Organization-level User Management

Airbridge has two types of user permissions, organization roles and app roles. This guide covers organization roles. For app roles, see Managing App Access.

• Organization role: Defines what a user can do across the organization, such as inviting new users or changing existing users' permissions.

• App role: Defines what a user can do within an app, including which Airbridge features and data they can access.

An organization is the group your registered Airbridge apps belong to. You must select an organization when registering an app. Each plan includes one organization.

The table below compares the main permissions for each organization role.

Note

Only admins and managers can manage organization users as described in this guide. Members have view-only access to the user list.

Click your organization's name in the top-left of the Airbridge dashboard. In [User Management] under the organization settings menu, you can manage in-house users, agencies, and media partners.

Go to [User Management]>[In-house Users] in the organization settings menu to invite new users, change existing users' permissions, or remove users. The supported actions are below.

In [In-house Users], click 'Invite a new user'. Enter or select the following.

• Email account: Enter the user's email account. Add multiple accounts using Enter, Tab, or Space. You can also paste a list from a spreadsheet or Excel file.

• Organization role: Select the organization role to assign. Managers can assign Manager or Member roles only.

• App (optional): Select the apps to grant access to. You can select multiple apps, or invite the user without app access.

• App role (optional): Select the app role. The same role applies to all selected apps.

After entering or selecting the fields, click 'Send invitation' to send an email with the invitation link. The link is valid for 72 hours (3 days) after it is sent. Once it expires, the status changes to 'Expired'. Click 'Resend invitation' to send a new link.

Warning

You cannot change or remove permissions for the users below.

• The only user with the Owner app role for an app: app role change, app access revocation, and removal from the organization are all blocked.

• Yourself or a customer success manager: organization role change and removal from the organization are both blocked.

• A user with a higher organization role than yours: the role cannot be changed and the user cannot be removed. For example, managers cannot change or remove admins.

• Change organization role: Select the users to update. Click 'Change organization role' to change roles in bulk.

• Change app role: Click 'Manage' next to the user. Click 'Change app role' to change roles in bulk.

• Grant app access: Select the users to grant access to. Click 'Add app' to grant access to multiple apps at once. For apps the user already has access to, only the app role is updated.

• Remove from organization: In [In-house Users], click 'Manage' next to the user, then click 'Remove from organization'. The user loses access to every app in the organization.

• Revoke app access: In [In-house Users], click 'Manage' next to the user, then click 'Revoke app access' or the trash icon. The user's existing API tokens and tracking link API tokens for each app become invalid. Data already collected through tracking links the user created before revocation is retained.

Go to [User Management]>[Agencies] in the organization settings menu to manage agency users in your organization.

[Agencies] has two tabs, [Agencies] and [Users].

You can grant access through any of these paths.

• In the [Agencies] tab, click 'Grant app access'.

• In the [Agencies] tab, click 'Details' next to an agency under a specific app, then click 'Grant app access'.

• If the agency doesn't have app access yet, click the agency in the [Agencies] tab.

Enter or select the following.

• App: Select the apps to grant access to. You can select multiple apps.

• Agency: Select the agency the user belongs to. You can select only one agency. If the agency you need isn't listed, contact your Airbridge CSM.

• Email account: For existing users, select the email account to grant access immediately. For new users, enter the account directly. A 72-hour (3-day) organization invitation link is sent to the new user.

• Remove from organization: In the [Agencies] tab, click 'Details' next to the user's agency. Then click 'Remove' on the user, followed by 'Remove from organization'. Alternatively, in the [Users] tab, click 'Manage' and then 'Remove from organization'. Users removed from the organization lose access to every app in it.

• Revoke app access: In the [Agencies] tab, click 'Details' next to the user's agency. Then click 'Remove' on the user, followed by 'Revoke app access'. Alternatively, in the [Users] tab, click 'Manage' next to the user and then 'Revoke app access'. Revoking app access alone keeps the user in the organization.

The [User Management]>[Media Partners] feature in the organization settings menu will be available soon.

The organization settings menu supports these built-in features.

Go to [Airbridge]>[Organization Info] in the organization settings menu to view the organization ID and display name.

• Organization ID: The unique ID Airbridge assigns to the organization. All users can view this ID regardless of role, and it cannot be changed.

• Display name: Initially set to the value entered when the organization was created. Admins can update it later.