What’s the Right Role for You?

We’ve been getting a lot of questions about iTunes Connect sub-user roles lately and figured it’d be helpful to map them out so you can choose the role that’s best for you.

What are roles?

Each iTunes Connect sub-user is assigned a role to control what that sub-user can access.  Basically, these are permissions settings that control which reports will be available to that sub-user.

Comparison of available reports:

Role Daily Weekly iAds Financial Payments
Sales Yes Yes Yes No No
Finance Yes Yes Yes Yes Yes

 

Er… what to choose, what to choose….

We recommend choosing the Finance role because it will provide more accurate data and will make financial reports available.  If you’re anxious about having an account that makes banking data available, though, you can choose the Sales role–even though we’d never abuse your trust!

Here’s the difference in the accuracy of the two roles: the Sales role reports base your revenue on downloads, so it’s telling you how much money you will probably make.  The Financial role reports base your revenue on payments, so it’s telling you exactly how much you’ve made.  It also tells you other useful financial information like the exact exchange rate used at the time of payment, giving you dead-on numbers for the money that you’ve made.

OK, gotcha–so how do I assign a role?

  1. Log in to your iTC account.
  2. In the lower-left of the welcome screen, click on the “Manage Users” icon.
  3. Choose “iTunes Connect User” on the left.
  4. Click on the “edit profile” button to the right of the sub-user account you’ve created for appFigures.
  5. Click on the “Roles” tab in the top middle of the screen.
  6. Check off either the Sales or Finance option in the column headers, and you’re all set!

If you’ve set up a new user don’t forget to head into your Account > External accounts and simply update your already linked iTunes Connect account with the new user/password.

As always, we’re here to help. So if you have any questions about iTunes Connect roles, linking an iTunes Connect account, or life in general, just contact us.