Overview

The UI and API provide a number of features that allow building a comprehensive self-service offering for customers.

Self-Service Features

Multi-Account Support

Multi-account functionality allows a single UI instance to support multiple business entities while keeping their data separate. Individual accounts can be created for each customer, giving them access to the bidder within their own environment. Access to all accounts can be granted to specific users. To activate this feature, contact your account representative.

For more details on creating and managing multi-accounts, see Account Groups.

Account Access & Custom User Roles

Users can access their accounts via either the API or the UI. Custom role permissions allow the creation of tailored access for each customer. This provides full control over which objects users can read, create, edit, and delete within their accounts. Additionally, report access, along with the fields and field names within reports, can be customized based on user roles.

For more information on creating custom roles, see Roles.

Vendor Fees

To apply a default vendor fee for all accounts under a UI instance, contact your account representative to enable the bid reduction setting. This setting will not be visible in the UI. Visibility into vendor fees can be restricted by modifying the role permissions for users.

For more information on vendor fees, see Vendors.

White Labeling UI and Domain

Extensive white labeling capabilities enable the customization of both the UI appearance and its domain.

For more information on how to white label the UI and modify the UI domain, see White Labeling for FreeWheel DSP.

Sharing Segments

By default, segments are only available within the account where they are created. However, segments can be shared between accounts within the same UI instance by the bidder owner.

For more information on sharing segments, see Segment Categories and Segment Category Sharing.

Support & Documentation

All self-service users have access to the API and support documentation. Any additional training or support will need to be provided by the FreeWheel customer.