The following is a step-by-step guide to granting portal access and permissions to share Branch's data on the Remerge campaigns. In case of any questions, please reach out to your Remerge Account Manager.
1. Locate your App
- Log in to your Branch account.
- Select your app.
- Go to the left-hand corner of the dashboard and click on Account Settings.
2. Configure Remerge as an Agency
- Go to Account Settings > Agencies.
- Click on Add New Agency.
3. Grant Access & Permissions
- Go to the Agency Name field and select Remerge from the drop-down menu.
- Go to the Access Level field and select Custom from the drop-down menu.
- Define the Permissions by ticking the corresponding boxes.
- Define the Data Filters by ticking the corresponding boxes (we recommend not toggling the Restrict access to revenue data box).
- Upon completion, click on Invite.
Please note: Clicking the Invite button initiates an automated email sent to a Remerge admin with an email confirmation request. Confirmation of said email provides Remerge employees with visibility to shared data.