Client and user management¶

Create and remove clients/supplier¶

Before a client, supplier, or brand can start creating campaigns, they need to be added to the account. If the supplier is already included in the product feed, any admin can add them in just a few clicks.

To get started, simply click “Create” in the main menu.

Then click “Client“.

Type in the name of the client or brand you want to onboard and press “Enter”. Next, select the supplier you’d like to add.

Finally, click “+ Add client“.

Remove client¶

Navigate to the client overview by clicking on the client’s name in the left-hand menu.

Now click on “Client management” in the left menu and then “Delete account”.

Finally, enter the Client-ID (found in the account details) to confirm the removal, then click “Delete account” again.

Create user¶

You can add users to grant them access to the Campaign Manager. These users are separate from those in the Elevate core app. If a user is created under a specific client, they can only access that client. However, if the user is created under the admin account, they will have access to all clients.

Start with accessing the client list and selecting the client for whom you want to add a user.

Now, click “Client management“.

Navigate to “Users“ and click “Add new user“.

Finally, fill out the required user information and hit “Save“.

The username and email have to be unique and can only be used once.