What you can see depends on your role and on which brand or agency you belong to.
Brands and activations
| Role | Sees |
|---|---|
| Agency admin and manager | Every brand the agency runs, with all their campaigns and activations |
| Brand admin and manager | Their own brand, with all its campaigns and activations |
| Brand viewer | One brand, with all its campaigns and activations, read-only |
| Promoter | Only the activations they've been added to |
Sales and promo items
| Role | Sees |
|---|---|
| Admins and managers | Every sale and promo item, with the shopper's phone number and the promoter who recorded it |
| Brand viewer | The totals and reports. Never a shopper's phone number |
| Promoter | Only their own sales. A promo item still waiting for its code can be finished by any promoter on the same activation |
Reports
Admins and managers see the full report. Brand viewers see the client version: the same figures, but the map doesn't name promoters, and the team's internal notes are left out. For example, "Kofi hasn't recorded anything today" is shown to the team, not to the client.
Billing
Only admins see the plan, payments, invoices and rentals. Managers, promoters and brand viewers don't.
An agency sees the billing for its brands only from the day each brand joined it. See Agencies and brands.
How far back
How many months of results you can see depends on your plan. Older campaigns and activations are kept, and come back into view if you move to a plan with more history. See Plans, trials and limits.