Companies, users, and user groups

When you set up your account, you define who the users are and what they can do in the account. Using companies or clients and user groups can help you manage users and system security.

There are three user roles:

Team members are users who collaborate on projects, complete tasks, and review creative content.
Project managers are users who create and manage projects and work areas.
System administrators are users who manage the account and security for the account.

You can create user groups to classify users by their job function, such as Marketing or Legal. User groups are a set of users with the same security settings that allow them to access the same projects and libraries.

Adding companies or clients
System administrators can add companies or clients to the account.
Adding users
As the system administrator, when you add a user, you add contact information and define privileges for the user.
Creating user groups
After you add users, you can create user groups for the account.
Client scenario
Scenario: You operate a small ad agency with two clients. You want to give your clients access only to their projects and libraries. You do not want them to know about each other or see each other's projects.
Defining user and group access to projects and libraries
System administrators can define which projects and libraries that users can access.
Resetting a user's password
Users can use the password reset link on the login page to reset their own passwords. However, as a system administrator, you might need to reset user passwords.
Adding vacation dates for users
System administrators can add vacation dates for users. You might do this if a user unexpectedly takes leave from work.
Deactivating users
When a user no longer needs access to Marketing Operations OnDemand, system administrators can deactivate their user accounts.
Deleting users
When a user no longer needs to access Marketing Operations OnDemand, you can delete the user's profile from the system.
Modifying and deleting user groups
System administrators can modify user groups by changing the group name, adding or removing users, and modifying group security. They can also delete the user group.

Parent topic: IBM Marketing Operations OnDemand System Administrator's Guide