Overview
Managing account access, editing information, and updating roles for users within your organization can be easily managed within the El Toro Portal. This article covers adding, removing, and editing users for your organization.
Users
Roles built into our Portal determine the level of access and functions a user can have. We have three levels of user roles:
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Org Admins: Have complete access to the portal. Have access to spend on the account’s behalf.
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Read-Only Access: Have limited access to the portal and can only view campaigns, audiences, creatives, and reports.
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Reporting Access: Have limited access to the portal and can only view reports.
Viewing and Managing Users
You can add or remove users or edit user access after you log into your account. Only Org Admins are able to view options to make changes to users.
To make changes to your users, click on the three dots in the navigation bar next to your org’s name and select “Org Settings.” You will see a list of your current users and their access levels in the “Org Users” dashboard.
How to Add Users
Step 1: As a reminder, only Org Admins can modify user settings. To add a user, click the “Add Org User”.
Step 2: Enter the user’s first and last name and email, and select a role. Once you save by clicking “Create User,” they will receive an email prompting them to log in to the El Toro Portal.
How to Remove Users
Step 1: As long as you are an Org Admin, a “Remove” button is present in the last column after the user name, email, ID, and role.
Step 2: Confirm you want to delete the user.
How to Edit Users
Step 1: As long as you are an Org Admin, you can edit the user role from the third column of the Org Users table.
Step 2: Select the box to change the user access level. Note: multiple Org Admins are permitted.
Need Help?
To request support, follow the steps in the article below or contact us at support@eltoro.com and we’ll be happy to help.
Support Requests and Knowledge Base – El Toro Support Center
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