Adding Users to Your Account

Instructions

Organization owners (also known as master users) and administrators can add additional users to help manage their accounts.

 Note

Currently, you cannot create new master users in the Publisher Dashboard. If you need to create a new master user, contact Customer Support for assistance.

To add a new user:

  1. Go to Account in the navigation header and click Account Details.
  2. Navigate to the Users tab.
  3. Click the three-dot menu above the table and select Add user.
  4. This opens the Invite User tool. Select the role you want to assign to your new user. As indicated in the dashboard, each role has different permission levels. These are your options:
    • Admin
    • User: If you select User, you are prompted to choose the marketing channels they can access. You can also manage channel access after the user has been created.
  5. Enter the new user’s first name, last name, and email address.
  6. Click Create Invite Link.

The message that appears contains the unique invite link that you can copy and send to the intended new user.

Invite Link

The new user must paste the link in their browser and follow the instructions to be added to the account. Until they do so, they will be listed in the Invitations Pending section of the Users tab. From there, you can click the three-dot menu to manage user invitations:

  • Select View invitation to access the unique invite link.
  • Select Delete invitation to disable the unique invite link.

Contact Customer Support for help with this process.

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