Managing Hosted Accounts

Every admin or standard user for a host account can create and manage accounts in the Manage accounts menu.

Best practice: Create one account for each advertiser.

There are two ways to onboard an advertiser account based on how you want to manage your clients.

Unmanaged account: The business wants to manage their account by themselves and does not want any of the host users to have access to it. If this is the case, the host admin chooses to invite someone else to be account administrator when creating their account. None of the host users will have access to the account, admins included.

Managed account: The business wants the host to also manage their account and the host users to have access to it, according to their permissions. If this is the case, the host admin chooses to continue as account administrator when creating their account. All host users will have access to the account, including user management, data source management and event activity data, according to their permissions.

An account user can check their account’s status (managed or unmanaged) in the Account users section.

To create a new managed account click on Add account from the Manage accounts menu or the Add button in the menu.

First, provide the name of the account to be created and click Continue.

Select Continue as account administrator to create a Managed account. Click on Next.

Choose to use manual advanced matching if it is appropriate. This can be adjusted later.

The managed account is now created and the host user is also admin of the account. Click on Finish.

The newly created managed account will appear as Active (see Account 1 in the image below).

All host users are able to see and eventually manage a managed account. Follow the steps described in the Add a new account user section to add the account’s team (external to the host) as account users.

To create a new unmanaged account click on Add account from the Manage accounts menu or the Add button in the menu.

First, provide the name of the account to be created and click Continue.

Choose “Invite someone to be account administrator” for an Unmanaged account. This option is selected by default. Click on Continue.

Choose to use manual advanced matching if it is appropriate. This can be adjusted later.

If SMTP is configured, an invitation link is sent to the user email address provided right after clicking on Send invite.

If SMTP is not configured, an invitation link is generated after clicking on Continue. Copy the link generated and send it to the user to accept the invitation and create their host account. Finalize by clicking on Finish.

The newly created unmanaged account, not yet onboarded, will appear as Setup in progress (see Account 2 below). Once it is onboarded it will appear as Active (see Account 1 below).

To regenerate or resend the invitation link for an unmanaged account, click Complete setup, provide the email address of the future admin user and click on Continue.

The future admin for the account, who will receive the invitation link, needs to follow the Account onboarding steps to become an admin of the account.

Host admin or standard users can change the name of an account. To do so, click on the three dots button next to the account’s name and select Edit name.

Provide the new name for the account and then Confirm.

Host admin or standard users with appropriate permissions can deactivate an active managed account.

To deactivate a managed account select Deactivate from the three dots button next to the account name.

A deactivated account will have a Deactivated status and a disabled See details button.

To reactivate a managed account select Activate using the three dots button next to the account name.

Host admin or standard users with sufficient permissions can delete both unmanaged and managed active accounts.

For all accounts, go to Manage accounts → the three dots button next to the account name and then Delete and Confirm.

Deleting the account will remove all users and disconnect all data sources connected to the account.