Only Admins can manage users and their roles. From the left navigation bar, go to Settings > User Management > Users to view, create, update, or delete users.
This article addresses how to manage users one-by-one. To add users to Demandbase in bulk, see Add New Users in Bulk to Demandbase.
Create a User
Select Create User, and then add the user's name, email address, and access level (General vs. Admin).
To add a Department, choose from Advertising, DemandGen, Sales, Marketing Ops, and Other.
Choose from various views that you set up. See Create and Manage User Views.
Once added, users receive an email with login instructions.
Edit User Settings: Right-Click on User Name or Email
Right-click on the user's Email or Name to Reset Password, Delete User, Change Role, Change Department, or Change View.
Edit Profile allows you to change which version of Demandbase a user sees (Normal, Show Beta Features, or Alpha) and whether or not to receive the L2A Report or Receive Unmatched Account Report.
Change User Type/Role
To change the User Type, right-click on the user, and select Change Role to General or Admin:
General users do not have access to any of the settings pages, including the users page.
Admin users have full access to Demandbase.
Reset a User's Password
If the user does not use Google to log in, reset their password by right-clicking on the user, and selecting Change Password.
If the user does use Google to log in, select Login with Google to log in to Demandbase.
Can a User's Login Email Address Be Changed?
No, there are dependencies on the existing user login email address across the platform. The recommendation is to delete a user and then recreate them with the desired login email address.
The Total Usage column shows the total number of clicks made in all Demandbase products over the past 14 days by each user.
Displays if the user has logged into the Demandbase platform.
Communication Sync Status
Displays the Communication Sync Status of the user. Communication sync needs to be authorized either through the individual user or through an email service account. Communication sync status will show as Initial until the initial communication sync is completed.