Invite User to Console

Overview

The Invite User feature allows Admins (both Publisher and Advertiser level) to invite collaborators to their Console Business Manager directly - without needing to create credentials manually.

This feature simplifies onboarding by sending an automatic invitation email, where the new user can activate their own account.

Accessing the Invite User Option

Depending on your role and context, you can invite users from two locations in Console:

1. Publisher-level Invitation

Select your Publisher from the advertiser list in the navigation.
_(psst: You can always tell who is the Publisher by this "verified" icon) _
Go to Client management.
Open the Users tab.
Click Invite user.

2. Advertiser-level Invitation

Select the relevant Advertiser from the Advertiser list.
Go to Client management → Users.
Click Invite user.

Sending an Invitation

When you click Invite user, a form appears where you provide the user’s details:

Field	Description
First name	User’s first name (e.g., `John`)
Last name	User’s last name (e.g., `Doe`)
Email	Must be unique. You can use `+` addressing to invite multiple users with variations, e.g. `[email protected]`.
Role	Assign an appropriate role based on permissions. See User Roles and Access Levels for details.

After filling the form, click Send invite. The invited user will receive an email invitation containing a link to activate their account.

Invitation Flow

1. Pending Invitation State

Once the invite is sent, the user appears in the list with a “Pending” label until they activate their account.

2. Invite Email & Activation

The user receives an email with a “Join Console” button.

The link is valid for 7 days.
If it expires, the Admin can resend the invitation.

When the user clicks the invite link:

They are redirected to the Create Account page.
They choose a Username (one word) and Password (entered twice for confirmation).
After clicking Activate Account, they are redirected to the Console instance.

Managing Invites

Admins can manage pending or active invites directly from the Users tab.

Click the more options (⋮) icon next to the user to:

Resend invite – Reissues the activation email.
Delete – Revokes the pending invite permanently.

Permissions and Roles

The available roles depend on where the invitation is created:

Level	Roles Available	Description
Publisher	Publisher Admin, Publisher User	Controls access across all advertisers under the publisher.
Advertiser	Client Admin, Client User	Controls access for a specific advertiser.

For detailed role descriptions, see:

Key Notes

Invitations expire after 7 days.
Pending invites can be resent or deleted at any time.
Once accepted, the user appears in the user list.
Admins remain the only users who can create, invite, or remove other users.