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Advertiser User Role

Provide advertisers with self-service capabilities while maintaining appropriate data boundaries and security controls.

Zuzana Toulcová avatar
Written by Zuzana Toulcová
Updated this week

The advertiser user role is a specialized account type in Trackdesk designed for advertisers who want direct access to monitor and manage their campaigns.


What is the Advertiser Role?

When you create an advertiser account in Trackdesk, you can optionally provide them with platform access by enabling their user account. This gives the advertiser direct visibility into their offer performance, revenue tracking, and settlement management without requiring constant communication with your team.


Key Features and Capabilities

Dashboard Access

Advertisers receive a customized dashboard experience that includes:

  • Performance Overview: Access to key metrics including clicks, conversions, and revenue data

  • Quick Overview Widget: Summarized statistics for their campaigns

  • Daily Overview: Day-by-day performance breakdown

  • Conversion Tracking: Real-time conversion monitoring

Offer Management

Advertisers can view and manage their offers with these capabilities:

  • View Active Offers: Browse all of their associated offers

  • Offer Details: View comprehensive offer information including general settings, landing pages, and creatives

  • Revenue and Pricing: Monitor revenue performance and view pricing structures for their offers

  • Tracking Integration: Access tracking setup and integration details

Revenue and Financial Tracking

The advertiser role provides comprehensive financial oversight:

  • Revenue Monitoring: Track revenue across all their active offers and campaigns

  • Claims Management: View and manage settlement claims for earned revenue

  • Settlement History: Access historical settlement data and billing information

  • Balance Tracking: Monitor open balances, on-hold amounts, and claimed settlements


Reporting and Analytics

Advertisers have access to detailed reporting features:

  • Performance Reports: Daily, general overview, and custom report generation

  • Click Reports: Detailed click analysis and performance metrics

  • Conversion Reports: In-depth conversion tracking and analysis

Access Limitations and Data Visibility

Data Scope Restrictions

Advertisers can only access data related to their own revenue sources. They cannot view:

  • Other advertisers' performance data

  • Affiliate-specific information or payout details

  • Network-wide analytics or competitive intelligence

  • Administrative settings or user management features

Financial Data Controls

Advertisers see conversion amounts and revenue but not affiliate payout information- Settlement and claiming features are restricted to their own revenue origins.

Best Practices

When implementing advertiser user accounts:

  1. Clear Communication: Set clear expectations about what advertisers can and cannot access

  2. Data Visibility Configuration: Carefully configure what metrics and parameters advertisers should see

  3. Regular Review: Periodically review advertiser access and permissions

  4. Documentation: Provide advertisers with clear guidance on using their dashboard

  5. Support Channels: Establish clear communication channels for advertiser support


The advertiser user role provides a powerful self-service solution that enhances transparency while maintaining appropriate data security and access controls for your affiliate network.

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