/
Getting Started

Getting Started

Platform User Access

When first starting with a publisher account, the primary publisher contacts will be sent logins by the Improve Digital team. Each platform user should have their own unique account to access the platform, and an unlimited amount of additional users can be given access, with the following considerations.

User Permissions

An account can be created with the following user rights, allowing either: Create, Read-Only or Hide options for the different platform sections:

  • Home

  • Operations

  • Inventory

  • Clients

  • Settings

  • Reports

  • Info (Invoices)

User Management

Platform access is currently controlled by Improve Digital. To add extra users contact our team with the following information about the new user:

  • First and last name

  • Company email address

  • API access (either yes or no option)

  • Phone contact information

  • Required user rights - see list above

User Passwords

To safeguard your data, we send a link to the contact email address for the first password set up, and subsequent password resets. All user passwords must contain the following:

  • minimum of nine characters in total

  • at least one number

  • at least one uppercase character

  • at least one lowercase character

  • at least one symbol (for example @$#%)

As an added precaution, all users are sent a link to reset their platform password every 90 days from their last password change. This process is automated and full details of the process and where to seek help with this are provided in the reset email.

Subpublisher Logins

Subpublishers are users who can only login to a publisher account to access reporting data for specific sites. Access to these accounts are controlled by the publisher users using the Clients tab.

 

Platform Status

The latest platform and console status can be found on the Status Page. If any scheduled maintenance is planned the details will be available here. Use the Subscribe button or this link to receive email notifications of any updates. 

Notification Centre

Information about the platform, including scheduled maintenance and releases, will be sent in the Notification Centre which can be accessed on the main main with the notification icon  .

If new messages are available since the last login, Notification Centre will open automatically. Mark notifications as read using the tick  icon. The number of unread messages is shown and the count of notifications updates automatically when new messages arrive.