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Managing Users



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:

  1. From the Users List screen, click located on the top right.

  2. The User Details dialog appears. Complete the following fields:

    • First name
    • Last name
    • Email
    • 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.
  3. Click .

    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:

  1. Open the actions list for the user to edit, and then select Edit.

  2. The Edit user screen appears. Edit the user’s fields as needed.

  3. Click Save.

Deactivating a User

To deactivate (delete) a user:

  1. Open the actions list for the user to deactivate, and then select Deactivate.

  2. 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.