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User Groups

Amanda Cross
Updated

Ringba lets you to invite users with different roles to your account. With user groups, you make groups of publishers or buyers and invite group managers to check reporting or account settings related to them.

This feature is available to admin users.

User Groups

When you set up a publisher or a buyer, you can invite one or more users from that organization to join your account. Those users have limited access that you control to only information about their own publisher or buyer. 

User groups build on those publisher users and buyer users by adding even flexibility for you. With user groups, you group together multiple publishers or multiple buyers, then invite a user to access information about all the entities in the group.

This table outlines the kind of access a user groups user has:

  Publisher User Group with Admin Report Permission Publisher User Group without Admin Report Permission Buyer User Group with Admin Report Permission Buyer User Group without Admin Report Permission
Payout Yes Yes Yes No
Revenue Yes No Yes Yes
Campaign Name Yes Yes Yes No
Caller ID Yes Yes Yes Yes
Export Report Yes Yes Yes Yes
Target Name Yes No Yes Yes

How to Create a User Group

Use the following steps to create a user group:

  1. In Ringba, navigate to Settings > Manage User Groups.
    manage_user_groups_nav.png
    The Manage User Groups list screen appears with a list of all the user groups in your account.
    manage_user_groups_list_screen.png
  2. Click Add New User Group.
    Fields appear to configure your user group.
    manage_user_groups_screen.png
  3. Complete the fields:
    • Type: Select which type of role the users in the group can manage. You can choose Buyers or Publishers.
    • Admin Report View: Toggle on this switch to let group users see all the report data that an admin can see, including revenue, profit, and payout. See the permissions table earlier in this article.
    • Read only: Toggle on this switch to limit the group users to read-only access. They can see the settings a publisher or a buyer can change but cannot change them.
    • Linked items: Select the list of buyers or publishers that users in this group can manage and/or view data.
  4. Click Save.
    The fields disappear. Now you can invite users.
    user_groups_invite_users.png

How to Invite Users to a User Group

After you create a user group, you can add users to the group.

  • If you just completed the previous procedure, the button to invite users is already on your screen.
  • If not, you can navigate to the Settings > Manage User Groups screen and click the invite user icon in the Action column for the group where you want to invite the user.
    user_groups_manage_invites_icon.png

Use the following steps to invite users to your user group.

  1. Click Invite User.
    Fields appear to define the user.
    user_groups_invite_users_fields.png
  2. Complete the fields:
    • Email Address: Enter the user's email address. The user does not need to already be a user in your account.
    • Confirm Email: Retype the user's email address to verify it is correct.
    • First Name: Enter the user's first name.
    • Last Name: Enter the user's last name.
  3. Click Invite.
    Ringba sends an email invitation to the user. You can see the pending invitations here.
    user_groups_pending_user.png
    Tip: Click the <> icon to copy the user's invitation URL. If the user has trouble receiving the email, you can share this link with them instead

User Groups FAQ

What should I do if I need help with Ringba User Groups?

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

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