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Manage Account Users

Add, edit, assign, and deactivate users across your MNTN portfolios and advertisers.

Lauren Reedy avatar
Written by Lauren Reedy
Updated over 3 weeks ago

Overview

The Users & Permissions page in MNTN allows you to manage user profiles, roles, and access across your portfolios and advertiser accounts. You can add new users, edit existing ones, assign roles, and deactivate accounts as needed.

Definitions

You can create users with different user roles within your Portfolio. Each role will have different permissions within the platform and in some cases, access to different advertisers.

Portfolio Admin

Portfolio Admins can:

  • Create other Portfolio admins

  • Create accounts for their Portfolios

  • See accounts in their assigned Portfolios

  • Invite users and assign them to their Portfolio and advertisers

  • Update each account's billing information

User

Users can:

  • Access the account they are assigned to

  • Will not have visibility into the accounts they are not assigned to within a Portfolio

  • Cannot update the billing information on the account

  • Access all other features within their assigned account, outside of billing and Portfolio management

Add a User

  1. Navigate to the Users & Permissions page where you can manage user information, send password reset emails, create or deactivate users, and assign users to portfolios.

  2. Click the + New User button.

  3. Enter the user's first name, last name, email address, and role (Portfolio Admin or User).

  4. Click Next.

  5. Based on the Role selected previously, you will assign the new user to either a Portfolio or an Advertiser:

    • If you are creating a new Portfolio Manager, assign them to one or more portfolios.

    • If you are creating a new User, assign them to one or more advertisers.

  6. Review the New User information, make any required edits, and click the Add New User button.

    Once you click "Add New User," a new invitation will be sent to that user.

ℹ️ Note: You can check the status of your invitation in your Users & Permissions list within the "Status" column. You can resend or revoke that invitation by clicking "Manage".

User Status

You can filter by "User Status" within the Users & Permission page. Read below for the different status types and what they mean.

Active

Deactivated

Invited

Expired

This user has current access to 1 or more accounts in MNTN

You can deactivate users by clicking "Manage" on the Users & Permissions page.

This user previously had access, but no longer can access previously assigned accounts.

You can reactivate users by clicking "Manage" on the Users & Permissions page.

The invitation for this new user is outstanding, and has not been accepted yet.

You can revoke or resend invitations by clicking "Manage" on the Users & Permissions page.

The invitation for this user has expired since the invitation was not accepted within 5 days.

You can resend invitations by clicking "Manage" on the Users & Permissions page.

Manage Users

  1. Click the Manage button next to the user's name.

  2. In the Manage User window, click the pencil icon to edit the user's first name, last name, email address, or default role.

  3. Click Update User to save changes.

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