Assigning User Roles & Access
Akkio’s permission model is designed for agencies who work with multiple clients. Each user is assigned a role that determines what they can do in Akkio. Additionally, data can be shared globally across the entire agency or isolated per client, based on membership within a client’s team.
User Roles
Below are the roles currently supported in Akkio and a summary of their capabilities.
Client Member
Typically an employee of the agency’s client.
Key Permissions:
Can create projects
Can only use approved audiences (i.e., user segments or data subsets that have been approved by a Team Approver).
Limitations:
Cannot create or approve new audiences.
Cannot distribute audiences themselves.
Team Member
An employee of the agency who needs to create and manage data, models, and projects for one or more clients.
Key Permissions:
Can create audiences, projects, and reports.
Can use all audiences they have access to (global or within assigned clients).
Team Approver
Description: A more senior Team Member who can approve new audiences for use by Client Members.
Key Permissions:
Includes all Team Member permissions.
Can approve audiences for Client Members to use.
Team Distributor
Description: A Team Member who can also distribute audiences to other destinations (e.g., activation platforms).
Key Permissions
Includes all Team Member permissions.
Can distribute audiences to external tools or platforms.
Team Admin
The highest-level role within the agency teams.
Key Permissions:
Can do everything (create, approve, distribute audiences, create projects, etc.).
Has the additional power to delete other users’ projects and audiences.
Typically owns the overarching management of the agency workspace.
Helpdesk
A user who handles customer support but should not have access to data.
Key Permissions:
No data access (cannot see or interact with specific datasets, projects, or audiences).
Can add or remove users from the platform or from specific client teams.
Managing User Access
Adding a User
Helpdesk or Team Admin navigates to the Organization settings of Akkio.
Click Invite Member, enter their email address and assign them the appropriate role.
(Optional) Add the user to one or more client teams if they should have access to that client’s data.
Removing a User
Helpdesk or Team Admin navigates to the Organization settings.
Locate the user, select Remove.
Remove them from all client teams if they should no longer have access to any client’s data.
Changing Roles
Helpdesk or Team Admin navigates to the Organization section.
Find the user, click Role dropdown, and select an option.
Update the user’s role and save changes.
(Note): Roles can also be changed at each Client team level.
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