Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product Documentation
  3. User Management

Setting Up a User Account For Publishers Follow

Alice Jaeb
  • September 26, 2023 16:52
  • Updated

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. 

save image



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.

 

save image

 

8. Click Yes.

save image

 

9. This will connect the user account to a publisher.

save image

Articles in this section

  • Convertr SSO Guide
  • The Advertiser Report User
  • Creating a User
  • Setting Up a User Account for Advertisers
  • Setting up an Agency User
  • Setting Up a User Account For Publishers
  • Associating an Agency to an Advertiser
  • Importing Advertiser Lists
  • Setting Up an Agency
  • Setting Up a Publisher

Related articles

  • Uploading Leads: Publishers
  • The Publisher Tab - Overview
  • Assigning a Publisher to a Campaign - Fixed Costs and CPL
  • Setting up An Advertiser
  • Publisher Overdelivery: Overview
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Uploading Leads: Publishers
  • The Publisher Tab - Overview
  • Assigning a Publisher to a Campaign - Fixed Costs and CPL
  • Setting up An Advertiser
  • Publisher Overdelivery: Overview