Users and invites

Your Users page lists the logins on your account: email, name, role and who each login is linked to. Admins invite publishers and buyers, so your partners can see their own data.

Roles

• admin: runs the account (your own team).
• publisher: a partner login linked to one publisher. Sees that publisher's campaigns (payout, tracking numbers, ping URL and 7-day results), calls and statements.
• buyer: a partner login linked to one buyer. Sees that buyer's calls and invoices.

Inviting people

A publisher or buyer can have as many logins as they need, one per person. The quickest way is from the partner's own row:

1. Open Publishers or Buyers.
2. Click Invite (or Team (n) once they have logins) on the row.
3. Under Invite people, enter one or more emails, separated by commas or new lines, then click Send invites.

Each person receives their own branded email with a Set your password link, valid for 7 days. The window shows which emails were invited, which already have a login and which are not valid addresses.

You can also invite from Users: click Invite portal logins, enter the emails, pick the Role (publisher or buyer) and the Counterparty, then click Send invites.

Removing access

In the partner's Team window, or on Users, click Revoke access next to the person. It works whether or not they accepted the invite: they are signed out everywhere at once, their invite link stops working and they cannot sign in. Their status shows revoked. Click Restore to give access back; they get a fresh invite to set a new password.

What the invitee does

1. Click the link in the email. It opens a welcome page.
2. Choose a password of at least 8 characters and confirm it, then click Set password.
3. Click Go to sign in and sign in with email, password and the one-time code sent to their email.

If the link has expired, they will see "This invite link has expired". Click Resend invite on their row in Users to send a fresh one.

Resetting and resending

On each partner row in Users:

• Resend invite: sends a new set-password email.
• Reset password: gives a new one-time password. It is shown only once in a One-time password window, so copy and share it straight away.

Account admin logins are not changed from this list.

If an invite does not arrive

Check the email address, ask them to look in spam, then click Resend invite. If sending fails, you will see an error and nothing is created, so you can try again.

See Two-factor and security for sign-in codes.