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Create Users in the Swaarm Platform

Create, manage, and delete users in Swaarm.

Updated over a year ago

Create & Manage New User Roles

Admins can create a user via the drop-down Users menu under Organization. Please refer here for a detailed description of the steps and details about each role.

All the fields in the Create User page are mandatory except the expiry date. Once the user creation has been completed, a welcome email is sent to the new user with a temporary password. You can find this password in the Notifications menu if necessary.

You can search for an existing user by name or ID. Additionally, you have the option to filter by the “status” of the user. Users cannot be deleted in the Swaarm platform but instead can be set as Inactive.


Expiration Date

Sometimes, you need to manage the user access in some cases like revoking user access after a specific date or time period, and its management becomes hard (e.g. the user has to be deactivated at the end of the week but the Admin user in charge of it forgets it or has to wake up at an unusual hour).

In such cases, you can set up temporary users by setting an expiration date during the creation of a user. Once the date has been reached the user will lose access to the platform, and its status will be set to 'Inactive'. You can also edit expiration dates for existing users.

💡Note

The expiry date is set as per the platform timezone and will be affected by changes in the timezone.


Users Who Are Already Added As A Publisher

If you are adding a user to the platform who is already added to the Publisher > Contacts and has Partner Platform access, then the newly created user will have the following accesses on the Partner Platform as per its user role. If the user is:

  1. Admin/AdOps/General Manager -

    1. All the publishers and support tickets in the partner platform are accessible

  2. Account Manager

    1. Only the data related to the respective publisher is accessible


Session History

As an Admin, you can view the last login details and the location of your users. This allows transparency and can be beneficial for security, especially when working remotely.

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