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Setting Up a User Account For Publishers 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 Publisher user 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 publishers set up on the platform.

- Click Grant Access next to the publisher 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 a publisher.

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Related articles

  • Bulk Lead Editing - Publisher User
  • Publisher FAQs
  • Sending leads to the Convertr Platform (Publisher API) - V3.0
  • Value Based Routing
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