The roles, explained

Everyone in Moments Analytics has one role. It decides which portal you use, what you see and what you can change. If you're not sure which role to give someone, read this page first.

Each role below exists for agencies and for brands that run their own activations. The agency and brand versions do the same job, within their own organisation.

Admin

Agency admin or brand admin: the person who runs the account.

• Who it's for: the owner or lead of the agency or brand, usually one or two people.

• What they do: everything a manager does, plus:

  • add and manage everyone on the team, including promoters and brand viewers;
  • agencies: add and edit the brands they work for;
  • the plan, payments, add-ons, SMS packs, invoices and rentals;
  • the business details, the audit log, and requiring two-step sign-in for everyone.
• Signs in to: the Admin Portal, with email and password.
• Added by: themselves when they sign up, or another admin of the same agency or brand.

Manager

Agency manager or brand manager: the person who runs the work day to day.

• Who it's for: account managers and activation leads.

• What they do:

  • create and run campaigns, activations and games;
  • choose which promoters work on each activation, and restock;
  • pause, resume, complete or cancel activations and campaigns;
  • check sales and promo items, and approve or reject promoters' corrections;
  • read reports and download them for the client.
• What they can't do: add or change people (including promoters), billing, rentals, business details or the audit log. Agency managers can see the agency's brands, but not add or change them. If they open one of these pages, they see Access Denied.
• Signs in to: the Admin Portal, with email and password.
• Added by: an admin.

Promoters are told to ask "your manager" when something needs changing. That's this role.

Promoter

Agency promoter or brand promoter: the person at the stand.

• Who it's for: brand ambassadors, merchandisers and sampling staff.

• What they do:

  • record sales, and edit or void their own sales on the same day;
  • ask for a correction to an earlier day's sale;
  • give product samples and brand merchandise;
  • set up game screens, unlock games and hand over prizes.
• What they can't do: see other promoters' sales, change prices or stock, or work on an activation they haven't been added to. They can only record while the activation is running.
• Signs in to: the Promoter Portal on their phone, with their phone number and a code by SMS. No password.
• Added by: an admin. A manager then puts them on activations.

Brand viewer

Someone who follows a brand's results and changes nothing. There are two kinds of brand viewer:

• The client of an agency: the brand's marketing team, who want to see what the agency is doing for them. The agency's admin adds them.
• Someone inside a brand that runs its own activations: for example a marketing director, sales head or finance, who need to track results but take no part in running them. The brand's admin adds them.

What a brand viewer gets:

• One brand only: its dashboard, its campaigns and every report, live.
• The client version of reports: no promoter names on the map, and none of the team's internal notes. Shoppers' phone numbers are never shown.
• Downloads: each report as a PDF or Excel.
• Notifications: when an activation starts, when it ends, and when a campaign ends.
• Signs in to: the Viewers Portal, with email and password.
• Cost: brand viewers are unlimited on every plan. Adding one never uses a paid seat.

Moments Analytics staff

The Moments Analytics team (super admins and platform admins) help customers, record payments made outside the website, run rentals, set up Enterprise plans, lend Mystery Boxes and move brands. They can see campaigns, activations and games, but don't change them.

Shopper

A member of the public at the stand. Shoppers have no account and never sign in. They're known only by the phone number they give the promoter: for a sale, a free sample, or a game.

Choosing a role

You can change someone's role later, within the same agency or brand. See Edit, suspend or remove a user.