Manage agencies

Note:
This article is aimed at Adjust's clients working with marketing agencies.

Adjust enables you to add the Agencies that you work with to your account. Adding agencies allows you and the agency to work asyncronously and reduces the overhead of managing agencies as individual users.

Working with agencies gives you:

  • User access control: Agencies get custom editing permissions.
  • Agency reports: Get access to agency-created reports.
  • Cleaner account history: Differentiate between user and agency changes made on your account.
  • App access control: Select the apps to share with the agency.

To see your agency users:

  1. Navigate to your Account Settings.
  2. Select the Users tab.
  3. Select Agency next to the search bar.

Add a new agency

You can add the agencies that you work with, and that are registered with Adjust. To add an agency from the Users tab, select + New agency and follow these steps:

  1. Agency selection: Choose the agency to add. You can search for agencies using the search bar.
  2. App permissions: Define the agency's permission role and feature permissions. The available feature permissions are Ad spend data and In-app revenue data. The available permission roles are:
    • Editor. Gives the agency editor access to all your apps. Agencies can edit and delete links and events, and modify any other app settings.
    • Reader. Gives the agency reader access to all your apps.
    • Custom. Select which apps the agency can access and their permission level. The available options are Editor, Reader, Custom, and No access.
      • If you selected the Custom role for the agency and the Custom permission level for at least one app, set links and partners for every app.
  3. Review: Review your settings, and in case you need to, edit your information.
  4. Select Add agency.

1. Select the agency

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Account history

From the account history chronological list, you can view the source of the change. The source can be Internal or Agency. Select one of them to separate the results, or select All to view them all together.

Tip:
To learn more about account history, see our Account history article.

View agency reports

Agencies can create new reports for internal or external purposes. By default, new reports are private and only accesible to the agency, but they can also share reports with you by setting them public. Sharing reports gives you more control over reporting on your account, as you can clearly separate them between your team and the agency.

To view an agency report:

  1. Select Datascape.
  2. Select Reports > All reports.
  3. Use the Agency source filter next to the scroll bar.

View agency connections

Agencies can make new connections in DataWorks for additional reporting services. You can sort agency and internal connections on the Status column.

Tip:
To learn more about connections, see our DataWorks article.

To view your connections and their status:

  1. Select DataWorks.
  2. Select Connections. A list with all the created connections in your account appears.
  3. Select the partner from the Overview table by selecting its name.
  4. Sort () the Source column to separate accounts that are internal or an agency.