In order to provide buyers with an access to their statistics and reports, specific user accounts should be created for them.
Buyer account in PX allows buyer to log in, to manage their campaign settings and to view corresponding reports and statistics.
How to Create a Buyer Account
To allow access for a particular buyer, perform the following:
1. Click Admin -> Buyers, find a desired buyer and click Edit.
2. Navigate to Users section and click Create User.
Fill in the required information and click Create.
User Email and Password entered to the form are login and password that will allow this buyer access to PX.
A new user will appear in User Management spreadsheet in buyer settings.
To remove the user, click Action -> Delete. The user will become inactive and its Status in the spreadsheet will be changed to Deleted.
To reset user password, click Action -> Reset Password, enter a new password twice in the dialog box that appears and click Reset:
To view the PX platform under Buyer account, click Action -> Log In as.
You will automatically log out from your current account and login with credentials of the selected user. Click log out in the upper right corner of the screen to automatically log back into your admin account.
Buyer User Access
Buyer users have an access to Dashboard, Leads, Campaigns, Billing and Reports, including the following:
- Audience Report
- Buyer Campaign Report
- Buyer Report
- Source Quality Score report
- Transactions Outbound Report.
For more information, follow Buyer Guide.