Which permission is missing?
A user cannot see a tab, card, report type, column, filter, date range or targeting option — the table and row on their role to set, for every item in the console.
Troubleshooting admin Admin → Users & access → User roles & permissions
A missing tab, card, report or drop-down option is almost always the role, not a bug: a permission at None or Disabled removes the item entirely rather than greying it out, and so does a cell that was never set (it shows a dash). Find the row in Admin → Users & Access → User Roles & Permissions, on the user’s role tab, under the table named below — the sticky search box finds a row by its name. Rows marked admin-only are set on Admin roles & permissions instead.
The 60-second check
- Is the row off on the user’s role? On the user’s role tab, search the row the tables below name. None, Disabled or a dash removes the item. (A tab or card is missing)
- Does the item take more than one row? Several do: the Traffic Quality tab needs two rows, a placement or creative breakdown needs every shallower row above it, a targeting type needs the card’s own row as well. Read the whole table row, not its first half. (An analytics report type, column, filter or date range is missing)
- Is the row missing from the role tab? Then it is admin-only: open the same role on Admin roles & permissions. (After changing a role)
- Does the role see the entity at all? With Campaigns or Inventory on Shared, the user sees only the advertisers and sites they created or that were shared with them. (A role that only sees its own or shared advertisers and sites)
- Has the user signed in again since the change? A signed-in user can keep the old permissions for a while. (After changing a role)
Causes at a glance
| Symptom detail | Cause | Check | Fix |
|---|---|---|---|
| The tab, card or option is gone, not greyed out | Its row is None, Disabled or never set (a dash) | The user’s role tab, search box | Set the row the tables below name |
| The row is not on the role tab at all | An admin-only permission | Admin roles & permissions, same role | Set it there |
| The row is on, the item is still missing | The item needs a second row | The item’s line in the tables below | Grant every row it names |
| A zone, placement, campaign or creative breakdown is missing | A shallower row above it is off | Analytic Reports Group/Filter By | Grant the rows above it too |
| The tab opens but lists only some advertisers or sites | Campaigns or Inventory is on Shared | The role’s Campaigns and Inventory rows | All, or share the entity with the user |
| Notes tab missing with its row ticked | The user has no note yet | The Notes for the user panel on the user’s edit page | Leave the user a note |
| AI assistant tab missing with its row on | The assistant is off for the network | Ask Epom support or your account manager | They switch it on |
| Saved, but the user still does not see it | The signed-in session still holds the old permissions | Ask the user to sign out and in | Sign in again; then escalate |
A tab or card is missing
| What is missing | Table → row to set |
|---|---|
| Advertisers tab | Tabs Management → Advertisers Tab Visible, and Campaigns view set to Shared or All |
| Publishers tab | Tabs Management → Publishers Tab Visible, and Inventory view set to Shared or All |
| Analytics tab | Analytic Reports’ Type → Analytics Report Type General, plus view on Campaigns or Inventory |
| Notes tab | Tabs Management → Notes Tab Visible — off on every role until ticked; even with it, the tab appears only once the user has at least one note |
| Limits card | Demand: Campaign Capping & Limitations → Manage Capping & Limitations. Supply: Inventory Capping & Limitations → Manage Site and Placement Limits. Each cap (daily budget, total impressions…) is its own row there |
| Pinned action rows on the Limits card (the actions your network pinned, such as Viewable impressions) | Demand: Campaign Capping & Limitations → Pinned Action Limits. Supply: Inventory Capping & Limitations → Inventory Pinned Action Limits. Off on every role until set; Read-only shows the rows without letting them change. Independent of the per-action permissions below: a role with only this one sees the pinned rows and no per-action limits card |
| Per conversion action limits card | Demand: Campaign Capping & Limitations → Campaign Per Action Limit. Supply: Inventory Capping & Limitations → Inventory Per Action Limit. It does not show the pinned rows on the Limits card; those take the permission above |
