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 a ABM Platform User/Login
- Updated User Permissions
- Remove a User
- Adding an Account to an Existing User
- Download Your User List for a User Access Audit
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.
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.
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.
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.
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.
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.
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.
