Terminus User Permissions Overview

Ad Experiences is Terminus's digital advertising platform, where you can launch and manage digital advertising campaigns, manage your advertising integrations, and access related engagement features and advertising-specific reporting, including: Engagement Models, Visitor ID, and View-Through visit and conversion tracking.

Data Studio is your digital command center for target account list management, and broader program reporting. Within Data Studio, users can manage our Bombora intent integration, and view your Terminus account data alongside your 1st party data from your connected CRM and marketing automation platforms. Data Studio is also where users can access a wide range of reports, including ABM Scorecard, dashboards, Opportunity Insights, and our advanced analytics suite, including Campaign Analytics, and revenue attribution.

Currently, these two main areas of the Terminus platform have separate registration processes, but you can easily switch between both interfaces once you’re logged in.

User Permissions for Ad Experiences

By default, all new users who register for an Ad Experiences account will have the same user permission levels. All standard Ad Experiences users have the ability to:

• Create, pause, archive, and edit advertising tactics.
• Edit advertising budgets and change ad creatives.
• Access and download .CSV reports.
• Access all additional features of the Ad Experiences product, as provisioned by your Terminus subscription. 
• View and manage your Salesforce integration. 
• View Terminus Settings, including User Account and Company information. 
• Authorize and manage additional 3rd party integrations in the As Experiences product. 

Currently, theAd Experiences product does not offer differentiated user permissions for Admin or Super Admin users.

If you would like to create a user account that is "view only" for your Terminus instance, please submit a ticket through the Terminus Support Portal. "View Only" users will not be able to:

• Create, pause, archive, or edit advertising tactics.
• Edit advertising budgets or change ad creatives.
• Download .CSV reports.
• View or manage your Salesforce integration, or other 3rd party integrations.
• View your Terminus Settings, including User Account and Company information.  

User Permissions for Data & Measurement Studio

User Permissions

• By default, every user will have access to all of the platform pages in the Data Studio. 
  
• If you want to limit visibility for a specific user, your organization’s Admins can set up or change the user’s permissions by navigating to the Permissions page of the Settings menu.

• The following reports/pages can be set as visible or hidden at the user level (and based on your Terminus subscription feature access):
  
  
  • Account Hub
    • Account Specific Page
  • Opportunity Insights
  • Opportunity Journey
  • Campaign Analytics
  • Campaign Trends
  • Attribution by Campaign Type
  • ABM Scorecard
    • ABM Scorecard with Trends
  • Configuration Page
    • Account Engagement 
    • Bombora Intent

 
Org Admin Functionality

• Org Admins can remove user permissions and control page permissions for registered users. Org Admins can also access the Data Studio Configuration page, and the read-only Stages page.
  
• An org admin can be assigned by the Terminus Support team (submit a ticket through the Terminus Support Portal) or your Terminus Onboarding Specialist or CSM. There is no limit on how many Org users can have Admin access.
  
• The Terminus Support team and Org Admins can remove users by navigating to the permissions tab and removing the checkmark from the “enabled” column next to the user.

Feature Access

• Dashboards can either be created as Public or Private. Public dashboards are visible to all registered users of the platform. Private dashboards are only visible to the owner. Dashboards can only be edited by the owner. The Terminus Support team can change ownership of a dashboard or delete dashboards as well.
  
  
• Saved Reports can be Public, Read-Only or Private. Public reports can be seen and edited by all registered users. Read-Only reports are visible to all registered users but can only be edited by the owner. Private reports can only be seen and edited by registered users. 
  
  
• Saved sets of Global Filters can be set as public or private. Public sets of global filters can be seen and edited by all users. Private sets of global filters can only be seen by the creator.