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Creating users

Create users for each individual who needs to log in to OpenX to perform tasks on behalf of their accounts. When you add a user for an account, the selected account represents their primary account. Users can perform tasks for their primary account and any subaccounts based on the roleA grouping of user permissions, which, when assigned to a user, defines the tasks that they can perform on behalf of their accounts. you assign them to. Either create users for an account when you initially create the account or as a separate procedure at a later time.

To add a user:

  1. Hover over Admin and click Accounts.

  2. Open the view account screen for the primary account for which you want to create the user and click the Users tab.

  3. Click Create User.

    This opens the Create User screen where you must specify required attributes for the new user.

    Creating a user

    OpenX Ad ServerA complete digital advertising platform where publishers sell, manage, and deliver their advertising inventory across all digital formats. automatically populates the Primary Account setting with the selected account.

    Note: After you create and save the user, you cannot change this setting.

  4. Specify the following required details for the new user:

    • First Name. Type in the given name for the new user.

    • Last Name. Type in the family name for the new user.

    • User RoleA grouping of user capabilities that describe the tasks a user can perform in OpenX.. Select a role to assign the user to, which helps determine the tasks they can perform when they log in to OpenX.

    • Email. Type in the email address that the user will enter to log in to OpenX Ad Server. This must be unique within the instance of OpenX Ad Server, and must use lower-case letters only.

      After you create the user, OpenX automatically sends an email to the address with a link to OpenX Ad Server and a temporary password. After the user logs in to OpenX the first time, they can change their password.

      Note: You cannot change this setting once you create and save the user.

  5. (Optional) Specify the following details for the new user:

    • Locale. Select a language for the user, which determines what language displays for the user in the OpenX Ad Server user interface. If you select Use Default Setting, OpenX Ad Server uses the language associated with the instance.

    • External IdentifierA free-form reference ID. For example, "Debbie's Account.". Type in an identifier that references an external system you have integrated with OpenX Ad Server.

    • Notes. Type in any additional information about the user.

  6. Click Create. In the confirmation screen that appears, click OK. Alternatively, click Cancel to discontinue the operation.

When you are finished creating the user, it appears in the list on the Users tab in the View Account screen.

Repeat this procedure to create additional users.

This topic applies to Ad Server. This topic applies to Ad Exchange. This topic applies to Programmatic Direct. This topic applies to SSP. Most SSP activities are completed by OpenX.

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