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 active offers and campaigns
Open Balance - View current unsettled amounts in real time
Settlement History - Access historical settlements, including their current status (created, in progress, paid, etc.)
Self-Service Billing - View and edit own billing details, including legal name, address, invoicing email, and VAT number, without needing admin assistance
For the full settlement status model, see Settlement statuses.
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
Account and Login
Advertisers access the platform through the same login flow as other user roles. Magic link login is supported, which is particularly useful for whitelabel programs where advertisers should never see Trackdesk branding. See Login with Magic Link.
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.
Configuring the Advertiser Role
When enabling advertiser accounts on your network, configure the following before inviting advertisers:
Data visibility - In Settings → Advertisers, configure which metrics and parameters advertisers can see. This is independent from affiliate data visibility settings.
Dashboard messaging - Set up the dashboard note, registration page note, and pending registration note shown to advertisers (covered in the Advertiser Management: Admin Guide).
Billing requirements - Decide whether you'll require complete billing details at registration or allow advertisers to fill them in after first login.
Settlement workflow - Choose between manual settlement creation or automatic settlement generation on a schedule.
Access review cadence — Set a recurring review of pending advertiser approvals and active accounts.
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.