User Management in the Sovrn Platform

Use the Team page to invite new team members to the Platform, remove old users, or manage access controls for users by setting roles.

Add a User

If the email you're adding is already associated with another Sovrn account, you'll need to reach out to Sovrn Support to have them added. 

For any new user that does not have an existing account with Sovrn, you'll be able to add them using the +Invite button at the top of this page. 

• Enter the email address for the user you'd like to add. 

• Select from the available roles what level of access for this user.

• Click Invite and an email with instructions to login will be sent to that email.

• The new user will be able to access the account via their own credentials after they verify their email and create a login. 

• A user will appear greyed out with the note ‘Invited’ until they have received their invitation to join your account and verify their email address. 

Remove a User

To remove access from a user who left your organization, or if they are a previous account owner who has transferred you ownership, start on the Team page: 

• Click the trash can icon next to the email address you'd like to remove. 

Roles

Every Platform account has four roles: Owner, Admin, Editor, and Viewer.

The team member who originally created the platform account is automatically assigned the Owner role, as these permissions are necessary to set up the account and add additional users. Only one user can hold the Owner role at any given time.

You must set a team member’s initial role when you invite them to your platform account.

Added users will be able to access the account via their own credentials.

This table displays the roles and their associated permissions:

Viewer

Viewers have access to view information in the Sovrn Platform but cannot make any changes. This role is designed for users who need insight into your data and product configurations without the ability to modify product settings or administrative controls.

Editor

Editors have the ability to make changes that impact product configurations. For instance, they can modify ad tags, create affiliate links, access reports, and more. However, they cannot add new users to the account or manage billing details. This role is designed for users who need to configure your product integrations.

Admin

Admins can add or remove users and modify billing details, providing significant administrative control. However, they cannot modify the user holding the Owner role, which is the only restriction. This role is intended for users who need broad control over the Sovrn Platform, allowing them to manage most aspects of the account.

Owner

The Owner has ultimate authority over the account, including the ability to request a change to the Owner role.

Why can't I add or remove a user/email to my account?  

If you are unable to add or remove a user/email from the account, it's because you do not have sufficient permissions to do so.

The owner on the account is indicated by an “i” icon on the line of the email address. 

Only the Owner and Admins can add or remove users from an account.

Who should be the owner of my account?  

The owner on an account should be someone in your group who manages other users, payment and tax information, etc. The owner of the account will also receive email notifications, reports, etc. that are generated from the Platform. 

Make sure this is an email account that remains accessible to at least one person in your group. This is the email you'll need access to in order to verify ownership of the account for your group. You'll need to be able to login via this account in order to reset the password, transfer ownership, etc. 

How to change the owner or email on my account? 

• Make sure the email of the new owner is added as a team member on the account. See above for help on how to do this. 

• Contact Sovrn Support to request ownership be reassigned. Be sure to include which email address you'd like ownership applied to.