| Traffic Quality tab | Tabs Management → Traffic Quality Tab Visible and Traffic Quality → Traffic Quality Reports |
| RTB tab | RTB Management → any of DSP Partners, DSP Partners Analytics, DSP Creative Scan |
| Header Bidding tab | Tabs Management → Header Bidding Tab Visible, and Inventory view |
| Media Library tab | Campaigns Management → Media Library, and Campaigns view |
| Users tab (account area) | Network specific features → User Management UI |
| Pending Sites / Pending Banners tabs | Network specific features → Sites Approval / Banners Approval — admin-only rows, set on Admin roles & permissions |
| Billing tab | Billing Management → Billing Tab — admin-only group, set on Admin roles & permissions; read-only shows the figures without the payment and recalculate controls |
| Shares tab | Share on Campaigns or Inventory set to Shared or All |
| API key field in Preferences | Network specific features → API Key Access (Read-only shows it, Enabled also lets the user generate one) |
| AI assistant tab | Network specific features → AI Assistant Chat (and the assistant switched on for the network) |
| Preferences tab | Tabs Management → Preferences Tab Visible |
An analytics report type, column, filter or date range is missing (Advanced analytics, logs)
Every report type, column, group-by/filter and date-range preset is its own permission, so two users of the same network can see different report forms.
| What is missing | Table → row to set |
|---|---|
| Advanced report type | Analytic Reports’ Type → Advanced Analytics |
| Impressions / Clicks / Conversions log reports | Analytic Reports’ Type → Analytics Report Type Impressions Log (Clicks Log, Conversions Log) |
| A group-by or filter in reports (browser, OS, referer, top domain, risk level, device…) | Analytic Reports Group/Filter By → the row named after it |
| Zone, placement, campaign or creative in reports | Analytic Reports Group/Filter By → that row and every row above it: placement needs Site and Zone too, creative needs Advertiser and Campaign. Grant only the shallower rows to give site-level or campaign-level figures without the detail underneath |
| A column in reports (Requests, Gross, Net, Profit, Risk Score…) | Analytic Reports Columns → the row named after it |
| A date range preset (Last 3 months, Custom range…) | Analytic Reports Time Range → that range |
A targeting option is missing (DMP targeting, Traffic Risk Score, Browser…)
| What is missing | Table → row to set |
|---|---|
| A targeting type in Add targeting on an advertiser, campaign or banner (DMP, Traffic Risk Score, Browser, Connection Type…) | Targeting → the row of that type, and Manage Demand Targeting for the card itself |
| The same on a site, zone or placement | Pre-Targeting → the row of that type, and Manage Supply Pre-targeting |
| DMP segments missing from the DMP rule, or uploading an audience refused | DMP → First-Party DMP (one row per DMP provider) |
| DMP Settings / DMP Audiences admin pages | Admin UI checkbox DMP settings (admin roles only) |
A role that only sees its own or shared advertisers and sites
Set the role’s Campaigns and Inventory rows to Shared rather than All: its users then see exactly the advertisers and sites they created (creating makes you the owner) or that were shared with them. Hide what the role should not use — Advanced Analytics, a targeting type such as Traffic Risk Score — by setting those rows to Disabled. See Sharing & permission model.
After changing a role
After saving, the change can take a while to reach a signed-in user; have them sign in again before deciding it did not work. If it still has not applied after that, ask Epom support or your account manager.
If the row you need is not on the user’s role tab at all, it is one of the admin-only permissions — open the same role on Admin roles & permissions; see the reference for the full list.
When you escalate
If the row is set, the person has signed in again and the item still does not appear, write to Epom support or your account manager (Contact Epom support) with:
| Send | Where to find it |
|---|---|
| The person’s login name and role | Their edit page in the admin area |
| What does not appear, and the page it should be on — its address or a screenshot | The person who reported it |
| The rows you set, their values and when you saved them | The role matrix |
| Whether someone else on the same role sees it | Another login on that role |
| Whether the person signed in again after the change | The person who reported it |
