The following is a step-by-step guide to granting portal access and permissions to Remerge to execute campaign-supporting tasks. 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.