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Manage Users in the Sovrn Platform

How to add a user, remove a user, and change the primary owner of your account.

Find the Manage Users page here in the Sovrn Platform. 

Skip to Section: 

How can I add or remove a user/email to my account? 

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

What will an added user to my account have access to? 

Can I set permissions for an added user? 

Why does a user/email I added to my account appear greyed out? 

Who should be the primary owner of my account? 

How to change the primary owner of my account? 

How can I add or remove a user/email to my account? 

Start at the Manage Users page on the Sovrn Platform.

📄 Note:

You'll need to be the primary account owner in order to add or remove a user. 

The primary owner on the account is indicated by an Screen Shot 2022-12-15 at 11.11.42 AM icon on the line of the email address. 

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. 

If the email you're adding is not already associated with another Sovrn account, you'll be able to add them using the +User button at the top of this page

  • then, submit the email address for the user you'd like to add. 
  • click Send Invite and an email with instructions to login will be sent to that email. The email will appear greyed out until the new user verifies their email. 
  • The new user will be able to access the account via their own credentials after they verify their email and create a login. 

Remove a User

Sometimes you'll want to revoke access from someone who left your company or if they are a previous account owner who has transferred you ownership. To do this, start on the Manage Users page: 

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

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 likely because you are not the primary owner of the account.

The primary owner on the account is indicated by an Screen Shot 2022-12-15 at 11.11.42 AM icon on the line of the email address. 

Only the primary owner can perform these actions. Your options are to: 

  • Contact the primary owner on the account to perform these actions for you. 
  • Contact the primary owner to request that they contact Sovrn Support to make you the new primary owner, so you can be the one to perform these actions moving forward. 

What will an added user to my account have access to? 

The added users in an account have access to all the same things as the primary owner (except for the ability to add and remove users).

This includes all analytics data, payment and tax information, etc. so be sure to keep this in mind when inviting users to your account. 

Added users will be able to access the account via their own credentials, that they set up. 

Can I set permissions for an added user?

Unfortunately, setting user-level permissions is not a feature the Manage Users page offers at this time. Make sure that when you add a user, you are comfortable with them having access to all the analytics data, payment and tax information, etc. as all users will have access to this information when they are added.  

Why does a user/email I added to my account appear greyed out? 

A user/email will appear greyed out until they have received their invitation to join your account and verify their email address. 

Who should be the primary owner of my account? 

The primary owner on an account should be someone in your group who manages other users, payment and tax information, etc. The primary 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 primary password, transfer ownership, etc. 

How to change the primary owner of my account? 

1. Make sure the email of the new owner is added as a secondary user on the account. See above for help on how to do this. 

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