User Management & Workflow


It doesn’t matter if you manage an enterprise sized website or not, making sure the tag management system you choose can provide you with a reliable & secure workflow process to ensure only rules that have been approved and verified ever reach your production web site is not only critical to the success of your digital measurement system, but also to the success of your tenure at the company.

A reliable workflow and user management process doesn’t need to be an overly cumbersome set of restrictions, but it does need to be well thought out and integrated to be truly effective.

User Management: Understanding the User Groups

Before we walk through how to add a user within Satellite, you need to know and understand the different default user groups that are available to you.

user-roles

user-role-user

A Standard User within Satellite can create & edit any of the rules for the web property they have been granted access to.  They are also able to use Rover to test and submit tracking requests.  If you are not familiar with what Rover is, you can read more about it in this post, Meet Rover.

user-role-approver

An Approver has all the permissions of the Satellite TMS Standard User, and they are also able to review, reject, or approve rules.

user-role-publisher

A Publisher has all the permissions of the Satellite TMS Standard User, and they are able to review and publish any approved rules to production.

user-role-publisher-approver

The Publisher + Approver role has all of the permissions of the Satellite TMS Standard User and is able to both approve & then publish rules to production.

user-role-admin

The Administrator role has all the permissions of all the other roles and is also able to manage the other users of the account including creating, setting permission levels and user removals as well.   Admins can also create, edit, and delete the web properties in the Satellite account.

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User Management: Adding a User

To create new users within Satellite, you’ll need the help of your account admin at your company or the helpful folks on the Satellite team.  If you are the administrator of your account the steps are quite simple.

From the main dashboard of your account, select the “Users” button.

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Next select the “Invite User” button.

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Next provide the email of the person you are adding to your account and select their access and permissions level.

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Note:  If you have more than one web property within Satellite, you can give individuals different levels of access for each specific web property.

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Once you have set the required access levels, just select the “Invite User” button and the user will receive an email with the instructions for activating their account.

Workflow Management: An Overview

The workflow management features built into Satellite were not added an as afterthought.   There was a lot of planning and effort put into this to make sure the process would be robust enough to prevent code from being active on the production site without it first being approved  & published.  One of the keys to this workflow is how Satellite manages the state or the version of the rules as they move through the workflow process.

When a rule is approved, Satellite TMS makes sure only the approved version of the rule can be pushed to production.  If you create or edit a rule, Satellite marks that rule for approval.  Once approved, that state is saved so that if rule A is approved on a Monday and code won’t be published until Friday it doesn’t matter if someone else makes additional edits to rule A.  Unless the edits are reviewed again and re-approved, only the version of the rule that was approved on Monday will be pushed to production.   This process of state management is the most robust method of workflow management; it will not only allow you to move rules quickly through the process, but also allow you to make sure that no rules that have not been reviewed and validated will ever reach production.

Note:  It is critical this workflow process is not skipped.  Even though one of the main reasons companies go with a TMS solution is to remove the dependance of IT from their release cycles, one step that should never be removed is is the QA & validation step.

If you would like to hear more about Satellite TMS or would like to schedule a demo to see for yourself why Satellite is the right solution for your company, you can reach me at rudi@searchdiscovery.com.


About Search Discovery

Search Discovery is a digital intelligence company that empowers organizations to make better, dynamic and transformative business decisions. We're focused on delivering results for our clients through digital analytics, SEO, digital media, and technology.


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