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Who is this guide for?

This guide is for anyone managing users with an Admin account.
  • You want to create a new Advertiser or Retailer account
  • You want to grant or change a user’s permissions
  • You want to manage a user’s Budget or credit

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Before you begin

The following requirements must be met:
  • Access to the A2 admin console (Admin role)
  • User management permission (Users read/write)

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Understanding user roles

The A2 platform has three roles.

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Step 1: Create a user account

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Create the account

  1. In the Users menu, click Create New User.
  2. Enter the following information.
  1. Click Save to create the account.
There is only one Admin role per system. New users can only be created as Advertisers or Retailers.

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Step 2: Set permissions

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Default permissions by role

Each role comes with default permissions. You can adjust individual permissions as needed.
Advertisers can manage their own campaigns and creatives.

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Change permissions

  1. In the Users menu, select the user whose permissions you want to change.
  2. On the Permissions tab, adjust the permissions as needed.
  3. Click Save.

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Step 3: Manage budgets

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Budget and credit

You can assign Advertisers a budget for running ads.
Campaign budgets use credit first, then draw on the budget when credit is insufficient.

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Assign a budget

  1. In the Users menu, select the Advertiser to assign a budget to.
  2. On the Budget tab, enter the amount.
  3. Click Save.

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Step 4: Edit user information

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Information users can edit themselves

Users can edit only some of their own information.

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Information Admins can edit

Admins can edit any user’s information.

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Step 5: Delete a user

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Before deleting

Check the following before deleting a user.
Be sure to check before deleting a user:
  • There are no campaigns in progress
  • There are no approved allocations
  • There are no unpaid charges

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How to delete

  1. In the Users menu, select the user to delete.
  2. Click the Delete button.
  3. In the confirmation popup, click Confirm Delete.

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Viewing users

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Visibility by role

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Search and filters

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Troubleshooting

On the login screen, use ‘Forgot password’ to receive a reset link at the registered email address.
Changing roles is not supported. Create a new account if needed.
Depending on your license terms, the number of Advertisers/Retailers you can create may be limited.
Yes. Users with the same role have the same permissions by default. You can adjust individual permissions if needed.
Yes. Turn off Active status in the user’s information, and that user can no longer log in. Unlike deletion, their data is kept.