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Find the Manage Users page here in the Sovrn Platform. |
How can I add or remove a user/email to my account?
Start at the Manage Users page on the Sovrn Platform.
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Note: You'll need to be the primary account owner in order to add or remove a user.
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Use the Team page to invite new team members to the Platform, remove old users, or manage access controls for users by setting roles.
Add a User
If the email you're adding is already associated with another Sovrn account, you'll need to reach out to Sovrn Support to have them added. If the email you're adding is not already associated with another Sovrn account
For any new user that does not have an existing account with Sovrn, you'll be able to add them using the +UserInvite button at the top of this page.
then, submit Enter the email address for the user you'd like to add. click
Send Select from the available roles what level of access for this user.
Click Invite and an email with instructions to login will be sent to that email. The email will appear greyed out until the new user verifies their email.
The new user will be able to access the account via their own credentials after they verify their email and create a login.
A user will appear greyed out with the note ‘Invited’ until they have received their invitation to join your account and verify their email address.
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Note: For users that have not yet accepted their invitation and onboarded the platform, you can resend an invitation or revoke the invite should they no longer need access to the account. |
Remove a User
Sometimes you'll want to revoke To remove access from someone a user who left your company organization, or if they are a previous account owner who has transferred you ownership. To do this, start on the Manage Users Team page:
Click the trash can icon next to the email address you'd like to remove.
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How do I change the email on my account?
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Roles
Every Platform account has four roles: Owner, Admin, Editor, and Viewer.
The team member who originally created the platform account is automatically assigned the Owner role, as these permissions are necessary to set up the account and add additional users. Only one user can hold the Owner role at any given time.
You must set a team member’s initial role when you invite them to your platform account.
Added users will be able to access the account via their own credentials.
This table displays the roles and their associated permissions:
Role | Can update/manage billing info | Can manage Team members | Can edit information | Can view information | Can request ownership change |
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Owner |
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Admin |
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Editor |
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Viewer |
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Viewer
Viewers have access to view information in the Sovrn Platform but cannot make any changes. This role is designed for users who need insight into your data and product configurations without the ability to modify product settings or administrative controls.
Editor
Editors have the ability to make changes that impact product configurations. For instance, they can modify ad tags, create affiliate links, access reports, and more. However, they cannot add new users to the account or manage billing details. This role is designed for users who need to configure your product integrations.
Admin
Admins can add or remove users and modify billing details, providing significant administrative control. However, they cannot modify the user holding the Owner role, which is the only restriction. This role is intended for users who need broad control over the Sovrn Platform, allowing them to manage most aspects of the account.
Owner
The Owner has ultimate authority over the account, including the ability to request a change to the Owner role.
Why can't I add or remove a user/email to my account?
If you are unable to add or remove a user/email from the account, it's likely because you are not the primary owner of the accountdo not have sufficient permissions to do so.
The primary owner on the account is indicated by an “i” icon on the line of the email address.
Only the primary owner can perform these actions. Your options are to:
Contact the primary owner on the account to perform these actions for you.
Contact the primary owner to request that they contact Sovrn Support to make you the new primary owner, so you can be the one to perform these actions moving forward.
What will an added user to my account have access to?
The added users in an account have access to all the same things as the primary owner (except for the ability to add and remove users).
This includes all analytics data, payment and tax information, etc. so be sure to keep this in mind when inviting users to your account.
Added users will be able to access the account via their own credentials, that they set up.
Can I set permissions for an added user?
Unfortunately, setting user-level permissions is not a feature the Manage Users page offers at this time. Make sure that when you add a user, you are comfortable with them having access to all the analytics data, payment and tax information, etc. as all users will have access to this information when they are added.
Why does a user/email I added to my account appear greyed out?
A user/email will appear greyed out until they have received their invitation to join your account and verify their email address. Owner and Admins can add or remove users from an account.
Who should be the
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owner of my account?
The primary owner on an account should be someone in your group who manages other users, payment and tax information, etc. The primary owner of the account will also receive email notifications, reports, etc. that are generated from the Platform.
Make sure this is an email account that remains accessible to at least one person in your group. This is the email you'll need access to in order to verify ownership of the account for your group. You'll need to be able to login via this account in order to reset the primary password, transfer ownership, etc.
How to change the
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owner
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or email on my account?
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Make sure the email of the new owner is added as a
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team member on the account. See above for help on how to do this.
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Contact Sovrn Support to request
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ownership be reassigned. Be sure to include which email address you'd like
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ownership applied to.