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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

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

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Creating a new user

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

  • Username
  • Email

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After creating a new user, go to the Credentials tab

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  • 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.

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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.

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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 edit.png.

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:

  1. Click Click Admin  in the left navigation menu: the the Administration  screen opens.

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  2. Click Click Users. The Users  screen opens.

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  3.   Click the Create a new user  button. The Create a new user  screen opens.

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  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 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 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  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 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 the Phone  field.
  5. Click Click Save.

Edit a User

To edit a user:

  1. Go to the the Administration  screen. Click Click Admin  in the left navigation menu.
  2. Click Click Users.
  3. Click the edit icon Edit_icon.png or the user's name for the user you want to edit. The Edit user  screen opens:

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  4. Change any of the user's details.
  5. Click Click Save. The changes are visible after the user logs out and logs back in.

Users with a prefix in their Login* field under Edit User are managed externally and not by Adhese directly.

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 to Edit a User and change the Active field from yes to no in the Edit User screen.

To thoroughly delete a user:

  1. Go to the the Administration  screen. Click Click Admin  in the left navigation menu.
  2. Click Click Users.
  3. Click the delete icon delete.png  for the user you want to remove.
  4. Click Click OK to confirm you are sure you want to remove this user.
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