Ad Material Contact



X





ADvendio Campaign Mgmt

Advertised Brand



X





ADvendio Campaign Mgmt

Advertiser Agency relation



X





ADvendio Campaign Mgmt

AreaCode



X





ADvendio Campaign Mgmt

Blocked Ad Spec



X





ADvendio Campaign Mgmt

Blocked AdType



X





ADvendio Campaign Mgmt

Blocked Placement



X





ADvendio Campaign Mgmt

Brand



X





ADvendio Campaign Mgmt

Campaign Item Reach Assignment

X

X

X

X

ADvendio Campaign Mgmt

City



X





ADvendio Campaign Mgmt

Competitor



X





ADvendio Campaign Mgmt

Country



X





ADvendio Campaign Mgmt

Creative Template Variable



X





ADvendio Campaign Mgmt

Creative Variable



X





ADvendio Campaign Mgmt

ExcludedPlacement



X





ADvendio Campaign Mgmt

Key



X





ADvendio Campaign Mgmt

Key Value



X





ADvendio Campaign Mgmt

Quote Preference



X





ADvendio Campaign Mgmt

Region



X





ADvendio Campaign Mgmt

Text Block



X





ADvendio Campaign Mgmt

Text Block MC Assignment



X





ADvendio Campaign Mgmt

Value



X





ADvendio Contract Mgmt

Commitment



X





ADvendio Contract Mgmt

Commitment condition



X





ADvendio Contract Mgmt

Account Commitment Assignment



X





ADvendio Contract Mgmt

Account AdPrice Assignment



X





ADvendio Custom 

Customer Data One



X





ADvendio Custom

Customer Data Three



X





ADvendio Custom

Customer Data Two



X





ADvendio Finance Administration

Accounting Record



X





ADvendio Finance Administration

Accounting Rule



X





ADvendio Invoicing

Invoice Contacts



X





ADvendio Invoicing

Invoice Items



X





ADvendio Invoicing

Invoice Numbers



X





ADvendio Invoicing

Billing Run



X





ADvendio Invoicing

Invoice Preferences



X





ADvendio Invoicing

Invoices



X





ADvendio Inventory Management

advendio__site__c

X

X

X



ADvendio Inventory Management

advendio__placement__c

X

X

X



ADvendio Inventory Management

advendio__ad_type__c

X

X

X



ADvendio Inventory Management

advendio__ad_specs__c

X

X

X



ADvendio Inventory Management

advendio__ad_price__c

X

X

X



ADvendio Inventory Management

advendio__content__c

X

X

X



ADvendio Inventory Management

advendio__placementcontentassignment__c

X

X

X



ADvendio Inventory Management

advendio__contentadpriceassignment__c

X

X

X



ADvendio Inventory Management

Key Ad Price Assignment

X

X

X



ADvendio Inventory Management

KeyValue Preset

X

X

X



ADvendio Inventory Management

KeyValue Preset Ad Price Assignment

X

X

X



ADvendio Inventory Management

Value AdPrice Assignment

X

X

X



ADvendio Inventory Management

Ad Spec Recommendation

X

X

X



ADvendio Inventory Management

Ad Type Rate Category Assingment

X

X

X



ADvendio Inventory Management

Ad Type Recommendation

X

X

X



ADvendio Inventory Management

EventDate

X

X

X



ADvendio Inventory Management

Packet Component

X

X

X



ADvendio Inventory Management

Placement Recommendation

X

X

X



ADvendio Inventory Management

Publication Date

X

X

X



ADvendio Inventory Management

Publication Placement Content Assignment

X

X

X



ADvendio Inventory Management

Rate Card

X

X

X



ADvendio Inventory Management

Rate Category

X

X

X



ADvendio Inventory Management

Ratestep

X

X

X



ADvendio Inventory Management

Reach

X

X

X



ADvendio Inventory Management

Site Ad Type Assignment

X

X

X



ADvendio Inventory Management

Site Recommendation

X

X

X



ADvendio Inventory Management

Time-Based Guaranteed AI

X

X

X



ADvendio Programmatic

Programmatic Account



X





ADvendio Programmatic

Programmatic Data



X





ADvendio Publisher Payout

Account Payable



X





ADvendio Publisher Payout

Account Payable Condition



X





ADvendio Publisher Payout

CampaignItem Account Payable Assignment



X





ADvendio Publisher Payout

Publisher Payout AdServer Id Assignment



X





ADvendio Publisher Payout

Publisher Payout Condition



X





ADvendio Publisher Payout

Publisher Payout Contract



X





ADvendio Publisher Payout

Publisher Payout InvoiceItem Assignment



X





ADvendio Sales

Assigned Mailing list



X





ADvendio Sales

Attendee



X





ADvendio Sales

BackgroundImage



X





ADvendio Sales

Briefing



X





ADvendio Sales

Discussed Advertiser



X





ADvendio Sales

E-Mail



X





ADvendio Sales

E-Mail Recipient



X





ADvendio Sales

Forecast



X





ADvendio Sales

Mailing List



X





ADvendio Sales

Visit Report



X





ADvendio Sales

VisitReportTextTemplate



X