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URL: https://support.google.com/authorizedbuyers/answer/6154085

⇱ Create and manage clients and client users - Authorized Buyers Help

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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.

Jump to a section below:

Create and manage clients 

Create a client

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Click New client, and then enter the following:
    • Primary name
    • Partner client ID (optional)
  4. Under "Permissions," check the box for each permission you want to allow. 
    By default, all permissions are allowed. Learn more about the client access permission types.
  5. Click Save and add users.
  6. (Optional) You can invite users for the client now or later. To invite users now:
    1. For the client, continue from the previous steps, or click Manage users. 
    2. Enter the email address of the new user.
      Click Add email to add additional users for this client.
    3. Check the box to acknowledge the terms. 
    4. Click Save.
Notes: 
  • 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.
  • 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 a client

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:

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Select the existing client from the list.
  4. Edit the primary name, add a partner client ID, or edit the permissions as needed.
  5. Click Save.

Invite and manage client users

You must have an existing client to invite a client user. 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.

All client users for your Authorized Buyers accounts are found under "Client users." You can sort the table by clicking the headers, such as "Status." The status column indicates whether the client user is active, pending, or inactive.

Invite a client user

To invite a client user:

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Click Client users, then New user.
  4. Enter the email address of the new client user.
  5. Select the client from the dropdown menu.
  6. Check the box to acknowledge the terms.
  7. Click Save.

Edit an existing client user

To edit an existing client user:

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Navigate to the client containing the users and click Manage users.
    Tip: You can scroll through the table, or use the search box to find the client. 
  4. Edit the email address.
  5. Click Save.

Deactivate a client user

To deactivate a client user: 

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Click the Client users tab.
  4. Choose an option: 
    • To deactivate one client user, under "Status," click the menu and select Inactive.
    • To deactivate multiple client users, next to their email addresses, check the boxes and click Deactivate.

Reactivate a client user

To reactivate a client user:

  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Click the Client users tab.
  4. Choose an option:
    • To reactivate one client user, under "Status," click the menu and select Active.
    • To reactivate multiple client users, next to their email addresses, check the boxes and click Activate.

Delete a client user

To delete a client user:
  1. Sign in to Authorized Buyers.
  2. Click 👁 Admin
     Admin, then Clients.
  3. Click the Client users tab.
  4. Next to the user's email address, check the box, then click Delete and confirm. 

Resend a client user invitation

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

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

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

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