HomeAdmin Setup Guide

Admin Setup Guide

Additional Administration settings and configuration information can be found in the For Admins page.

Refer to Getting Started guide for End Users for more about how Advvy can be be used by new team members.

1. Admin Fundamentals

Microsoft Power Platform & Advvy, Tenancy, Licensing & Hierarchy

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2. Setting up your Hierarchy

Business Units - Enterprise, Agency & Branch levels

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3. Setting up your Master Data

Network Data, Media Data, Partner Data, Buying Data, Clients, Products etc; Importing using templates

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4. Setting up a Workflow Structure

Workflow Stages, Tasks, Roles and Reporting Pillars

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5. Set up New Users

User Profiles & Security considerations

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6. Client Team Management

Ensuring Users can view the correct campaigns or restrict users from certain clients

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7. Set up Excel Add-in for Media Plan

For use only with Advvy-configured Excel Media Plans

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