Do you want to share Shape with a coworker but worry that they might mistakenly push changes?
Ad spend data draws attention within a company.
Account managers. CEOs. CFOs. Lots of people may be interested in spend data depending on their role.
PPC advertisers use Shape every day to manage digital ad budgets. Originally built as a tool for analysts, every Shape user had the power to make edits and push changes to ad campaigns directly from the Shape UI.
But teams started to ask if there was a way to give people outside of the PPC department access to Shape without allowing them to make changes.
Shape customers can now do just that with the new ‘Read Only Mode’ available on the Team Settings page.
Read Only users have permission to make a very small number of changes to Shape (mostly impacting their personal view/filtering of Shape).
Read Only users cannot change budget or automation settings.
Read Only users can:
Add/remove a tag from any client
Add/remove email setting from any tag
Add/edit/delete a note on a budget
Update their avatar and name
Change their password
Update any tag
Download a CSV report
IMPORTANT NOTE: Read Only users can view all clients/budgets within a Shape account, therefore, it is highly recommended that you only apply Read Only status to users in your organization. Do not add clients as Read Only unless you want them to have access to all client/budget data in Shape.
Here’s a table of what permissions each role has within Shape:
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Author: Dominic Albano
Dominic is the VP of Engineering at Shape. He commands the front end of the Shape platform, directs engineering resources on the back end, and provides design work for the sales and marketing team.