This article describes users in your Ringba account. Depending on their role, different users have access to different data and features in your account. You invite users to your account and Ringba sends them an invitation link via email. The user clicks the link to accept the invitation. Then the user sets up a password and multi-factor authentication, if they don't have them set up already.

Creating users is available to admin users. This feature is included in all Ringba subscription plans: Business, Professional, and Enterprise.

This article contains the following sections:

• Users Screen
• Inviting a User
• Exporting a Spreadsheet of Users
• Users FAQ and Troubleshooting

Users Screen

You navigate to the Users screen by clicking Settings > Users in the left navigation bar. You can use the search tools at the top of the screen to search for users by name or email address and filter results by user role.

A table appears with a row for each user in your account. The table contains the following columns:

• Name: The user's name.
• Email: The user's email address. The user uses this to sign in to Ringba.
• Role: The user's role. In addition to the roles described in the User Roles article, you might also see <None> in this column to indicate that you previously removed the user from your account.
• Invitation: The status of the invitation to join the account. This column contains Pending, Accepted, or Expired.
• Export Reports: Indicates whether the user has permission to export reporting data from your account.
• Actions: Click the word or the three-dot button in this column to perform an action on this user. See Available Actions later in this article.

You can click most of the column headers to sort the users by the value in that field. Click the header again to reverse the sort, and click it a third time to remove the sort.

Available Actions

The Actions column shows either a single link or a three-dot button to open a menu of actions:

The following list explains the actions available on this screen:

• Delete: Remove the user or invitation.
• Copy Invitation: This action appears only if the Invitation is Pending. Choose this action to copy to the invitation URL so you can send it to the invited user, in case they are having trouble with their email invitation.

How to Invite a User

Use the following steps to invite a user to your account:

1. Navigate to Settings > Manage Users.

1. Click Add User.
   The Add User drawer opens.

2. Complete the fields in the drawer:

   • First Name
   • Last Name
   • Email
   • Confirm Email
   • Role
   • Related To: This field appears if you select Buyer, Publisher, Buyer Manager, or Publisher Manager in the Role field.
3. Click Add.
   After you send the invitation, the user receives an email to complete their registration and access their account.

Important: Tell your users to sign out of all Ringba accounts before clicking the email link to accept the invitation you send them. Being logged in to another account when accepting an invitation can cause problems with logging in to the new account.

Exporting a Spreadsheet of Users

You can export a CSV file that contains a row for each user in your account. The CSV contains the following columns:

• Name: The user's first and last name. You enter these values when you invite a user and the user can change them on the Settings > Profile screen.
• Phone Number: Users can enter their phone number on the Settings > Profile screen.
• Email: The user's email address. Users use this value to log in to Ringba.

• Role: The user's role in this account. The values in this field correspond to the user roles you see in the Manage Users screen. This column can contain the following values:

  • admin: An admin user
  • user: A report-access user
  • affiliate: A publisher user
  • affiliate_manager: A publisher-manager user
  • buyer: A buyer user
  • buyer_manager: A buyer-manager user
  • <None>: A user who you previously removed from your account
• Invitation: The invitation status. This column can contain Pending, Accepted, or Expired.
• Can Export Reports: Indicates whether the user has permission to export reporting data from your account. This column contains Yes or No.

Users FAQ and Troubleshooting

How can I help someone who's having trouble with their invitation?

If the user is not receiving the invitation email for some reason, you can copy an invitation link to send to them directly. Go to the Settings > Users screen, find their user, and choose Copy Invitation from the menu that appears when you click the three-dots button in the Actions column.

Regardless of whether the email arrives, you should remind your users to sign out of any other Ringba accounts where they might be logged in before accepting the invitation you send them. Being signed in to another account when accepting an invitation can cause problems with signing in to the new account.

Why isn't my admin user receiving all the emails and notifications from Ringba?

By default, all admin users in your account receive all emails and notifications from Ringba. However, you can contact Ringba Support to request some or all of the emails and notifications be stopped for an admin. If you are having problems with an admin not receiving emails or notifications, contact support to see whether the user previously requested notifications be disabled.

What should I do if I need help?

If you have any questions or need additional help with your users, please reach out to our support team via chat or email at support@ringba.com.