Here you'll learn how to manage clients (suppliers) and users in the Campaign Manager.
Create and remove clients
Before a client (supplier) or brand can start creating campaigns, they need to be added to the account. If the client is already included in the product feed, any admin can add them in just a few clicks.
To get started, click + Client in the main menu in the retailer overview.
Or go to the client list that you can access from the Client management option in the lower left corner, and click + Client from there.
Type in the name of the client or brand you want to onboard and press Enter. Next, select the client you’d like to add.
Finally, click Add client:
Remove a client
Navigate to the client overview by clicking on the client’s name in the left-hand menu.
Now click on Client management in the left menu and then Delete account.
Finally, enter the Client-ID (found in the account details) to confirm the removal, then click Delete account again.
Create user
You can add users to grant them access to the Campaign Manager. These users are separate from those in the Voyado Product Discovery application. If a user is created under a specific client, they can only access that client. However, if the user is created under the admin account, they will have access to all clients.
Start by accessing the client list and selecting the client for whom you want to add a user.
Now, click Client management in the lower left corner.
Navigate to Users and click + Create user.
Finally, fill out the required user information and hit Save. There are two user roles, Admin and Users.
- Users can create campaigns but not activate or pause them
- Admin can activate or pause campaigns as well as create new users and clients
The username and email have to be unique and can only be used once.
Invite the user
When the user is created, share the credentials with the person for whom you have created access. If you share the credentials unencrypted, like in an email, it's recommended that the user change the password at first login, see below. The new user needs the URL to the campaign UI as well. It's the same one you use: https://v3.app.nexta.io/
Change password
Since the password is created when the user is, the user is recommended to change it as soon as they can access the account. That can either be done by clicking the Forgot password link on the login page and following the instructions in the email:
Or access My account from the top right corner and then navigate to Password. Keep in mind that you can only access My account when a client is selected, and not the client list.