Matrix

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  1. Include budgets in role permissions

    Budgets are missing from role permissions (read, create, edit, etc.). This should be an option when setting up a user (Manager/Corporate) with read-only permissions for other entries (Account, Contacts, etc.).

    1 vote

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a new Security Group

    Create a new Security Group that is able to perform the following:
    1. Bulk Edit access for category clean up
    2. Bulk edit access for revenue types clean ups
    3. Advertiser unmerging access
    4. Agency maintenance access
    4.1. Agency re-name
    4.2. Agency merging
    4.3. Agency unmerging
    5. Brand maintenance
    5.1. visibility to list of brands
    5.2. Merging the brands
    6. Security Permissions

    1 vote

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  3. When editing a User, it is not not clear how to change the role

    I just worked with Matrix Support on how to change the role of an existing Matrix user, and did take me some time to figure out that the "Select a User" drop down box, was the option that i needed to use.

    This is not clearing laid out, especially since the existing Role is below this drop down box. It would make it much easier to understand/follow if this drop down box was to the right of the existing Role field, with the field label located above it.

    Something to seriously consider.

    1 vote

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  4. User Profile - field for the users TITLE

    Most users are Account Executives but it would be great to have a field for title - for those in the Manager Roles ... ideally a drop-down box for consistency, something the local Admin (me) can maintain.

    1 vote

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →
  5. Include Traffic ID on User List

    It would be helpful to display the traffic ID in the Users list and in the export for doing maintenance and auditing.

    3 votes

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