A Guide to Managing Passwords and Users
Table of Contents
- Introduction
- Access Privileges
- How to change a user’s password
- How to add a new user
- How to remove a user
- How to reactivate an inactive (previously removed) user
- Additional Information
- How to reactivate a disabled user
- How to Change or Remove User Access to a Client Account
Introduction
Designated administrative, can change user privileges as well as add or remove users and client accounts.
It is possible for an administrator to have their access level set to None, Read or Write as per the definitions outlined below. Administrative users are indicated in user lists with an asterisk after their name. Any administrative user can grant this status to other users, as well, by checking off the Admin user box within a user’s settings page.
Access Privileges
To manage user privileges go to Admin and select the Users sub-tab. Permissions for a user can also be set directly on the User’s set-up page. Each user can choose which client account they would like to see upon log in, or they can choose to automatically log into the last client account used.
Access privileges are as follows:
- No access: Users assigned No Access for a given client account will not see that particular client account appear in their Client drop-down menu.
- Read-only: The Platform will appear the same as those with Write access. However, the user will receive an error upon any change attempts.
- Write: Users assigned this privilege have full administrative rights within the permitted client accounts.
- Admin: This option grants complete read and write access, including creating new client accounts/users within the Platform.
- FTP: The user has the ability to connect to the FTP folders and files which are uploaded into the Platform.
How to change a user’s password
- Go to Admin in the upper right corner and select the Users sub-tab from the second horizontal menu bar.
- Check the box of the username you would like to change (you can only change your own unless you are an administrator).
- Select the Edit button.
- Click on the Change password link to modify the password.
- Type in and confirm the new password.
- Save your settings.
How to add a new user
- Go to Admin in the upper right corner and select the Users sub-tab from the second horizontal menu bar.
- Select the Create button.
- Add the new user’s name, access privileges, email address and password.
- Save your settings.
How to remove a user
You can remove a user temporarily or permanently. For a temporary removal, simply select the Disable box. For a permanent removal, follow these steps:
- Go to Admin in the upper right corner and select the Users sub-tab from the second horizontal menu bar.
- Check the box of the username you would like to remove.
- Click Delete.
How to reactivate an inactive (previously removed) user
When a user is deleted from the Platform, in the back-end database their account will be marked as inactive. Their email address will also have a random number added to it in the database, so that they can be created later as a new user if necessary.
Additional Information
- To avoid error messages, please make sure to add ‘_deleted’ to a username before deleting it in the Platform.
- This process also applies when moving a user to a different Marin account.
How to reactivate a disabled user
When a user does not log into the Platform for more than 30 days, their username becomes disabled. To re-enable a disabled user, you can ask a user with admin rights to carry out the following steps when logged in:
- Click Admin in the upper right of the screen.
- Click on the Users sub-tab.
- Locate the disabled user in the grid, then click on it.
- Uncheck the Disabled box.
- Save your changes.
How to Change or Remove User Access to a Client Account
- Click Admin in the upper right of the screen.
- Click on the Users sub-tab.
- Select the specific user and click the Edit button (‘pencil’ icon).
- Change permissions to No Access, Read-Only or Write in CLIENTS & ACCESS PRIVILEGES.
- Save your changes.
A Guide To Deleting An Existing Client
Table of Contents
- Introduction
- How to delete an existing client
- Important information
Introduction
You can delete a client account from the Platform; however this can only be done by someone who has Administrative access to that specific account. We’ll explain exactly how to do this below.
When using Delete in the client settings page, you will need to first unlink all PCAs and delete revenue integrations. Please reach out to your account representative or our Support Team for help deleting your revenue integrations.
How to delete an existing client
To delete an account, the Administrative user would do the following:
- Enter the client account you wish to delete
- Click on the Channels tab and make sure all publisher accounts are unlinked
- Click on the Admin link at the top of the page
- Click on the Clients tab
- Click on the current client account you wish to delete
- Scroll to the bottom of this page, and click Delete
Important information
- Once deleted, you may need to log out and log back in to the platform to see this account change. If you cannot delete the client account using the method described above, click the Help link in the upper right corner of the platform, and create a Help case for our Support Services team to assist you.
- Once the client account has been deleted, please also make sure you have removed all tracker codes on pages that are no longer managed in the platform. If these tracker codes are still present on these pages, the pixels will still fire, so we highly advise that these be removed completely.
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