Users
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      3. Users

      Regular Users

      Regular users are responsible for all operations in the account. In the Users module -> Regular tab you you can create and manage these users.

      Content

       

      Overview

      Regular users are your internal team members who handle daily operations in your account (Enterprise). They have access to campaign management, analytics, and account operations - but their user management capabilities depend on their assigned permission level.

       

      Permission Levels

       

      User Manager (Administrator)

      • Full platform access,  including the Users Module
      • Can create and manage other regular users and analytics users
      • Complete administrative control over account settings
      • Recommended for: Senior staff, account owners, IT administrators

       

      User (Standard)

      • Access to all modules except the Users Module
      • Cannot create or manage other users
      • Full operational access for campaign management and analytics
      • Recommended for: Account managers, campaign specialists, analysts

       

      Managing Regular Users

       

      Access Requirements

      Important: Only User Managers (admin users with user management permissions) can access the Users Module and manage regular users.

       

      How to Create a Regular User

      Step 1: Access User Creation

      1. Go to Users Module → Regular tab
      2. Click the '+' icon in the top-right corner of the grid table
      3. "New User" form will open

      Step 2: Complete User Information

      • Name: Full name of the team member
      • Email Address: Where invitation and login credentials will be sent

      Step 3: Send Invitation

      1. Click the 'Invite' button
      2. User receives onboarding email with setup instructions
      3. The user can complete account setup through the email link

      Result: New user is created with default permissions (can be modified after creation)

       

      User Management Actions

       

      Edit User Details and Permissions

      How to Access:

      • Click the '(edit)' link in the 'Roles' column of the user's record
      • Modify user information and permission levels
      • Save changes to apply new settings

      What You Can Edit:

      • User name and contact information
      • Permission level (User Manager vs. User)
      • Account access settings

       

      Reset User Password

      When to Use: User forgot password or security reset needed

      How to Reset:

      1. Find the user in the Regular Users table
      2. Click the 'Lock' icon in the Actions column
      3. Generate a new password for the user
      4. Provide new credentials to the team member

       

      Remove User Access

      When to Remove:

      • Team member leaves the organization
      • Role changes require a different access level
      • Security concerns require immediate access revocation

      How to Remove:

      1. Find the user in the Regular Users table
      2. Click the 'Remove User' icon in the Actions column
      3. Confirm removal action
      4. User loses account access immediately

      Important: Removal is permanent - you can create a new user account if you need access again.

       

      Best Practices

       

      User Creation Planning

      • Assess Role Requirements: Determine if User or User Manager permissions are needed
      • Start Conservative: Begin with User permissions, upgrade to User Manager if needed
      • Limit Administrators: Only assign User Manager permissions to essential personnel

       

      Ongoing Management

      • Regular Review: Audit user permissions and access quarterly
      • Prompt Updates: Modify permissions when roles change
      • Immediate Action: Remove access immediately when team members leave
      • Documentation: Keep records of permission changes and rationale

       

      Security Considerations

      • Strong Passwords: Encourage secure password practices
      • Access Monitoring: Watch for unusual login patterns
      • Principle of Least Privilege: Give users only the access they need
      • Backup Administrators: Ensure at least one backup User Manager

       

      Troubleshooting

      User Can't Access Users Module:

      • Verify user has User Manager permissions
      • Check that permission changes have been saved
      • Confirm the user is logged in with the correct account

      Invitation Email Not Received:

      • Check spam/junk folders
      • Verify the email address is correct
      • Resend the invitation if needed

      Can't Edit User Permissions:

      • Ensure you have User Manager permissions
      • Verify you're accessing the correct user record
      • Try refreshing the page and attempting again

      For information about managing external partner access, see our Analytics Users Guide →