Granular Permissions Control
This article will cover the following:
- Overview of what Permissions Control is
- Read Only Access
- Breakdown of default Administrator settings
Permissions Control
**Only show your employees the data they need to see**
Roles Access
Read Only Access
*Warning* Do not enable this feature for the Admin role. If you do, you will block your ability to make changes in your system.
When you clone or edit an existing Role, you can use the "Read Only" access checkbox under the Admin section of the permissions set.
Please leverage the Roles Access feature that can limit a user's ability to edit or modify anything in your CAKE system.
Breakdown, including the default settings for an Administrator:
| Name | Admin | Explanation |
| Allow Management Changes | Enabled | Enable user to change permissions for other users |
| Limit Access to Other Advertiser Accounts | Disabled | Hides names from the user when they look at reports of Advertisers that are not their own |
| Limit Access to Other Affiliate Accounts | Disabled | Hides names from the user when they look at reports of Affiliates that are not their own |
| Limit Access to Other Buyer Accounts | Disabled | Hides names from the user when they look at reports of Buyers that are not their own |
| Show All Advertiser Accounts (Not Just Mine) | Enabled | Show the user all Advertiser accounts, regardless of whether they have been assigned to that user |
| Show All Affiliate Accounts (Not Just Mine) | Enabled | Show the user all Affiliate accounts, regardless of whether they have been assigned to that user |
| Admin - Add New Tag Wizard | Enabled | Allows user to add new tags |
| Admin - Add New User Wizard | Enabled | Allows user to add new users |
| Admin - Alerts Sub Tab | Enabled | Access to this subtab |
| Admin - Blocks and Profanity Sub Tab | Enabled | Access to this subtab |
| Admin - Clone Vertical Wizard | Enabled | Access to this wizard |
| Admin - Email Advertisers Wizard | Enabled | Access to this wizard |
| Admin - Email Affiliates Wizard | Enabled | Access to this wizard |
| Admin - Email All Contacts Wizard | Enabled | Access to this wizard |
| Admin - Email Templates Sub Tab | Enabled | Access to this subtab |
| Admin - Other Lists Sub Tab | Enabled | Access to this subtab |
| Admin - Products Sub Tab | Enabled | Access to this subtab |
| Admin - Public Product data Sub Tab | Enabled | Access to this subtab |
| Admin - Reason Lists Sub Tab | Enabled | Access to this subtab |
| Admin - Roles Access Sub Tab | Enabled | Access to this subtab |
| Admin - Show Cookie Domain | Enabled | Allow the user to select the cookie domain of an Offer |
| Admin - System Settings Sub Tab | Enabled | Access to this subtab |
| Admin - Users Sub Tab | Enabled | Access to this subtab |
| Admin - Verticals Sub Tab | Enabled | Access to this subtab |
| Advertisers - Add Manual Credit Wizard | Enabled | Access to this wizard |
| Advertisers - Add New Advertiser Wizard | Enabled | Access to this wizard |
| Advertisers - Add New Creative Wizard | Enabled | Access to this wizard |
| Advertisers - Add New Event Wizard | Enabled | Access to this wizard |
| Advertisers - Add New Offer Wizard | Enabled | Access to this wizard |
| Advertisers - Advertisers Sub Tab | Enabled | Access to this subtab |
| Advertisers - Assign a Task Wizard | Enabled | Access to this wizard |
| Advertisers - Batch Creative Upload Wizard | Enabled | Access to this wizard |
| Advertisers - Caps Sub Tab | Enabled | Access to this subtab |
| Advertisers - Compliance Sub Tab | Enabled | Access to this subtab |
| Advertisers - Edit Multiple Advertisers Wizard | Enabled | Access to this wizard |
| Advertisers - Edit Multiple Offers Wizard | Enabled | Access to this wizard |
| Advertisers - Generate Conversion Pixel Wizard | Enabled | Access to this wizard |
| Advertisers - Generate Test Link Wizard | Enabled | Access to this wizard |
| Advertisers - Import Offers Wizard | Enabled | Access to this wizard |
| Advertisers - Offers Sub Tab | Enabled | Access to this subtab |
| Advertisers - Order Inquiry Sub Tab | Enabled | Access to this subtab |
| Advertisers - Pixel Log Tab | Enabled | Access to this subtab |
| Advertisers - Pixel Whitelist Tab | Enabled | Access to this subtab |
| Advertisers - Stats Sub Tab | Enabled | Access to this subtab |
| Affiliates - Add Contact Wizard | Enabled | Access to this wizard |
| Affiliates - Add Multiple Campaigns Wizard | Enabled | Access to this wizard |
| Affiliates - Add New Affiliate Wizard | Enabled | Access to this wizard |
| Affiliates - Add New Campaign Wizard | Enabled | Access to this wizard |
| Affiliates - Add New Event Wizard | Enabled | Access to this wizard |
| Affiliates - Affiliates Sub Tab | Enabled | Access to this subtab |
| Affiliates - Applied Campaigns Sub Tab | Enabled | Access to this subtab |
| Affiliates - Assign a Task Wizard | Enabled | Access to this wizard |
| Affiliates - Caps Sub Tab | Enabled | Access to this subtab |
| Affiliates - Change a Contact's PW Wizard | Enabled | Access to this wizard |
| Affiliates - Compliance Sub Tab | Enabled | Access to this subtab |
| Affiliates - Custom Payouts Sub Tab | Enabled | Access to this subtab |
