{"__v":1,"_id":"57e1267e8929550e00f1d9ed","category":{"__v":4,"_id":"566f7a1ae144ab0d00e9732f","pages":["566f7af8fcaa550d00e05284","566f7b10e144ab0d00e97330","566f827be144ab0d00e9733b","567092be81801f0d00802f9a"],"project":"5429beef1163360800ed31fa","version":"5429beef1163360800ed31fd","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-12-15T02:25:30.767Z","from_sync":false,"order":0,"slug":"publisher-setup","title":"Customer Setup"},"parentDoc":null,"project":"5429beef1163360800ed31fa","user":"57ab158c54fa780e006c538b","version":{"__v":21,"_id":"5429beef1163360800ed31fd","project":"5429beef1163360800ed31fa","createdAt":"2014-09-29T20:19:59.904Z","releaseDate":"2014-09-29T20:19:59.904Z","categories":["5429beef1163360800ed31fe","55e74e1f5d36b32b002563fa","55e7500a73169617001f2e86","55e76b8196131b2f00bf4b72","55e89569cdbb8a350096df9c","55f8935eb089b71700a8364e","55f8a67d3bb4bb0d0022d093","55f9dbefc7ef770d00d9bf6d","5601c21a22ecf60d002b27b3","5601c21ff12aee0d001bb06e","5601c2256c7b610d00280db5","5601c22c22ecf60d002b27b4","5603738d0c78b00d0039af47","5626f70bfcbbc621004ebf52","566f7a1ae144ab0d00e9732f","566f85ca7820960d00c3b93d","56708ce43a32d20d00c45cbf","56708d436995210d003aad8e","5736471abe10a9200030732c","57a82c7aff9bd30e00a6f1c1","591b8500e3992319007190f4"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2016-09-20T12:07:26.316Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"There are two ways in which you can add new Advertisers/Publishers to your Adsnative account. They are:\n\n   1.  Invitation through email.\n   2. Self serve registration.\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1a. Invitation through email for Publishers\"\n}\n[/block]\nTo invite a new publisher using his/her email, you’d need to follow the steps mentioned below:\n\n1. Navigate to settings.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/c18c077-Screen_Shot_2016-09-20_at_5.47.22_PM.png\",\n        \"Screen Shot 2016-09-20 at 5.47.22 PM.png\",\n        1438,\n        536,\n        \"#f8f9f9\"\n      ]\n    }\n  ]\n}\n[/block]\n\n2. Scroll down to the user management at the bottom of the page.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/940287d-Screen_Shot_2016-09-20_at_5.50.30_PM.png\",\n        \"Screen Shot 2016-09-20 at 5.50.30 PM.png\",\n        1864,\n        336,\n        \"#e4e7ea\"\n      ]\n    }\n  ]\n}\n[/block]\n\n3. Here, enter the email of the publisher that you’d like to invite and click +INVITE.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/09044e4-Screen_Shot_2016-09-20_at_5.52.02_PM.png\",\n        \"Screen Shot 2016-09-20 at 5.52.02 PM.png\",\n        920,\n        282,\n        \"#bcc4c7\"\n      ]\n    }\n  ]\n}\n[/block]\n\n4. The publisher will receive a mail with the activation link. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/dfd78c2-welcome_mail1.png\",\n        \"welcome mail1.png\",\n        1164,\n        962,\n        \"#dbe2e8\"\n      ]\n    }\n  ]\n}\n[/block]\n\n5. Clicking on the activation link will redirect the user to the change password screen after which he'll be able to login to his/her Adsnative account.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3358c6f-login.png\",\n        \"login.png\",\n        1876,\n        1302,\n        \"#042443\"\n      ]\n    }\n  ]\n}\n[/block]\n\n6. Once the publisher has registered he’ll show up under the user management section and you (as an Admin) will be able to edit his permissions for Advertiser and Sites.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/ab0cc9c-Screen_Shot_2016-09-20_at_6.00.11_PM.png\",\n        \"Screen Shot 2016-09-20 at 6.00.11 PM.png\",\n        2388,\n        1262,\n        \"#2a3e4b\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1b. Invitation through email for Advertisers\"\n}\n[/block]\nTo invite a new Advertiser, follow the steps mentioned below:\n\n1. Navigate to the private exchange management section and click on +ADD EXCHANGE DEMAND\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/86fb49a-Screen_Shot_2016-09-20_at_6.01.53_PM.png\",\n        \"Screen Shot 2016-09-20 at 6.01.53 PM.png\",\n        1870,\n        342,\n        \"#d6e2ea\"\n      ]\n    }\n  ]\n}\n[/block]\n\n2. Enter the organisation name/Company name of the advertiser and provide an email id of the user that will be the Admin for this Advertiser account.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8e9fc06-Screen_Shot_2016-09-20_at_6.02.37_PM.png\",\n        \"Screen Shot 2016-09-20 at 6.02.37 PM.png\",\n        1758,\n        676,\n        \"#2c4456\"\n      ]\n    }\n  ]\n}\n[/block]\n\n3. Clicking on +Add will send out an activation link to the Advertisers email ID clicking on which he’ll be redirected to the change password screen and then he’ll be able to login to his Adsnative account.\n\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Self serve registration for Publishers/Advertisers\"\n}\n[/block]\nUsing self serve registration Advertisers and Publishers can submit application to become a part of your network instead of you having to invite them. The steps in the self serve registration flow are as follows:\n\n1. Navigate to the self serve registration form. The form will look as below but can be customized according to your needs.\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/a507c93-Screen_Shot_2016-09-20_at_6.05.16_PM.png\",\n        \"Screen Shot 2016-09-20 at 6.05.16 PM.png\",\n        1328,\n        1294,\n        \"#349a96\"\n      ]\n    }\n  ]\n}\n[/block]\n2. The Advertiser/Publisher needs to select the appropriate check box for them and fill out the details. The fields marked with (*) are mandatory. Custom fields can be added to the form if you want to gather additional information about the Advertiser/Publisher.\n\n3. Once the Advertiser/Publisher has filled out the form and clicked on the Register button, this Advertiser/Publisher will show up under the Account approval section which is accessible to only the Admins of your network. A email notification will also be sent out to all the Admins of the network asking for their approval.\n\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4bee1b4-Screen_Shot_2016-09-20_at_6.06.30_PM.png\",\n        \"Screen Shot 2016-09-20 at 6.06.30 PM.png\",\n        1844,\n        336,\n        \"#5e768d\"\n      ]\n    }\n  ]\n}\n[/block]\n4. Here, as an admin of your network, you can either Approve or Reject an Advertiser/Publisher. \n\n5. Once an Advertiser/Publisher has been approved by an Admin from your network, the Advertiser/Publisher will receive an activation link on the email that he provided on the registration form.\n\n6. Clicking on this link will redirect him to the password reset screen and then he can login to his Adsnative account.\n\nNote: The entire flow for the self serve registration can be whitelabeled to include your custom logos on the registration form, email notification to the Advertiser/Publisher and the activation mails. The domain of the originating mail notification can also be whitelisted to point to your domain. You can refer to this [Adsnative dev doc](https://dash.readme.io/project/antest/v1.0/docs/white-labeling-features) for further illustration on the whitelabeling capabilities that Adsnative support.","excerpt":"This document will provide you step by step guide for setting up your AdsNative account","slug":"account-setup","type":"basic","title":"Account Setup"}

