User Management

User Management enables you to assign roles to your team members. These roles define what your team members are authorized to do on your account.

In this article, you can find answers to the following questions:

You can navigate to User and Group Management through the submenu located under your user name in the top right corner.

The Users page showcases users and their statuses, indicating their accessibility to your account.

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If the Group Management feature is not enabled for your account, you will not see group-related information or filtering on the User Management page.

User Statuses

You can see the status of the users on the left of the Users page.

Active: Users completed their registration
Locked: Users entered the wrong password several times and got blocked
Unregistered: Users who received the Invite mail but did not complete the registration
Expired: Users whose access period expired

You cannot assign the administrator role to a user with temporary access. In addition, you can give temporary access to a user for up to 30 days.

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Temporary access will expire according to your timezone. For example, if access is given to a user up to February 18th, it will expire on February 18th at 23:59. When their access expires, users will receive an email.

User Roles

You can assign six different roles to a user to define their authorization on your account.

Administrator: This role is authorized to access products, view, create, edit, and launch campaigns, update campaign status, add/remove users from the dashboard, change user roles, and change the system rules. They can also access the User Profiles and export data.
Editor: This role is authorized to access products, view, create, edit, and launch campaigns, update campaign status, and change the system rules.
Collaborator: This role is authorized to access products, view campaigns, create only Test campaigns, edit only Passive, Draft, and Test campaigns, and stop or pause Active campaigns.
Viewer: This role is authorized to access products, view campaigns, and change the system rules.
Outsourcer: This role is authorized to change system rules only.
Campaign Status Updater: This role is authorized to change campaign status only.

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Administrators have full access to User Profiles, including viewing and exporting data. Besides Administrators, users with PII access can view User Profiles, but only those with Editor or Collaborator roles can export data.
This means you can allow a user to view PII information without the ability to export it by assigning them a role that includes PII access but does not include Editor or Collaborator permissions. For example, this setup is ideal for scenarios where a user needs to cross-check PII data but should not be able to download or export it, helping maintain confidentiality.

Access Level

You can view users based on the Access Level to which they are assigned.

Account: Users with account administrator roles are listed.
Group: Users who are included in group(s) are listed.
Unassigned: Users who are not included in a group are listed.

User Operations

Click the Edit button against their name to edit a user’s name and surname, change their user role, set limited products, limit their panel access period, enable/disable access for user profiles, add them to a user group, and assign them as a group administrator.

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You cannot assign the administrator role to a user with temporary access. In addition, you can give temporary access to a user for up to 30 days.

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Temporary access will expire according to the partners' timezone. For example, if access is given to a user up to February 18th, it will expire on February 18th at 23:59. When their access expires, users will receive an email.

After you change the necessary fields, click the Save button.

You can resend the invitation to a user when you click the Resend button.

Click the Delete option under the three-dots menu to delete a user from your account.

Reset Two-factor Authentication (2FA)

If you have enabled Two-Factor Authentication (2FA), you can reset your users' 2FA under the three-dots menu.

For example, users might change their mobile phone on which they have the Authentication app, delete the Authentication app, or they might not access their backup codes. However, you should consider that not having a 2FA makes you invulnerable to cyber-attacks; therefore, ensure that the user's password is safe before you reset it. You will also receive a confirmation message to proceed. Click the Reset button.

Export Users

Click the Export button to export the users who have access to your account.

Once you click the Export button, the user information list is downloaded automatically, and it looks as follows: