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Setting up an Agency User Follow

Setup Process

1. Once you have logged onto the platform, select Users from the left hand menu.

 

2. Click the Add New User button.


3. Enter the username, first name and last name of your user.

 

4. Enter a password and confirm the password. We recommend using a password generator to ensure the password is secure.

Enter the user's email address and telephone number.

 

5. Select the Advertiser type. Keep the Send Mail option as Send Email rather than Active, so that an activation email is sent to the user. 

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6. Check all details are correct and select Save.

 

 

7. On the next page, you can assign this user to one of the agencies set up on the platform.

- Click Grant Access next to the agency you want the user to be able to see.

 

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8. Click Yes.

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9. This will connect the user account to an agency.

 

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Related articles

  • User Types
  • Setting Up an Agency
  • Release Notes - June 2024
  • Setting Up a User Account For Publishers
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