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User Management Page in the Enterprise Dashboard

This article provides an overview of the User Management section of the Enterprise Dashboard. This feature gives administrators the ability to view and edit user information and enroll new users in ad automation. 

Please note we receive data from our partners two different ways:

  1. We are connected directly to a data feed via an external datasource and receive your producer information via that connection. 
  2. We receive the data from you directly via a CSV file that includes all of your producers and their information. 

The functionality available to you via the User Management tab differs based on the way we receive your agent data. 

If you are a partner who provides us with an external connection to automatically receive your producer data and create your ads, watch this video.

If you are a partner who provides us with a CSV list of your producers to create your ads, watch this video.

Thanks for learning with us today! If you have any questions, please reach out to your account manager. For more information on the enterprise dashboard, head back to our help center.

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