Administer Your Account

Here is an explanation of how to manage various aspects of your account for Bionic for Agencies.

Learn in Bionic Academy: Administer Your Account - The Basics

Whether you are setting up Tasks for your organization, building Custom Fields, adding new Tracking URL patterns, or adding a new Integration, all of this can be managed and organized at in the Administration section of your account.

Here is a list of the pieces you can manage in your Administration section:

1. Manage Your User Settings
2. Manage Your User Profile
3. Manage Your Organization Profile
4. Manage Your Users
5. Manage Your Advertiser Users
6. Monitor Usage of Your Account
7. Manage Custom Cost Columns
8. Manage Custom Task Names
9. Manage Custom Money Columns
10. Manage Custom Fields
11. Manage Tracking URLs
12. Manage Integrations
13. Manage Order Terms

Manage Your User Settings

Update your password and email notifications in your user settings. In times of troubleshooting, you can also provide Bionic support access to your account to diagnose a problem.

Learn how to Manage Your User Settings.

Manage Your User Profile

Add a profile picture and update your contact information in your user profile settings.

Learn how to Manage Your User Profile.

Manage Your Organization Profile

Add a company logo to be included in any exported files and update your organization's information. Set defaulted Gross to Net Discounts and Order settings.

Learn how to Manage Your Organization Profile.

Manage Your Users

All of your organization's licensed users are listed here. Add, reactivate or deactivate users for your organization.

Learn how to Manage Your Users.

Manage Your Advertiser Users

Provide clients, internal finance teams or whoever necessary read only access to Bionic here. Once an advertiser user is added you can always revoke and re-open their access as you see fit.

Learn how to Manage Your Advertiser Users.

Monitor Usage of Your Account

Use the usage report to know how much time your users are spending on Bionic.

Learn how to Monitor Usage of Your Account.

Manage Custom Cost Columns

Setup your Costs which can then be used to set up itemized costs on the advertiser or campaign level. These costs will also be able to be customized on individual line items. 

Learn how to Manage Custom Cost Columns.

Manage Custom Task Names

Create Tasks that can be assigned on the Organization, Advertiser, Campaign or Line Item level.

Learn how to Manage Custom Task Names.

Manage Custom Money Columns

Create and setup Money Columns to give you the ability to automatically carry these custom money columns into campaigns. Money columns represent monetary values you need to track for each placement.

Learn how to Manage Custom Money Columns.

Manage Custom Fields

Create new custom fields to track additional data related to your placements, build your naming conventions and custom track URLs, and enable mapping to other platforms or reporting purposes.

Learn how to Manage Custom Fields.

Manage Tracking URLs

Create Tracking Patterns that fit your needs whether its for individual advertisers or for Google Analytics or any other platform.

Learn how to Manage Tracking URLs.

Manage Integrations

The first step in setting up an integration between Bionic and your data source starts here. 

Learn how to Manage Integrations.

Manage Order Terms

Bionic allows you to establish one or more sets of Order Terms that can be selected in the Orders you create. Here is where those Terms are set and managed.

Learn how to Manage Order Terms.