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.