Last updated on November 12, 2020
Users with administrative rights can access the Users List screen to add and manage users within their organization.
Adding a New User
To add a new user to your organization:
From the Users List screen, click located on the top right.
The User Details dialog appears. Complete the following fields:
- First name
- Last name
- Organization (your organization is set by default)
- Role type:
- Admin: A user with administrative rights who can access the Users screen to add and delete users within their organization.
- Member: A user who can access and manage Deals, Audiences, and Segments.
The user will be notified via email that you are adding them to your organization and will then be listed in the Users List table.
Editing a User
To edit a user:
Open the actions list for the user to edit, and then select Edit.
The Edit user screen appears. Edit the user’s fields as needed.
Deactivating a User
To deactivate (delete) a user:
Open the actions list for the user to deactivate, and then select Deactivate.
A dialog appears asking you to confirm the user’s deactivation. Click Yes.
The user is now deleted from your organization and removed from the Users List table.