Channel Mapping Settings (For Administrators & Internal Team Members)

1\ overview administrators manage channel mapping settings to ensure that data sources are correctly categorized and operators have the appropriate permissions to modify mappings this guide explains how to ✅ enable channel mapping for users ✅ configure default and custom mappings ✅ manage operator access and permissions 2\ enabling channel mapping for operators by default, channel mapping is restricted to prevent unauthorized changes steps to enable channel mapping for operators login as an administrator navigate to settings > user permissions locate channel mapping in the permissions list toggle enable for the desired users or roles click “save changes” and instruct the user to log in again 3\ managing channel mappings a assigning default mappings go to settings > channel mapping review pre configured mappings for accuracy click edit to update any incorrect mappings click save all to apply changes b creating custom mappings click “add new mapping” select a source channel (e g , “facebook ads”) assign the appropriate storagely destination channel click save to finalize the mapping c reviewing mismatched sources any unmapped channels will be listed in the “unmatched sources” section admins must manually assign these sources before reports update correctly 4\ restricting or revoking access to channel mapping to prevent unauthorized edits, admins can restrict access as follows navigate to settings > user permissions find the user role associated with the operator disable channel mapping access for that user save changes and notify affected users 5\ best practices for admins ✅ review mappings quarterly to ensure accuracy ✅ limit access to channel mapping settings to prevent errors ✅ ensure source channels are consistently labeled to avoid duplicate entries 6\ administrator faqs q1 how can i check if an operator has access to channel mapping? a go to settings > user permissions , locate the user, and check if channel mapping is enabled q2 can i reset channel mapping settings to default? a yes, by contacting storagely support or manually reassigning mappings q3 what happens if a source channel is mapped incorrectly? a the misattributed data may cause reporting discrepancies correct it by editing the mapping and saving changes as always, if you have any questions during this process, our customer success team is here to help the best way to reach us is by submitting a support ticket submit a ticket https //d1s7s share hsforms com/297gkkisitsmdgskuyt9s2g