How to manage user accounts

Mathias Freudendahl Updated by Mathias Freudendahl

In AudienceReport we allow you to manage who from your organization should have access to your accounts, and what they should be able to do. 

If you possess the role of ‘Organisational Admin’ or ‘Account manager’, you can manage user access by navigating to the Admin page

When you are logged in, you will have an overview of all your accounts. This is your account for all AudienceProject products, meaning that if you both have access to Userreport and AudienceReport, you will have a nice overview of all your accounts and users in one place. 

Setting up a new user account

To set up a new user account you have two options:

  1. Click on the name of the account (from the list) for which you want to create a new user for. On the accounts page, select the tab ‘Users’. From the user's tab, you can add a new user by clicking ‘Add user’ in the upper right corner and following the instructions.
  1. The second option is to click on the tab ‘Users’ from the front page. This will allow you to manage users across all your accounts. To set up a new user, simply click ‘Invite’ in the upper right corner and follow the instructions. 

When setting up a new user, first of all, you need to add the email address that the user will be using for logging into AudienceReport. The user will also receive an invitation to AudienceReport at this email address. They have to accept the invitation.

Second, you need to select the user role that the specific user should have. Currently, we support four different roles - you can learn all about them here: user roles. Finally, you need to select the account(s) to which the user should have access.

Note that the user will have the same role across all accounts they are invited to in your organization. 
Be aware, that for security reasons, you need to invite new users themselves. The Support manager can only help you with how to do it if you experience any issues

Editing a user account

If you want to edit a user’s account, i.e. change the user’s role, access levels, or delete the user, navigate to the ‘Users’ tab from the front page. From there, search for the user you want to change. Click on the name of the user. Here you will have a full overview of the access permissions the user has. 

Also, you will have the option to change the user’s organizational role, as well as add and delete access to accounts. 

Removing a user account

If someone stops working in your organization or simply does not need the access anymore, you can remove a user, so that the user does not have any access to any accounts, clients, and platforms within AudienceProject.

To do that, you need to go to the Admin page and navigate to the ‘Users’ tab. Then you find the user that you want to remove from your organization and click on the three dots. Here you have three options.

  1. You can edit the user's access such as removing or adding them to specific accounts
  2. You can change their roles and access level
  3. You can remove the user from your organization and account(s) entirely.

If you have any questions, feel free to reach out to support@audienceproject.com

FAQ on access to accounts

Can I change the phone number I chose for the two-step verification process?

How often will I be asked to log in through the two-step verification process?

What if I lose my phone and cannot access my account?

The procedure to enable the two-step verification

How did we do?

How to disconnect accounts

User roles

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