What can team members see and change on the Dashboard and Ads Manager?

See which pages each team role can open, which settings only the store owner or an admin can change, and what every team member can change.

Roles and permissions

When you invite someone, as described in How do I invite someone to my team?, you give them one of three roles under Choose role:

• Admin (Full access + manage team & billing). An admin always has every permission below, and that cannot be changed.
• Team Member (Full access to all stores).
• Store Access (Access to selected stores only). They only see the stores you tick.

Under Permissions you then turn parts of TrueROAS on or off for that person. The Data Access row mentions attribution, which is how TrueROAS decides which ad gets credit for a sale.

Pages a team member can open

Everyone on the store can open the Dashboard, the Ads Manager, Trew Media Buyer and Reports. Because Data Access is always on, the pages under Analysis are there too. The other permissions decide what else is in the menu:

• Cost Manager needs the Cost Manager permission.
• Events Manager needs CAPI Access.
• UTM Manager and General Settings need Settings set to View or Edit. With View, General Settings shows You have view-only access to settings. Contact an admin to make changes.
• The Team and Billing tabs in General Settings need Billing & Team. See What can I do on the Team tab in General Settings? and What can I see and do on the Billing tab in General Settings?.

For where each page sits in the menu, see How do I find pages in the menu and fold it in?.

Settings only the owner or an admin can change

These settings apply to everyone on the store, so only the store owner or an admin can change them. Anyone else gets a message saying so, or sees the setting greyed out.

• The attribution model and the attribution window. See How do I change the attribution model and attribution window?.
• The Currency and Timezone fields under Regional Settings. See Which currency and time zone do my numbers use?.
• Exclude tax on orders and Exclude shipping on orders. See Does TrueROAS include tax and shipping in my sales?.
• Subtract refunds from sales. See Can TrueROAS take refunds off my sales?.
• Hide free orders, and on WooCommerce stores Don't report free orders to Meta. See How do I hide free orders from my reports?.
• Round money to whole numbers, under Data Options in Reporting Settings.
• Who gets the daily and weekly report emails, and the Daily report and Weekly report switches under Incremental Attribution in Email Settings. See How do I choose who gets the daily and weekly report emails?.
• Who gets the Alert Agent emails and how sensitive the alerts are. See What are Alert Agent reports? and How do I choose how sensitive Alert Agent alerts are?.

What any team member can change

Anyone who can open the page can change these, and the change applies to the whole store:

• Costs in Cost Manager, including custom costs and ad spend added by hand. See How do I add my product costs in Cost Manager?.
• The shared dashboards, including Reset. To keep a dashboard to yourself, see How do I create, rename, make private or delete a dashboard?.
• The Meta and Google Ads Campaign Name Filter. See What is the difference between the Meta Campaign Name Filter and Campaign Auto-Filters?.
• The branded campaigns under Lower Google Ads Branded Campaign Impact. See How do I mark my Google branded search campaigns?.
• Turning Meta campaigns, ad sets and ads on or off, and changing daily budgets, in the Ads Manager. This changes your Meta ad account. See How do I pause an ad or change a daily budget from the Ads Manager?, which also explains who can undo these changes.

These are saved to each login, so changing them does not change what anyone else sees:

• The date range and Compare to. See How do I change the date range? and How do I compare with the previous period?.
• The Incremental Attribution and View-Through switches, and the Incremental Attribution settings. See How do I set up Incremental Attribution? and What does the View-Through switch do?.
• The columns in the Ads Manager and Show IDs. See How do I choose and reorder the columns? and What do Show IDs and Hide Draft & In-Store (POS) Orders do?.

Campaign Auto-Filters and the Meta ad accounts picked in Choose Meta ad accounts can come from the store owner's choice. See How do Campaign Auto-Filters work? and Can I combine several Meta ad accounts in one store?.

Good to know

• A role and its permissions only change what that one person can open and do.
• Turning off Cost Manager removes the page from the menu, but profit numbers on the Dashboard and in the Ads Manager stay visible.
• You cannot hide the Dashboard or the Ads Manager from anyone with access to the store, or make them read only.