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Client Access and Self-Service

Overview

Lucit is designed to support a range of client engagement models — from fully self-service advertisers who manage their own campaigns independently, to rep-assisted workflows where the operator's sales team handles most of the day-to-day management. The right model depends on the client's comfort level and the operator's sales process.

How Clients Typically Use Lucit

Self-Service Clients

Self-service clients manage their own campaigns directly in the Lucit platform. This model works best for clients who:

  • Already manage other digital advertising platforms (social media, display, CTV)
  • Are comfortable with app-based tools
  • Want real-time control over their creative and scheduling

For these clients, Lucit feels familiar — operators often describe it as: "Control this billboard just like Instagram."

Rep-Assisted Clients

In a rep-assisted model, the operator's account executive or sales rep takes a more active role:

  • The rep sets up the account, campaign, and initial creatives on behalf of the client
  • The client may have view-only or limited access to check analytics
  • The rep handles updates, new creatives, and scheduling changes

Mixed Model

Most operators use a mix. A rep introduces the platform and handles onboarding, then hands control over to clients who show interest and capability. Some clients stay fully in the rep-managed model throughout the relationship.

What Clients Can Do Independently

With appropriate role permissions, advertisers can:

  • Upload and post creatives — via the Post Ad workflow (Complete Creative or Dynamic Template)
  • Activate and deactivate ads — toggle individual creatives on or off in their campaigns
  • Schedule ads — set start/stop dates, day-of-week, and time-of-day restrictions
  • View analytics — access real-time plays and impressions data for their campaigns
  • Manage their account — update settings, manage users, and connect data sources (depending on role)

Access Control by Role

Lucit provides 13 account-level roles and 10 agency/operator-level roles to precisely control what each person can see and do. Common client-facing roles include:

Role What the Client Can Do
account_admin Full access: manage campaigns, billing, settings, and users
account_user View and edit campaigns, upload creatives, change settings
account_poster Post ads and edit their own posts; cannot edit others' posts
account_poster_limited Post using templates only; cannot perform other actions
user_view_only View creatives, campaigns, and analytics only — no editing

Operators can assign these roles when inviting a client to their account, and can change them at any time. See the User Roles Reference for the complete list.

Guardrails That Protect Campaign Integrity

Approval Workflows

Operators can require that all client-posted creatives go through an approval process before they go live on screens. This is the primary guardrail against inappropriate or erroneous content. See Approval Workflows for details.

Role-Based Permissions

By assigning a limited role (e.g., account_poster_limited or user_view_only), operators can prevent clients from accessing settings, billing, or campaign-level changes that could disrupt performance.

Real-Time Visibility

Clients and operators have real-time visibility into which creatives are running and when. If a client makes an error — such as setting an incorrect date rule that prevents their creative from running — they can see immediately that their ad is in not running and take action. Common causes are visible at a glance:

  • Date or time limitation set incorrectly
  • Data trigger not matching current conditions
  • Creative deactivated accidentally

This real-time feedback loop significantly reduces the impact of client errors because they are immediately visible.

LucitXR Proofing

Before a creative is approved to run, LucitXR allows operators and clients to preview exactly how the ad will look on the physical billboard. This helps catch creative issues (wrong text, poor contrast, wrong sizing) before they are displayed publicly. See LucitXR Preview and Proofing.

Template Guardrails

Clients using Dynamic Templates rather than uploading static images are constrained to fill in only the fields provided by the template (text, images, etc.). This prevents them from making layout or design changes that could break the creative's appearance.

Operator Visibility Into Client Activity

Operators always maintain oversight of what clients are doing:

  • View all creatives across all accounts from the operator dashboard
  • Use the approval workflow to review any creative before it goes live
  • Receive notifications when new creatives are posted or data feeds are updated
  • Pull or deactivate any creative at any time from the operator interface