| Affiliates - Decode Decrypted Affiliate Link Wizard | Enabled | Access to this wizard |
| Affiliates - Edit Multiple Affiliates Wizard | Enabled | Access to this wizard |
| Affiliates - Edit Multiple Campaigns Wizard | Enabled | Access to this wizard |
| Affiliates - Excessive SubIDs Sub Tab | Enabled | Access to this subtab |
| Affiliates - Generate 1:Many Click Pixel Wizard | Enabled | Access to this wizard |
| Affiliates - Generate 1:Many Impression Pixel Wizard | Enabled | Access to this wizard |
| Affiliates - Generate 1:Many Link Wizard | Enabled | Access to this wizard |
| Affiliates - Generate Click Pixel Wizard | Enabled | Access to this wizard |
| Affiliates - Generate Impression Pixel Wizard | Enabled | Access to this wizard |
| Affiliates - Generate Unique Link Wizard | Enabled | Access to this wizard |
| Affiliates - Mass Adjustment Wizard | Enabled | Access to this wizard |
| Affiliates - Pending Account Changes Sub Tab | Enabled | Access to this subtab |
| Affiliates - Pending Affiliates Sub Tab | Enabled | Access to this subtab |
| Affiliates - Pending Campaigns Sub Tab | Enabled | Access to this subtab |
| Affiliates - Pending Pixels Sub Tab | Enabled | Access to this subtab |
| Affiliates - Place Pixel Wizard | Enabled | Access to this wizard |
| Affiliates - Send Creative Pack Wizard | Enabled | Access to this wizard |
| Affiliates - Stats Sub Tab | Enabled | Access to this subtab |
| Affiliates - Testing Sub Tab | Enabled | Access to this subtab |
| Affiliates - Upload Document Wizard | Enabled | Access to this wizard |
| Billing - Affiliates Sub Tab | Enabled | Access to this subtab |
| Billing - Buyers and Advertisers Sub Tab | Enabled | Access to this subtab |
| Billing - Exchange Rates Sub Tab | Enabled | Access to this subtab |
| Card - Advertiser | Enabled | Allow access to this card type |
| Card - Advertiser - Blacklists Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Contacts Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Credit Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Documents Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - History Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Invoices Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Offers Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Storefront Tab | Enabled | Allow access to this card tab |
| Card - Advertiser - Suppression Lists Tab | Enabled | Allow access to this card tab |
| Card - Affiliate | Enabled | Allow access to this card type |
| Card - Affiliate - Blacklists Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Campaigns Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Contacts Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Documents Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - History Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Invoices Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Referrals Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Sub Affiliates Tab | Enabled | Allow access to this card tab |
| Card - Affiliate - Traffic Types Tab | Enabled | Allow access to this card tab |
| Card - Affiliate Campaign | Enabled | Allow access to this card type |
| Card - Affiliate Campaign - Documents Tab | Enabled | Allow access to this card tab |
| Card - Affiliate Campaign - Exceptions Tab | Enabled | Allow access to this card tab |
| Card - Affiliate Campaign - History Tab | Enabled | Allow access to this card tab |
| Card - Contact | Enabled | Allow access to this card type |
| Card - Contact - Alerts Tab | Enabled | Allow access to this card tab |
| Card - Contact - History Tab | Enabled | Allow access to this card tab |
| Card - Conversion - History Tab | Enabled | Allow access to this card tab |
| Card - Conversion - Order Tab | Enabled | Allow access to this card tab |
| Card - Creative | Enabled | Allow access to this card type |
| Card - Creative - Files Tab | Enabled | Allow access to this card tab |
| Card - Creative - History Tab | Enabled | Allow access to this card tab |
| Card - Email Template | Enabled | Allow access to this card type |
| Card - Lead ID | Enabled | Allow access to this card type |
| Card - Offer | Enabled | Allow access to this card type |
| Card - Offer - Advanced Tab - Upsells | Enabled | Allow access to this card sub tab |
| Card - Offer - Advanced Tab - Steps | Enabled | Allow access to this card sub tab |
| Card - Offer - Affiliate Tab - Email | Enabled | Allow access to this card sub tab |
| Card - Offer - Affiliate Tab - Portal | Enabled | Allow access to this card sub tab |
| Card - Offer - Campaigns Tab | Enabled | Allow access to this card tab |
| Card - Offer - Contracts Tab | Enabled | Allow access to this card tab |
| Card - Offer - Creatives Tab | Enabled | Allow access to this card tab |
| Card - Offer - Documents Tab | Enabled | Allow access to this card tab |
| Card - Offer - Ecommerce Tab - Payout Rules | Enabled | Allow access to this card sub tab |
| Card - Offer - Ecommerce Tab - Related Products | Enabled | Allow access to this card sub tab |
| Card - Offer - History Tab | Enabled | Allow access to this card tab |
