How-To: Assign Media Agency Access Permissions

Media Agency users that access SC ACD should have their accounts restricted to view only the data they have requested. When an account is configured this way, the user will only be able to view the most basic level of information in SC Analytics.

This article will detail how to:

1. Create the Access Control Entry
2. Create the User Group
3. Create the Access Control List
4. Add the User Account to the Group
5. Check the Source Assignment(s)
6. View the Reports

1. Create the Access Control Entry

*This article assumes that the user account was already created. For a refresher on how to create accounts on SC ACD, click here.

• Log in to SC ACD
• Click on Administrator in the left-hand navigation bar
  
• From the Administrator options, click Access Control Entries
  
• On the Access Control Entry Management page, type the name of the media agency control point that you want to use, or page through to locate it.
  
• If no applicable Access Control Entry exists, click on +New Entry
  
  
• On the Entry Details tab [default]:
  • Description: label for your ACE (Access Control Entry)
  • Type: leave as default [Permission]
  • Option: short name of the entry, typically all one word, lowercase letters
    
    *Once created, anyone related to this ACE will be considered a media partner
  • Suspended: leave as default [No]
  • Click Update to save and close the entry

2. Create the User Group

• Click Administrator in the left-hand navigation bar
• Click User Groups
  
• On the User Group Management page, type the name of the media agency user group that you want to use, or page through to locate it.
• If no applicable User Group exists, click on +New Group
  
  
• On the Group Details tab:
  
  • Name: The name of the actual media agency
  • Short Name: short or abbreviated name, all one word
    
  • Suspended: leave as default [No]
  • Click Update to save and close the entry
     User Group Names and Short Names are CASE SENSITIVE.

3. Create the Access Control List

• Click Administrator in the left-hand navigation bar
• Click Access Control List
  
• On the Access Control List Management page, type the name of the list that you want to use, or page through to locate it.
• If no applicable Access Control List exists, click on +New List
  
  
• On the List Details tab:
  • Access Control Entry: click the dropdown and select the entry that was created in Step 1 [Media Agency (Permission)]
  • Group Subject: click the dropdown and select the group that was created in Step 2 [Test Agency]
  • Click Update to save and close the entry 
    
    The Administrator options discussed here are used not just for permissions, but also for modules, widgets, programs, etc. Settings not discussed in these steps should be left blank, or left at their default choice.

4. Add the User Account to the Group

• Click on Agent Management in the left-hand navigation bar
• On the Agent Management page, type the name of the account that you want to assign permissions to, or page through to locate it.
• Click the Agent ID to access the account settings
  
• On the Groups tab:
  • Click the New Group Assignment dropdown 
    
  • Select the Group Name that was created in Step 2 [Test Agency]
  • Weight: not factored in this process, can be left blank
  • Click Update to save and close the assignment

5. Check the Source Assignment(s)

Now that the permissions have been added, it is good practice to verify that the user will only see reports for their specified agency.
*Source Assignments are loaded into SC ACD by your Account Executive. If you do not see relevant information after following the steps outlined below, contact your AE.

• Click on Numbers in the left-hand navigation bar
  
• Click Source Assignments
  
• On the Source Assignments page:
  • Begin typing the name of the agency in the search bar
    
  • Only reports associated with the entries of the Agency (User Group) that was created in Step 2 will be viewable

 6. View the Reports

Once the permissions have been assigned and verified, SC ACD users with Media Agency Access can view their reports from SC Analytics by clicking Reports in the left-hand navigation bar.

*In order for the Reports option to be visible, user must also be given permissions to access the SC Analytics embed. For details on how to do that, click here.