Establish Advertiser Client Team

Here's how to Establish Advertiser Client Team in Bionic for Agencies.

Establishing an Advertiser Client Team allows Bionic for Advertisers users to access Advertiser data.  This is a separate platform that provides your clients view-only access to campaigns (media plan, flowcharts, allocations, and performance) and the approval control of budgets.

When adding a member (user) to the Client Team, Bionic will grant that user access to the Bionic for Advertisers platform.

In this article, we'll cover:

1. View Client Team
2. Filter Your View
3. Add Client Team Member
4. Re-send Invitation
5. Revoke Access
6. Re-open Access

View Client Team

The Client Team view provides general information about current and prior client team (Bionic for Advertisers) members. 

Here's how to get to the Client Team view:

1. In an Advertiser, go to the Settings Tab.
2. Click on Client Team section.

Here is an explanation of the Columns presented in the Client Team View:

Name - Full name of the member (Includes photo when available).

• Member Status - This reflects the status of the user account (not reflective of access to this Advertiser). A Member will have one of the following three statuses:
  •   Active - Member has an active Bionic for Advertisers account.
  •     Inactive - Member's Bionic for Advertisers account is deactivated (login disabled).
  •    Pending - Waiting for user to activate their Bionic for Advertisers account.
• Access ID - Unique ID reflecting this Advertiser's access permission.
• Access - Reflects the user access to this Advertiser. A Member will have one of the following two statuses:
  • Open - Member has access to the Advertiser.
  • Revoked - Member does not have access to the Advertiser.

• Title - Company Title for the user.
• Company - The name of the Organization the member is set up under.
• Email - The Email address for the user.
• Phone - The Phone number for the user.
• Last Login - The Date/Time the member last logged in.
• Created - The Date/Time the member was created.

Filter Your View

You are able to filter down your Client Team list in a variety of ways:

1. Search by Name
2. Filter by Status

Search by Name

Here's how to filter using the search box:

1. In the search box, enter the full or partial name of a user.

The view will automatically filter as you type.

Filter by Status

Here's how to filter using the All Access filter:

1. Click on the All Access filter.
2. Select filter using the checkbox.
3. Press Apply.

Add Client Team Member

Here's how to add a new client team member:

1. Go to the Client Team section of the Settings Tab of an Advertiser.
2. Click Add Member.
3. Enter the email address of the user you want to add.
4. Press Add Member.
5. Enter Member Details. (Note: Bionic will attempt to identify user's organization based on email domain, if found, it will automatically fill in the Company Name field for you.)
6. Press Add Member.

Re-send Invitation

Here's how to re-send Bionic for Agencies invitation to a member:

1. Select the checkbox next to the name of the user(s) you want to re-send invitation.
2. Press Re-send Invitation.

Revoke Access

If you no longer want a member to access an Advertiser, here's how to revoke access:

1. Select the checkbox next to the name of the user(s) you want to revoke access.
2. Press Revoke.

Re-open Access

If you want to reinstate a member who access has been revoked for this Advertiser, here's how:

1. Select the checkbox next to the name of the user(s) you want to re-open access for.
2. Press Re-open.

Next Steps:

• Share Campaigns With the Client Team
• Secure Advertiser Access