User management

About user management

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 only (e. g. one user gets access to websites A, B and C while another user gets access to websites D, E and F)?

User groups

You can create user groups and associate them with users, advertisers and sites. You can then grant the user access to the advertisers and sites associated with the user's user group. The default user group in any Equativ customer network is called "Administrators".

Create user group

To create a user group, proceed as follows:

1. Go to Administration > User groups.
2. Click + New user group
3. Define a user group Name
4. Click Create.

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, and Sites.



In case of Advertisers, Sites, choose from the following options:

• access to all advertisers/sites* of the network
• access to the advertisers/sites of the user group this user belongs to; optionally, you can search for and grant access to additional advertisers/sites (first, disable the Selected advertisers toggle switch);
• access to specific advertisers/sites; search for the specific advertisers/sites or select them from the tree (first, disable the Selected advertisers toggle switch)

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

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).

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).

Create API user

To create an API user:

• sign in to Equativ’s Monetization Platform 
• go to Administration > Users 
• switch to the API users tab
• click New user

 

• 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, and Sites, 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.