The following is a step-by-step guide to granting portal access and permissions to Remerge to share Singular's data on the Remerge campaigns via External Report Sharing or Singular Dashboard. In case of any questions, please reach out to your Remerge Account Manager.
External Report Sharing
Selecting this method enables you to create your report, generate a shareable link to the report, and share it with others, including those without a Singular account. To generate a shareable link, run your report first, after which follow the below steps:
- Log in to your Singular account.
- Create your report.
- Go to the top right-hand corner of the page and select Create Link from the toolbar.
- You may enter a password in the Protect with password (optional) box to make your link password-protected.
- Select the link expiration timeframe. Please note: The link expires after 7 days by default. You may, however, modify the number of days by entering your preferred timeframe in the Link expiration box.
- Toggle ON Allow changing date range to enable the link recipients to view data regarding different dates.
- Click on Generate link > Copy Link, and share your newly created link with your recipients.
For further information on external report sharing, visit Singular's Sharing a Report Externally page.
Dashboard Visibility
In this section of our support page, we take you through the process of adding a Remerge Restricted user, which you may achieve by following the below steps. For further information on the restricted user role and its permissions, visit Singular's Team Management page.
1. Add your Remerge User
- Log in to your Singular account.
- Go to the left-hand corner of the dashboard and click on SETTINGS > Team Management.
- Go to the top right-hand corner of the page and click on the Create New User button, which opens the New User wizard.
2. Assign a Role
Role Selection
- Go to Invite New User and click on Restricted and Next, which takes you to the User Details step.
User Details
- Enter the support@remerge.io email address, first name, last name, and description in their respective fields (the last three are optional).
- Click on the Next button to define Remerge's Permissions.
3. Configure Visibility & User Permissions
App Selection
- Go to the top right-hand corner of the page and add the apps Remerge should have restricted visibility to, or click on the Select All button.
- Click on the Next button at the bottom of the page.
Source Selection
- Enter Remerge as your media source. Doing so provides Remerge with restricted visibility to data. Alternatively, click on the Select All button.
- Click on the Next button at the bottom of the page.
Metrics Selection
- Add the metrics to which Remerge should have restricted visibility. Alternatively, click on the Select All button.
- Click on the Next button at the bottom of the page.
Screen Selection
- Select the pages Remerge should have restricted visibility to or click on the Select All button.
- Click on the Next button at the bottom of the page.
Review
- Review your setup and click on the Create User button. Your newly created user is added to the pending users' list and should select a password upon receiving an email from Singular.
