Invite advertiser users to Console

An invitation sends the person an email with a link to activate their Console account. Media owner admins invite users into an advertiser they manage. Advertiser admins invite users into their own advertiser. Media owner users are added in the Ad Server UI, under Settings, then User Management; see Add a media owner user.

How it works

When you invite someone, Console adds them to the advertiser with a pending status and emails them a link. They set a password, and from then on they sign in with their email address and that password. If your Console uses SSO, the person confirms their email address and signs in through your identity provider instead, with no Console password. See If your Console uses SSO.

The email comes from [email protected], and the default subject line is "Invitation to join Kevel Console". Kevel can build the email in your brand, with your own template and subject line. See Emails in Console.

If the email address already has a Console account, Console adds the advertiser to that account instead. No email is sent, the user appears in the advertiser's user list straight away, and they can switch between their advertisers after signing in.

Before you start

Where it applies. Advertiser users in Console.

What you need. The Admin role on the advertiser. Invite user is disabled for read-only users. For each person you invite: first name, last name, email address, and at least one role.

Role	What the person can do
Read only	View campaign performance and booked campaigns in the Dashboard and Campaign List.
User	Everything Read only can do, plus create and edit campaigns. They cannot activate campaigns.
Admin	Everything User can do, plus activate and delete campaigns, and add, edit and remove advertiser users.

What it does not do. An invitation does not let you choose the person's username or password. The username is their email address, and they set their own password. To set a username and password yourself, switch on Set username and password manually in the invite dialog, or use Create user. See Managing advertiser users.

Invite a user

Open the advertiser's Users tab. Media owner admins first select the advertiser. Then go to Settings and open the Users tab.

Select Invite user. A form opens.
Enter the person's details. Provide first name, last name and email address, and choose at least one role.

Select Send invite. Console confirms with "Invitation sent successfully".

Validation. The person appears in the user list with the status Invite pending.

What you see	What it means
Invite pending	The email was sent and the link has not been used yet.
Invite expired	The link no longer works. Resend the invitation.
Active	The person has activated their account.

Resend or remove an invitation

Open More actions. In the person's row, select the more actions menu.

Choose Resend invite or Delete. Resend invite appears while the invitation is pending or expired, and Console confirms with "Invitation email re-sent successfully". Delete asks you to confirm, then removes the person from the advertiser.

Add a media owner user

Console does not invite media owner users. Add them in the Ad Server UI instead, which is also where you give them access to a Console business manager:

Open User Management. In the Ad Server UI, go to Settings, then User Management.
Select Add New User. Enter the person's name and email address, and choose whether they are an organization admin.
Grant Console access. Under Console, choose the business manager and the person's access level.
Select Save.

See User Management for the full steps and User permissions for what each access level allows.

What the invited person sees

They open the email and select the link. This opens an Activate your account page.
They set a password. Their username is shown, set to their email address, and cannot be changed. They enter the password twice and select Activate account. A password needs at least seven characters, with an uppercase letter, a lowercase letter and a digit.

They sign in. Activation takes them to the Console sign-in page.

If the link has expired, they see "Invalid Invitation" and are asked to contact their administrator. If they have already activated, the link takes them to the sign-in page. Send them Accessing Console as an advertiser for the full steps.

If your Console uses SSO

With SSO, the email link opens a Confirm your email page instead. The page reads "Confirm your email address to activate your account for single sign-on." The person selects Confirm email. Console then takes them to the sign-in page, where they sign in through your identity provider. There is no password to set.

The person must also exist in your identity provider, or they cannot sign in. See Console SSO.

Troubleshooting

I cannot see Invite user. The button is disabled if you are a read-only user. If it is missing altogether, ask your Kevel contact to check how Console is set up for your business manager.

The person did not get the email. Ask them to check junk or spam, and to allow mail from [email protected]. Check the address in the user list, then select Resend invite.

The link says "Invalid Invitation". The link has expired or was already used. Select Resend invite. If they have already activated, they can sign in directly.

The password is rejected on the activation page. It needs at least seven characters, with an uppercase letter, a lowercase letter and a digit.

I invited an address that already had an account, and no email went out. That is expected. Console adds the advertiser to the existing account instead of sending a second invitation. The person signs in as usual and switches advertiser from inside Console.

The person activated but cannot sign in. See the sign-in and password reset steps in Accessing Console as an advertiser.