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.

Screen Shot 2013-02-20 at 2.44.06 PM

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.

Screen Shot 2013-02-20 at 10.41.16 AM

Next select the “Invite User” but­ton.

Screen Shot 2013-02-20 at 10.44.31 AM

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

Screen Shot 2013-02-20 at 10.30.19 AM

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

Screen Shot 2013-02-20 at 10.30.34 AM

Screen Shot 2013-02-20 at 10.30.52 AM

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.