| Card - Offer - Traffic Tab - Blacklist | Enabled | Allow access to this card sub tab |
| Card - Offer - Traffic Tab - Media Types | Enabled | Allow access to this card sub tab |
| Card - Offer - Traffic Tab - Targeting | Enabled | Allow access to this card sub tab |
| Card - Roles Access | Enabled | Allow access to this card type |
| Card - Sub Affiliate | Enabled | Allow access to this card type |
| Card - Sub Affiliate - History Tab | Enabled | Allow access to this card tab |
| Card - Vertical | Enabled | Allow access to this card type |
| Card - Vertical - History Tab | Enabled | Allow access to this card tab |
| Card - Vertical - Offers Tab | Enabled | Allow access to this card tab |
| Card - Vertical - Upsells Tab | Enabled | Allow access to this card tab |
| EC Reports - Master Category Report | Enabled | Allows access to this Report |
| EC Reports - Master Storefront Report | Enabled | Allows access to this Report |
| EC Reports - Order Report | Enabled | Allows access to this Report |
| EC Reports - Storefront Brand Report | Enabled | Allows access to this Report |
| EC Reports - Storefront Category Report | Enabled | Allows access to this Report |
| EC Reports - Storefront Product Report | Enabled | Allows access to this Report |
| EC Reports - Storefront Sku Report | Enabled | Allows access to this Report |
| Main Tab - Advertisers | Enabled | Allow access to this Main Tab |
| Main Tab - Affiliates | Enabled | Allow access to this Main Tab |
| Main Tab - Billing | Enabled | Allow access to this Main Tab |
| Main Tab - Reports | Enabled | Allow access to this Main Tab |
| Main Tab - Settings | Enabled | Allow access to this Main Tab |
| Reports - Advertiser Report | Enabled | Allow access to this Report |
| Reports - Affiliate Manager Report | Enabled | Allow access to this data in reports |
| Reports - Affiliate Report | Enabled | Allow access to this Report |
| Reports - Browser Report | Enabled | Allow access to this data in reports |
| Reports - Browser Version Minor Report | Enabled | Allow access to this data in reports |
| Reports - Browser Version Report | Enabled | Allow access to this data in reports |
| Reports - Campaign Report | Enabled | Allow access to this Report |
| Reports - Click Report | Enabled | Allow access to this Report |
| Reports - Conversion Report | Enabled | Allow access to this Report |
| Reports - Country Report | Enabled | Allow access to this data in reports |
| Reports - Creative Report | Enabled | Allow access to this Report |
| Reports - Daily Report | Enabled | Allow access to this Report |
| Reports - Device Report | Enabled | Allow access to this data in reports |
| Reports - Grouped Offers | Enabled | Allow access to this data in reports |
| Reports - ISP Group Report | Enabled | Allow access to this data in reports |
| Reports - ISP Report | Enabled | Allow access to this data in reports |
| Reports - Language Report | Enabled | Allow access to this data in reports |
| Reports - Offer Report | Enabled | Allow access to this Report |
| Reports - Operating System Report | Enabled | Allow access to this data in reports |
| Reports - Operating System Version Minor Report | Enabled | Allow access to this data in reports |
| Reports - Operating System Version Report | Enabled | Allow access to this data in reports |
| Reports - Overview Report | Enabled | Allow access to this Report |
| Reports - Profit Report | Enabled | Allow access to this data column within reports |
| Reports - Referrals | Enabled | Allow access to this data in reports |
| Reports - Referrer Report | Enabled | Allow access to this data column within reports |
| Reports - Region Report | Enabled | Allow access to this data column within reports |
| Reports - Search Terms Report | Enabled | Allow access to this drill-down within reports |
| Reports - Stats | Enabled | Allow access to this Report |
| Reports - Step Report | Enabled | Allow access to this Report |
| Reports - SubAffiliate Campaign Report | Enabled | Allow access to this data in reports |
| Reports - SubAffiliate Report | Enabled | Allow access to this drill-down within reports |
| Navigation - Request Support Button | Enabled | Adds a Request Support button in admin header allowing user to submit a ticket via email or call |
| Navigation - Tasks | Enabled | Adds an Uncompleted Tasks button in admin header allowing user to see all uncompleted tasks |
| Buyer Portal - Dashboard | Enabled | Show the user the Dashboard subtab |
| Buyer Portal - Dashboard - Lead Summary | Enabled | Show the user the Lead Summary report |
| Buyer Portal - Dashboard - Lead Summary - Export | Enabled | Allow user ability to export the Lead Summary report |
| Buyer Portal - Dashboard - Credit | Enabled | Show the user credit amounts for both Buyer and Buyer Contracts |
| Buyer Portal - Dashboard - Bills | Enabled | Show the user any Bills generated |
| Buyer Portal - Dashboard - Documents | Enabled | Show the user any portal enabled document uploaded in Buyer card |
| Buyer Portal - Leads | Enabled | Show the user the Leads subtab which includes the detailed Lead Report |
| Buyer Portal - Leads - Export | Enabled | Allow user ability to export the detailed Lead Report |