Overview
A Publisher is whoever / the method by which leads get into the platform. When speaking of Publishers there are two areas of consideration:
- The Publisher Entity
- The name of the Company / Organisation or input method
- The Publisher User
- The individual user login to the platform as a Publisher user type
For instructions on how to create a publisher-level user, see Setting Up a User Account for Publishers.
Setup Process
1. Go to the Publisher tab in the left hand column and click Add New Publisher.
2. Fill in the details for your publisher and click Save. The required fields are marked with a red asterisk.
Please note: that the Account Email must be unique to this publisher on the platform - you should input the email address of the Accounts department for that publisher here.
3. Click Save.
4. Your publisher will then be searchable in the publisher tab. You can click View next to your publisher to view their details.
5. If you wish to edit your publisher details, you can do so by clicking Publisher Details, editing the details here and clicking Save.