Create and Manage Users

You can create users in Demandbase individually or add users in bulk.

After you create a user, you can change their permission sets, department, or user view. You can also reset the user's password if you use the Demandbase Authentication login method.

To create users for Demandbase One for Sales, see Create Users for Demandbase One for Sales.

Important: 

• Demandbase doesn’t delete assets such as lists, filters, and reports created by a user when you delete the user.
• If you delete a user that created activated Automations, Demandbase deactivates them and you must reactivate them manually. See Activate an Automation.
• The top right bar chart shows the number of seats available for your company.
  

Prerequisites

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Create a User

1. From the left navigation bar, go to Settings > User Management > Users and click Create New.
2. In the window that opens, enter the following:
   • Name: User’s full name.
   • Email: User’s email address (don't include spaces or parentheses after the domain).
   • Permissions Sets: Select one or more permission sets for the user. You can add multiple permission sets by selecting each one individually from the drop-down list.
   • Department: User’s department. 
   • View: User’s view.
   • Job Function: User’s job function.
     Important: The options for Job Function can’t be edited.
     
3. Click Create.
   Important:
   • After you create a user, Demandbase sends an email to the user with login instructions and also adds the user to the Users table.
   • If you reach the maximum number of allowed users, Demandbase shows an error message. Delete existing users or reach out to your account manager to upgrade your plan.

Manage a User

1. From the left navigation bar, go to Settings > User Management > Users.
   Tip: Use the top filters to find users by their assigned department, user view, permission set, or workspace (if available).
   
2. Hover the user’s email, click the gear icon that appears, and select one of the following options:
   • View Details: View details about the user, including their assigned permission sets.
   • Delete User: Delete the user.
     Important: This option cannot be undone. You cannot recover deleted users.
   • Reset Password: Reset the user's password (if using Demandbase Authentication log in method)
   • Change Permission Sets: Add or remove permission sets assigned to the user.
   • Change Workspace: If you have a license for Workspaces, you can update the Workspaces the user can access. See Change Workspaces for Users.
   • Change Department: Update the user’s department.
   • Edit Profile: Update the user’s profile. You can change their first and last name, email address, user view, department, permission sets, and job function.
   • Change View: Update the view for the user.
     

Manage Multiple Users

1. From the left navigation bar, go to Settings > User Management > Users.
   Tip: Use the top filters to find users by their assigned department, user view, permission set, or workspace (if available).
2. Select the checkboxes for the users you want to manage, click Take action, and select one of the following options:
   • Delete: Delete users.
     Important: This option cannot be undone. You cannot recover deleted users.
   • Change View: Update the view for the users.
   • Add Permission Sets: Add permission sets assigned to the users.
   • Remove Permission Sets: Remove permission sets assigned to the users.
   • Add Workspaces: If you have a license for Workspaces, you can add the Workspaces the users can access.
   • Remove Workspaces: If you have a license for Workspaces, you can remove the Workspaces the users can access.
   • Change Department: Update the department for the users.
   • Reset Password: Reset users password (if using Demandbase Authentication log in method)
     

Create Users for Demandbase One for Sales

You can grant access to Demandbase One for Sales (DBS) by assigning the system-generated Demandbase One for Sales permission set, or by assigning a custom permission set that includes access to Sales.

See Demandbase One for Sales Homepage Licensing and Permissions Requirements and Create and Manage Permission Sets.

Important: 

• Admins do not automatically have access to DBS. Make sure the appropriate permissions are granted to each admin user.
• For customers with a DBS-only license, you can manage users directly in the DBS web app. From DBS, navigate to Settings > Admin Settings > Users, and follow the same steps outlined in, Create a User, Manage a User, and Manage Multiple Users.

1. Create a user in Demandbase One for Marketing (DBM) or DBS (for DBS-only customers). See Create a User.
   Important: Once you create a user in DBM, the user is automatically created in DBS.
2. Assign a permission set for DBS using one of the following options:
   • System-generated Demandbase One for Sales permission set: Go to the user profile > Permission Sets, and select Demandbase One for Sales.
     Tip: This option only grants access to DBS.
     
   • Customized permission set: Go to a permission set > Sales tab, and configure the access level.
     Tip: This option grants access to DBS, in addition to DBM.
     
3. Click Create.