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Give the user a username, i.e. the name the user will use to login to the admin UI.
Register the user’s first name and last name.
Register the email address of the user. The email will be used for the double opt-in discussed below and in some cases communication via newsletter.
Confirm the person for whom you are creating the user consented to storage and usage to data according to the EU General Data Protection Regulation (GDPR), chapter 2, article 7.
Select the language in which the admin UI for the user will be displayed. Please note a user can change the language after the initial login.
Select the display currency in which all figures in the admin UI are displayed. Please note a user can change the language after the initial login.
Choose the user’s role. Please note the role defines to what sections and features the user will have access.
Choose the user type. Following types are available:
The platform type is used for your employees and co-workers. Users with this type receive the product newsletter and can use the additional services. This user type can be set as key account manager for entities as a whole (default setting) or specific partners. For further information please read this article on contact data display of users.
The advertiser type is used for users managing external advertiser programs. Users with this type do not receive a product newsletter and cannot book additional services.
The platform consultant type is used for users belonging to employees of companies that provide services to your company. Users with this type do not receive a product newsletter and cannot book additional services.
Finally, you need to give the new user a password. Please note that this is an initial password only. New users will have to change the password when they login for the first time and the new password cannot be identical with the initial password. When entering a new password, you will be informed about the password requirements of the platform.
When you are ready, don’t forget to hit the save button in the right lower corner of the page.
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Users will no longer be able to login.
Personal data related to the user will be terminated, with the exception of the first and last name. This is done for reasons of security: a user’s actions must remain identifiable, even if the user is no longer working with the platform.
User’s magic API keys will be terminated, which means that any automated exports of data from the platform are disabled.
Terminated users will receive an email to inform them they can no longer use the platform.
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