Users Overview

The Users tab provides profile information for the contact's organization. Basis Platform stores the information in a directory. The Users tab displays a searchable index by name, email address, and status. 

The User status options include Active, Pending, Inactive, or Canceled. When a status is pending, a button appears when an invite is sent to the contact.  The drop menu from the Pending button provides the option to resend or cancel the invite.  (An initial invite is sent to the contact upon account creation.)

Name

Description

All

All users in Basis Platform

Active

Users with access to Basis Platform

Pending

Invited users to Basis Platform

Inactive

Deactivated users (No longer access to Basis Platform)

Canceled Canceled user invite (User invite link no longer available.)

An inactive user no longer has access to Basis Platform. The inactive users information remains stored in Basis Platform. The Contact and Employee Information along with the Permissions are read-only. You are unable to select an inactive user as a contact associated to a client, proposal, message, or third party account. A deactivated user appears inactive as a campaign account member or collaborator. The deactivated user and the credentials are also invalid with third party accounts.

A reactivated user has access to Basis Platform via an email. The email includes a link to the account creation page with the existing contact information. You have access to the historic campaign information from your previous active status.

An agency contact with enabled User Management permissions assigns, creates, and edits the account team member profiles. Under the Users tab under Agency Settings, you invite and deactivate/reactivate contacts along with assigning permissions.

The agency contact manages the campaign restrictions without User Management permissions. An agency contact has User Access under the Client/Brand tab.

The contact with the User Management permissions selects a User. The profile information appears. The User fields include the following: 

User Status

  • Active - Date
  • Inactive - Date
  • Actions button
  • Resend/cancel invite
  • Resend invite/Remove user
  • Deactivate/Reactivate

Contact Information

  • Name
  • First*
  • Last*
  • Email*
  • Phone
  • Extension

Employee Details

  • Region
  • Divisions
  • Location
  • Sales role visible status (check box)

Permissions

  • Ad Serving
  • Adjustments
  • Agency Billing
  • Agency Management
  • Analytics Reporting
  • Asset Management
  • DSP Execution
  • Client Approvals & Vendor IOs
  • Delivery Source Management
  • Planning
  • User Management
  • Vendor Management
  • Vendor Payment Terms

The User Management permission assigns the agency contact's access type. A contact's access ranges from enabling none to all of the permission management types. When a contact's access types are disabled, Basis Platform allows read-only access along with specified actions such as sending messages, adding account users, and editing notes. The enabled management types allow the contact access to implement actions throughout the Platform.

User Settings - Profile

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Vendor User Settings

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New User Profile

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Note: As an agency contact, you are unable to modify your unique email address. Contact the Basis team or Submit an Issue for more information.

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