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How To: Add an Account
How To: Add an Account
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Written by Caitlin
Updated over a week ago

Introduction:

Sometimes, more than one account is needed. You may want a new account to keep offers better organized, or you have one account per media buyer, or whatever it may be. The OddBytes Platform allows you to have several accounts within one company to help support whatever organizational needs you may have.

The below instructions will walk you through how to set up a new account.

Add an Account:

  1. Log in to the platform.

  2. In the left side navigation, click ‘Settings’.

  3. Click ‘General Settings’.

  4. Under ‘Accounts’, click “+” icon to the right.

  5. Enter the name of the new account.

  6. Click 'Next'.

  7. Enter the account's contact details.

    1. If you’d like to default to the company contact details, select ‘Use company contact data’.

  8. Click 'Create'.

    1. Please note: Do not close the Account Creation Wizard until the messaging updates to confirm the account has been successfully created.

Assign a User:

If you have a user which is not designated as a Master User, and the user should access the newly created account, please assign the user to the account.

  1. Click the arrow to the right of the account name.

    1. This will open up the account settings.

  2. Find the 'Assigned User' section.

  3. Within the drop down, select the user to be assigned to this account.

  4. Click 'Add'.

For more information on how to create or remove a user, please click here.

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