User management allows you to create user accounts with limited access to specific items and with limited permissions. For instance you can configure a user account which is able to view reports, but cannot create/edit campaigns or insertions.
Determine requirements
As a first step, make sure you determine the requirements for the accounts in your network:
Which groups of users do you need (e. g. Administrators, Campaign managers, External users etc.)?
Who should get editing rights for which items (e. g. campaign managers need to be able to create and modify insertions)?
Who should get read-only access to which items (e. g. a client needs access to reporting data but not to campaigns and insertions)?
Do some users need access to specific websites/advertisers/agencies only (e. g. one user gets access to websites A, B and C while another user gets access to websites D, E and F)?
Video tutorial
Watch this short instruction video to quickly learn how to create Users, and User groups.
User groups
User groups facilitate bulk creation of users: you can define a set of rights and grant them to all users belonging to the user group.
Note The default user group in any Equativ customer network is called "Administrators".
Access
Go to Administration > User groups, and then click the New button.
Settings
This table describes each option of the Main data section:
Option________
Description
Level
Levels are predetermined user profiles that set the user’s permissions based on a broad set of responsibilities.
Level 1 (Administrators) - no restrictions, grants access to user management
Level 2 (Managers & Traffic Managers) - typically used by ad operations teams; puts certain restrictions on administration capabilities
Level 3 (Sales & Customers) - provides access to all reporting capabilities and limits access to many controls, such as the RTB+ module
Level 4 (Finance department) - only for users who need access to the Financial Portal (management of RTB+ invoice requests, RTB+ invoices etc.)
Managed by the group
Used to build user group hierarchies; you can select a parent user group you created previously and choose from the following options:
Inherits this group's advertisers - the advertisers assigned to the parent user group will be adopted
Inherits this group's sites - the websites assigned to the parent user group will be adopted
Contains the external clients of this group - the external clients (users) of the parent user group will be adopted
Default access to advertisers
No default access (determined one by one) - access to specific/individual advertisers (to be determined on user level); otherwise, no access to any advertiser at all
All the advertisers of this group - access to the advertisers which are assigned to this group; no access to advertisers created by (and thus assigned to) other user groups; you can assign an advertiser to the user group under Administration > Advertisers > Edit advertiser > Advertisergroup
All network advertisers - access to all advertisers (no restrictions)
Default access to sites
same concept as in Default access to advertisers (see above)
Default access to agencies
same concept as in Default access to advertisers (see above); however, agencies cannot be assigned to a user group; thus, the option "All the … of this group" is not available
Default Permissions
Under Default Permissions, you specify the operations a user belonging to this user group can perform. For most items (e. g. advertisers), you can specify the operations: Add, Edit, Delete, View. Some Permissions do not support all operations (e. g. Delivery rules : Edit delivery rules).
Keep in mind
Modifications in a user group's default permissions should be done with caution since they are propagated down to all users in the user group!
Modifications in user group settings may not become effective for the given user(s) immediately. In this case, the according user(s) should sign out from Equativ's UI, clear their browser history and sign back in.
Users
Users are set up to grant access to your Equativ network. Each user belongs to a user group from which they inherit the settings.
Access
Go to Administration > Users to display the current list of users. For each user, the following information is shown:
e-mail address
user group the user belongs to
access level to advertisers and sites
Hold your mouse over a user and click on the "..." button to Edit, Copy, Lock or Delete a user.
To create a new user, click New User.
User settings
Enter the user's general settings:
First name
Last name
Login
Email (email addresses must be unique – you cannot use the same email address for multiple users!)
User group
Permissions
The user's permissions define which operations the user is allowed to perform (e. g. adding users, editing advertisers, viewing statistics). The Select permission preset option allows you to easily set one of the following:
Administrator – grant all permissions
User group – grant all permissions of the user group this user belongs to
None – grant permissions manually one by one
Access rights
You can define the user's access rights to Advertisers, Campaigns, Sites and Agencies.
In case of Advertisers, Sites and Agencies, choose from the following options:
access to all advertisers/sites*/agencies of the network
access to the advertisers/sites/agencies of the user group this user belongs to; optionally, you can search for and grant access to additional advertisers/sites/agencies (first, disable the Selected advertisers toggle switch)
access to specific advertisers/sites/agencies; search for the specific advertisers/sites/agencies or select them from the tree (first, disable the Selected advertisers toggle switch)
* To be able to access programmatic features, tools and components (Delivery rules, Deals, RTB Health etc.), a user must have access to all sites of the network. Having access to the sites of the user group or to specific sites is not sufficient!
In case of Campaigns, you can grant access to specific campaigns, in addition to the ones made accessible through the settings on advertiser level.
Account administration
In the Account administration section, you can:
Grant access to the user – the user's password will be reset and an email with a temporary password will be sent to the user to define a personal password during login
Lock the user
Delete the account
Modifications in the settings of an existing user may not become effective immediately. In this case, the according user should sign out from Equativ's UI, clear the browser history and sign back in.
User purge policy
A user purge policy is in place to avoid the accumulation of obsolete data. Users are deleted automatically if they meet the following conditions:
has never logged in for 6 months following the creation of the user account
belongs to a user group on Level 1 (Administrators) or on Level 2 (Managers & Traffic Managers) and has never logged in for 1 year
belongs to a user group on Level 3 (Sales & Customers) and has never logged in for 2 years
There is no specific user purge policy for users belonging to a user group on Level 4 (Finance department).
Editing own user rights
You cannot edit your own user rights, even if you have the required permissions ("Users: add users", "Users: edit users" etc.). Only another user with the according permissions or an administrator can change your own user rights.
API users
The creation of API users in the UI of Equativ’s Monetization Platform is available as of Q3, 2024 and comes with the rollout of Equativ’s new API authentication method using OAuth (see API authentication).
The API user creation process is being rolled out progressively to customer networks. Reach out to your contact at Equativ to learn more about the activation status in your network.
API user groups
For your API users, you can reuse any user group created for user interface users: both types of users share the same user groups, including the user group settings and default permissions (see section “User groups” above).
on the User settings card, specify an API Login name (alphanumeric characters or _-./ only) and
select a User group; the user will inherit the user group’s settings and default permissions); see section “User groups” above
if applicable, grant Permissions, as explained in section “Permissions” above
if applicable, grant access rights to Advertisers, Campaigns, Sites and Agencies, as explained in section “Access rights” above
once all settings are made, click Save and exit
in the “API user created modal”, copy the credentials and store them at a safe location:
Token URL
Client Id
Client secret – Warnings:
The client secret is displayed only once during the API user creation process. If you lose the client secret, the only solution is to create a new user from scratch.
Equativ’s support and service teams cannot assist you with recovering the client secret - please refrain from contacting them in this case.
Never share the client secret with anyone, including Equativ's support and service team.
Equativ’s support and service teams will never ask you for the client secret.
click Documentation to see how to authenticate, using the received credentials
click Close
Manage API user
To Edit, Copy, Lock or Delete an API user, locate it in the API user list, hold your mouse over the according row and click “...”. Changes made to user rights take effect within at most 10 minutes or the next time a user reconnects.
During the migration phase from Equativ’s legacy authentication method (Basic Authentication) to the new authentication method (OAuth), each API user has both a Client Id (for OAuth method) and an API Login (for Basic Authentication). Once the migration is complete, each user will have a Client Id only. Read more about the authentication methods in API authentication.
