Account Info
On the Account Info page, you can edit your Company Name, Email, Password, and Daily Lead Cap. To make changes to any of these items, simply click the Edit icon, make your changes, and click Update to save.
Users
To add additional users to your account, click Add User and enter:
First Name
Last Name
Email
User Permission Level (Standard, Read Only, or Creative Access Only)
User Group (optional) - your user groups will populate here, if created
Click Add to save.
To edit existing users, click Edit, make your changes and click Update to save.
Groups
Account groups are completely optional, but there are a couple reasons you might want to use them.
If you have an agency or a partner that has multiple clients and you want to give them access to only the accounts that are relevant to them, you can create a Group and add them as user to this Group. Doing so will give them access to manage those client accounts and view reporting on those accounts.
Another reason to add a Group would be to have the ability to view consolidated reporting within specific client accounts.
To add a Group, click Add Group and enter:
Group Name
Parent Group (optional) - this is helpful if you need two-tiered groups
Group Accounts (optional) - your client list will populate here
Group Users (optional) - your users list will populate here
Click Create to save.
To edit existing Groups, click Edit, make your changes and click Update to save.
To view account settings at the client level, check out more information on Accounts.