Create and Mange users

Create and Mange users

User  

The Advertiser can create and manage different users with their roles and permissions So that the Advertiser can control access to the Platform Provider Portal effectively.

 

Create User  

To create a user, the Advertiser can Click the Create User button on the Manage User page and follow these steps:

  1. After that, the Add User module will open.

  2. First Name (Required): The Advertiser sets the user's first name.

  3. Last Name (Required): The Advertiser sets the user's last name.

  4. Email (Required): The Advertiser sets the email Id which will serve as the user's username for login.

  5. Role (Dropdown - Required): The Advertiser can select a role from a dropdown list.

  6. Create Password (Required): The Advertiser sets the user's login password.

  7. Confirm Password (Required): The Advertiser Confirms the login password.

  8. Click on Create User button to create a user which will be shown on the manage user module or click on the cancel button to cancel the event.
    Manage User  

  9. After clicking on the Create User button on the Add User module, the advertiser will be redirected to the manager user module. This module includes the following constraints 

    1. Search Bar: Advertisers can search by typing First Name and Last Name in the search bar.

    2. Click on the Create User button to create a User.

    3. Role List:

    • First Name: Shows the first name of the user.

    • Last Name: Shows the last name of the user.

    • User Name: Shows the email id of the user.

    • Role Name: Shows the role of the user.

    • Action: This field contains two buttons.

    1. By clicking the Edit button, the advertiser can edit the roles.

    2. By clicking the Delete button, the advertiser can delete the roles











    • Related Articles

    • Create Roles

      Roles The Advertiser can create and manage different users with their roles and permissions, So that they can control access to the Platform Provider Portal effectively. Create Roles To create roles, follow these steps: Click on the Create Role ...
    • Create Group and select in Campaign

      CreateGroups If the advertiser wants to create Groups of targets or routes. Follow the steps below. Click on the Group option on routing plans. Advertisers will get a New Group window. Name Field: Enter the Group name. Target Setting: Select Target ...
    • Create Expense

      Expenses Advertisers can create and manage their expenses in this module. Create Expense To create an expense record, Follow these steps: Click on the Create Expense button. Select Campaign (Drop Down): Select the campaign the advertiser wants to ...
    • Create Campaign

      Campaign This feature allows the user to Create, set up, and monitor call campaigns, including defining parameters like target, call routing rules, and DID number mapping. There is information given in the below field at the end of this module. To ...
    • Create a new DID

      Create DID Number Create DID button: Click on Create on DID button. Country (Drop Down List): Select the country which the advertiser wants to create DID for. State: Select the relevant state of the country chosen. City: Select the relevant city of ...