User Management and Auditing

  • Updated

Overview

This article walks through self-service ABM Platform user creation, updating and downloading of users. The ability to create users and add/update permissions and accounts is only available for users with the Administrator role for their account.

Furthermore, as a part of our security compliance processes, we highly recommend that you periodically audit your users to ensure the proper access controls are being managed. This is an effort to help remind you to take the necessary steps to keep your business data safe and secure from unauthorized access.

Creating an ABM Platform User/Login

Here are the steps to create a new user in the ABM Platform.

Step 1: Admin Mode

1.1. Enter Admin Mode by selecting the gear icon located in the top right.

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1.2. To check if this user already exists, enter their email address in the search bar.

1.3. Click the Create New User button.

Step 2: Create New User

2.1. Enter the user's information First Name, Last Name, and Email address.

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2.2. Using the Role Descriptions as guidance, select the appropriate role for the user.

2.3. Click Save to complete the user creation. The new user will receive a confirmation email with instructions for verifying their email address and setting up a password.

Update User Permissions

From Admin Mode follow these steps to add or update user permissions in the Demandbase Platform.

Step 1: Click Edit

Click next to the user you would like to manage.

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Step 2: Add or Remove an Available Role

2.1. Using the Role Descriptions as guidance, select the appropriate role for the user. Click the X next to the role to remove a role.

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2.2. Click Save when you're finished editing the user.

Remove a user

From Admin Mode follow these steps to remove the user in the Demandbase Platform.

Step 1: Click Delete

Click Delete next to the user you would like to remove.

Step 2: Click Delete in the Dialogue box

Click Delete to confirm that you would like to remove the user.

Adding an Account for an Existing User

From Admin Mode click Edit next to a user's name and follow these steps.

Step 1: Click Add another account

Step 2: Select the Appropriate Role

Using the Role Descriptions as guidance, select the appropriate role for the user. Click the X next to the role to remove a role.

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Step 3. Save

Click Save when you're finished editing the user.

Downloading Your User List for a User Access Audit

From Admin Mode follow these steps to download your users' lists from the Demandbase Platform.

Step 1: Admin Mode

1.1. Enter Admin Mode by selecting the cogwheel located in the top right.

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1.2. Click Download

Step 2: Click either "Download all users" or "Download filtered users" depending on if you would like the filtered list or the all users list.

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Your download will begin shortly. Please ensure that only those users who are authorized to have access retain access and those who should not are removed from the system.

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