Introduction
User creation on the platform is quick and easy. In order to get a user set up, you will need the following:
1. Their first and last name
2. Their email address
3. A valid mobile phone number with a country code (if using MFA)
Your ability to create a user will depend on your permission type and the type of user you would like to create.
Admin users can create: Publisher, Agency, Creative Manager, Advertiser, Advertiser Report User and Call Centre Operative level users.
Agency users can create: Publisher level users.
To learn more about different user types, click here.
Setup Process
1. Once you have logged onto the platform, select Users from the left hand column.
2. Click Add New User.
3. Tick the checkbox to enable these features, if applicable:
a. Restrict Revenue - This will remove any references to revenue from the new user's access
b. Multi Factor Authentication - This will require the user to have a valid mobile phone number, which requires a code when logging into the platform.
4. Enter the username, first name and last name of your user.
5. If you would like to enable SSO, use the 'Login provider' field to select the SSO available in your platform
5. If using a regular password, enter a password and confirm the password. We recommend using a password generator to ensure the password is secure. If using SSO, this option will disappear and is not required.
Enter the user's email address and telephone number.
Please Note: If using MFA, the telephone number must be valid and live in order to function correctly
6. Select the Type of user to create, and select whether to send an email to the user to notify them of the account creation. Once everything is set, click Save.
Send Email is a preselected option, this will send the new user an email to follow a login process. We recommend selecting this option when creating a user.
6. Check all details are correct and select Save.
