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Managing Your Account Users
Managing Your Account Users
Lauren Reedy avatar
Written by Lauren Reedy
Updated over a week ago

Adding a User or Editing a User Profile

On the Users & Permission page, you can manage user information, send password reset emails, create or deactivate users, and assign users to portfolios.

Managing Users

Click the 'Manage' button to view and/or edit your users' information, set roles, assign permissions, manage portfolio assignments, view Two Factor Authentication, and deactivate users.

Managing User Information

To manage user information, click the pencil icon next to the user name and email. This will open up a pop-up called "Manage User," where you can edit the First Name, Last Name, Email Address, and Default Role.

Once you've changed the User information, click the "Update User" button.

Defining User Roles

You may create users with different user roles. Each role will have different permissions within the platform. To edit user roles, click the "Default Role" dropdown within the "Manage User" window.

What is a Portfolio Admin?

A Portfolio Admin has more capabilities than an account "user." A Portfolio Admin admin can:

  • Create other portfolio admins

  • Create accounts for their portfolios

  • See accounts in their assigned portfolios

  • Invite users and assign to their portfolios and advertisers

  • Update each account's billing information

What is a User?

An account user has fewer capabilities than the Portfolio's Admin. 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 to all other features within their assigned account outside of billing and Portfolio management.
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Creating New Users and Invitations

You're able to add colleagues/teammates by completing the below:

1️⃣ Click the 'New User' button on the main Users & Permissions page to generate the 'New User' pop-up.

2️⃣ Fill out the user's First Name, Last Name, and Email Address, select the role for that user, and click 'Next'.

3️⃣ 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, you will assign them to 1 or more Portfolios.

  • If you are creating a new User, you will assign them to 1 or more Advertisers.

4️⃣ 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.

💡 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.

WHERE TO GO NEXT:

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