Create and manage clients and client users

Learn how to add and manage clients and client users

Clients, such as agencies and advertisers can be associated with your Authorized Buyers account. They are assigned permissions that control their appearance to publishers in the marketplace. Based on these permissions, client users can be granted restricted access to your account. Adding clients and client users is limited to account users with the "Administrator" role.

Tip: All client users can view available products and publisher profiles in the marketplace and have limited access to debugging and reporting tools.

To create a client:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Click New client, and enter the following:
- Primary name
- Partner client ID (optional)
- Permissions
Click Save and add users.

To invite users (Optional):

Either continue from the previous steps or click Manage users from the "Client management" page.
Enter the email address of the new user.
(Optional) Click Add email to add additional users for this client.
Click Save.

When the new client user information is saved, an invitation is emailed to the address entered. The user is prompted, via the invite, to accept, create a password, and agree to the terms of service and privacy policy.

Note: New client user accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

Manage clients

Note: All clients associated with your Authorized Buyers account are found in the "Clients" tab. Sort clients by name by clicking the "Name" header.

Tip: You can allow a client's users to access specific preferred deals or private auctions. Learn about associating a specific deal with a client.

To edit an existing client:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Select the existing client from the list. You can edit the primary name, add a partner client ID, or edit the permissions.
Click Save.

Add or manage client users

Note: You must have an existing client to add a client user.

All client users for your Authorized Buyers accounts are found in the Client users tab. Sort users by clicking the headers. The status indicates whether the client user is active, pending, or inactive.

To add a client user:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Click Client users, then New user.
Enter the email address of the new client user.
Select the client from the dropdown menu.
Click Save.

To edit an existing client user:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Select the client containing the users and click Manage users.
Edit the email address.
Click Save.

To deactivate an active client user:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Click the Client users tab.
Select the active clients user and in the "Status" column, select Inactive from the dropdown.

To reactivate a client user:

Sign in to Authorized Buyers.
Click Admin, then Clients.
Click the Client users tab.
Select the inactive user and in the "Status" column, select Active from the dropdown.

Re-send a client user invitation

Note: You can only re-send invites to pending users. Learn more about adding or managing client users.

New client user accounts are pending until the user clicks to accept the email invitation, enters the requested credentials, and accepts the terms of service and privacy policy.

You can re-send an invitation to a previously added client user. This is helpful if the original invite was lost or accidentally deleted.

Sign in to Authorized Buyers.
Click Admin, then Clients.
Click the Client users tab.
Select the user from the list of "Pending" users.
Click Re-invite.

Learn more about the client access permission types.

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Create and manage clients and client users

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