User Management

This page describes the workflow for creating and editing users in Adhese.

Managing users via Keycloak

The Administration screen can only be accessed by administrators. Users with other access levels are not authorized to perform the described actions.

1. Log in to your Adhese instance.
2. Navigate to Users in the Admin panel. You will be redirected to the Users tab in Keycloak in the Realm corresponding to your instance

3. Manage users (create a new user, edit or remove existing users)

Creating a new user

When creating a new user, the following information is required:

• Username
• Email

After creating a new user, go to the Credentials tab

• Click Credentials Reset and choose one of the following actions: Update Password / Update Profile and Verify Email.
• Set an expiry value for the link.

You should first create a new user and save before sending the credentials mail or the mail will not be sent.

Go to the Role mapping tab and assign the new user a role.

Legacy User Management

The following is User management documentation from before Keycloak. It should be considered Legacy documentation and is only relevant for accounts on older versions of Adhese.

Users

Users are the people who perform tasks in Adhese.

The Users screen shows the users who have access to your Adhese account.

The Users screen presents a table with four columns:

1. The Name column presents the name of the user.
2. The Users role column displays the role of the user within Adhese.
3. The Active? column specifies whether the status of the user is active or not.
4. The Last used column indicates when changes were made to the user account or when the user last logged in.

To create a new user, click the Create a new user button.

To edit a user, click the name of the user to modify or use the edit icon .

User levels

Administrators can define user groups or user levels such as administrators, salespersons, or traffickers. Each group has its own set of access and usage rights for Adhese.

We are currently updating and improving this feature. Contact Support if you wish to create a new user level or edit an existing user level.

Creating a new user

To create a new user:

<div class="wiki-content" data-inline-comments-target="true" id="bkmrk-click%C2%A0admin%C2%A0in-the-l">3. Click the *Create a new user* button. The *Create a new user* screen opens.  
    [![create_a_new_user3.png](https://documentation.adhese.org/uploads/images/gallery/2024-06/scaled-1680-/xTunUG4KQ3Idtiir-create-a-new-user3.png)](https://documentation.adhese.org/uploads/images/gallery/2024-06/xTunUG4KQ3Idtiir-create-a-new-user3.png)
4. Define the following details for the new user: 
    - Select a publisher in the **Company** drop-down. This property determines for which publishers and/or sub-publishers a user can create a campaign. Accordingly, the *Campaign* overview will only show the campaigns from the relevant (sub)publishers.
    - Choose a username in the **Login** field.
    - Pick a password in the **Password** field.
    - Determine whether or not the user's status is active in the **Active** drop-down.
    - Select a user level in the **User type** drop-down.
    - Select the user's default campaign priority in the **Default order priority** drop-down. The default order priority is the default value of a [priority](https://support.adhese.com/hc/en-us/articles/7396993358876--Add-a-campaign) when you are creating a campaign. The default value is the highest available priority.
    - Select the user's maximum campaign priority in the **Maximum order priority** drop-down. For example, a user can book a campaign at any priority if you set the maximum priority value at *paying*. However, if you set this value *in-house*, the user can only book campaigns at the *in-house* priority level or a lower priority like *stopper*. The default value is the highest available priority.
    - Enter the first name of the user in the **First name** field.
    - Enter the last name of the user in the **Last name** field.
    - (Optional) Select the gender of the user in the **Gender** drop-down.
    - Select the language of the Adhese interface in the **Language** drop-down. The following languages are available: English, Dutch, and French.
    - Enter the user's email address in the **Email** field.
    - (Optional) Enter the user's phone number in the **Phone** field.
5. Click *Save*.

</div>\### Edit a user

To edit a user:

<div class="wiki-content" data-inline-comments-target="true" id="bkmrk-1.-go-to-the-%2Aadmini">1. Go to the *Administration* screen. Click *Admin* in the left navigation menu. 2. Click *Users*. 3. Click the edit icon ![Edit_icon.png](https://support.adhese.com/hc/article_attachments/12366957522460) or the user's name for the user you want to edit. The *Edit user* screen opens: [![edit_a_user1.png](https://documentation.adhese.org/uploads/images/gallery/2024-06/scaled-1680-/3DGTajz49270NqaC-edit-a-user1.png)](https://documentation.adhese.org/uploads/images/gallery/2024-06/3DGTajz49270NqaC-edit-a-user1.png) 4. Change any of the user's details. 5. Click *Save*. The changes are visible after the user logs out and logs back in.</div><span class="wysiwyg-color-red130">Users with a prefix in their *Login\** field under *Edit User* are managed externally and not by Adhese directly.</span>

<div class="wiki-content" data-inline-comments-target="true" id="bkmrk-go-to-the%C2%A0administra"></div>\### Deactivate or delete a user

Before you are going to delete a user, you should first consider changing its status from active to inactive. To deactivate the status of a user, refer to [Edit a User](https://support.adhese.com/hc/en-us/articles/7412567557660--Edit-a-user) and change the **Active** field from yes to no in the Edit User screen.

To thoroughly delete a user:

<div class="wiki-content" data-inline-comments-target="true" id="bkmrk-go-to-the%C2%A0administra-1">1. Go to the *Administration* screen. Click *Admin* in the left navigation menu. 2. Click *Users*. 3. Click the delete icon ![Delete_icon.png](https://support.adhese.com/hc/article_attachments/12366728944156) for the user you want to remove. 4. Click *OK* to confirm you are sure you want to remove this user.</div>