Create and manage clients and client users

Learn how to add and manage clients and client users

Clients such as agencies and advertisers can be associated with your Authorized Buyers account and assigned permissions, which control how they appear to publishers in the marketplace. Client users can be given restricted access to your Authorized Buyers account based on the permissions you set. Only account users with the "Administrator" role can add clients and client users.

All client users can view available products and publisher profiles in the marketplace and have limited access to debugging and reporting tools.

To create a client:

  1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
  2. Click New client.
  3. Specify the following:
    • Primary name
    • (Optional) Partner client ID
    • Permissions 
  4. When you are done, click Save and add users.

(Optional) To invite users:

  1. Either continue from the steps above or click Manage users from the Client management page.
  2. Enter the email address of the new user.
  3. (Optional) Click Add email to add additional users for this client.
  4. Click Save.

When the new client user information is saved, an invitation is emailed to the address entered. The user is prompted, via the invite, to accept, create a password, and agree to the terms of service and privacy policy.

New client users accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

 
Manage clients

To edit an existing client:

All clients associated with your Authorized Buyers account are found in the "Clients" tab. Clients can be sorted by name by clicking on the table header.

You can allow a client's users to access specific preferred deals or private auctions. Learn more about how to associate a specific deal with a client.

    1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
    2. Select the client in the list of existing clients.
    3. You can edit the primary name, add a partner client ID, or edit the permissions.
    4. Click Save.
Add or manage client users
  • To add a client user:

    You must have an existing client to add a client user.

      1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
      2. Click Client users > New user.
      3. Enter the email address of the new client user.
      4. Select the client from the dropdown menu.
      5. Click Save.
  • To edit an existing client user:

      1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
      2. Find the client containing the users you want to edit and click Manage users.
      3. You can edit the email address.
      4. Click Save.

    To deactivate an active client user:

      1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
      2. Click the Client users tab.
      3. Select from the available active clients users in the list of existing users.
      4. In the status column, click the dropdown and select Inactive.

    To reactivate a client user:

      1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
      2. Click the Client users tab.
      3. Select from the available inactive users in the list of existing account users.
      4. In the status column, click the dropdown and select Active.

All client users for your Authorized Buyers account are found in the Client users tab. Users can be sorted by clicking the table headers. The status indicates whether the client user is active, pending, or inactive.

Re-send a client user invitation

You can re-send an invitation to a previously added client user. This is helpful if the original invite was lost or accidentally deleted.

  1. From your Authorized Buyers account, navigate to Admin > Clients in the left menu.
  2. Click the Client users tab.
  3. Select the user from the list of "Pending" users.
    You can only re-send invites to pending users. To edit or reactivate a client user, see
    Add or manage client users.
  4. Click Re-invite.

New client user accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

 

Learn more about the types of client access permissions.

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