⚠️ Limited Release:
This article describes a new version of Targets available to selected clients. Other accounts will continue to use the existing Targets setup.
Understanding Target Creation Levels, Views, and Access
Targets can be created at all levels in the application, Parent, Subsidiary, and Plan. All targets created at the Subsidiary level and plan level will be visible at the Parent level. Targets created at the Parent level are not always visible at the lower levels.
Parent Level Targets
Views
If the hierarchy includes Organization: this target will be visible at the Parent and Subsidiary Level.
At the subsidiary level you will only see the portion of the hierarchy for the Subsidiary you are in
If the hierarchy includes Plan, it will be viewable at the Plan level as well but only the portion of the hierarchy for that specific plan.
If the hierarchy does not include Organization: this target will be visible at the Parent Level only.
Access
If the hierarchy includes protected tags, users will see the data they have access to from that level onwards.
If the hierarchy does not include protected tags, only full access users will be able to access the target.
Subsidiary Level Targets
Views
If the hierarchy is created at the Subsidiary level, it will be viewable at the Subsidiary level and at the Parent Level.
If the hierarchy includes Plan, it will be viewable at the Plan level as well
Access
If the hierarchy includes protected tags, users will see the data they have access to from that level onwards.
If the hierarchy does not include protected tags, only full access users will be able to access the target.
Plan Targets
Views
If a target hierarchy includes Plan or if a target is created at the plan level, that target will be visible at the Parent Level (showing all plans), the Subsidiary Level (showing only plans relevant to that subsidiary) and the Plan Level (showing only the relevant plan).
Access
If a user has protected tags on their account, media plans must be tagged with 1 x value from the protected tag in the Plan Setup. This way, all users will be able to view and work with targets on the media plans they have access to.
⚠️ If a media plan is tagged with multiple values from a protected tag, the protected tag would need to be included in this target hierarchy for this to work.
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