Account Setup

This document will provide you step by step guide for setting up your AdsNative account

There are two ways in which you can add new Advertisers/Publishers to your Adsnative account. They are: 1. Invitation through email. 2. Self serve registration. [block:api-header] { "type": "basic", "title": "1a. Invitation through email for Publishers" } [/block] To invite a new publisher using his/her email, you’d need to follow the steps mentioned below: 1. Navigate to settings. [block:image] { "images": [ { "image": [ "https://files.readme.io/c18c077-Screen_Shot_2016-09-20_at_5.47.22_PM.png", "Screen Shot 2016-09-20 at 5.47.22 PM.png", 1438, 536, "#f8f9f9" ] } ] } [/block] 2. Scroll down to the user management at the bottom of the page. [block:image] { "images": [ { "image": [ "https://files.readme.io/940287d-Screen_Shot_2016-09-20_at_5.50.30_PM.png", "Screen Shot 2016-09-20 at 5.50.30 PM.png", 1864, 336, "#e4e7ea" ] } ] } [/block] 3. Here, enter the email of the publisher that you’d like to invite and click +INVITE. [block:image] { "images": [ { "image": [ "https://files.readme.io/09044e4-Screen_Shot_2016-09-20_at_5.52.02_PM.png", "Screen Shot 2016-09-20 at 5.52.02 PM.png", 920, 282, "#bcc4c7" ] } ] } [/block] 4. The publisher will receive a mail with the activation link. [block:image] { "images": [ { "image": [ "https://files.readme.io/dfd78c2-welcome_mail1.png", "welcome mail1.png", 1164, 962, "#dbe2e8" ] } ] } [/block] 5. Clicking on the activation link will redirect the user to the change password screen after which he'll be able to login to his/her Adsnative account. [block:image] { "images": [ { "image": [ "https://files.readme.io/3358c6f-login.png", "login.png", 1876, 1302, "#042443" ] } ] } [/block] 6. Once the publisher has registered he’ll show up under the user management section and you (as an Admin) will be able to edit his permissions for Advertiser and Sites. [block:image] { "images": [ { "image": [ "https://files.readme.io/ab0cc9c-Screen_Shot_2016-09-20_at_6.00.11_PM.png", "Screen Shot 2016-09-20 at 6.00.11 PM.png", 2388, 1262, "#2a3e4b" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "1b. Invitation through email for Advertisers" } [/block] To invite a new Advertiser, follow the steps mentioned below: 1. Navigate to the private exchange management section and click on +ADD EXCHANGE DEMAND [block:image] { "images": [ { "image": [ "https://files.readme.io/86fb49a-Screen_Shot_2016-09-20_at_6.01.53_PM.png", "Screen Shot 2016-09-20 at 6.01.53 PM.png", 1870, 342, "#d6e2ea" ] } ] } [/block] 2. Enter the organisation name/Company name of the advertiser and provide an email id of the user that will be the Admin for this Advertiser account. [block:image] { "images": [ { "image": [ "https://files.readme.io/8e9fc06-Screen_Shot_2016-09-20_at_6.02.37_PM.png", "Screen Shot 2016-09-20 at 6.02.37 PM.png", 1758, 676, "#2c4456" ] } ] } [/block] 3. Clicking on +Add will send out an activation link to the Advertisers email ID clicking on which he’ll be redirected to the change password screen and then he’ll be able to login to his Adsnative account. [block:api-header] { "type": "basic", "title": "2. Self serve registration for Publishers/Advertisers" } [/block] Using self serve registration Advertisers and Publishers can submit application to become a part of your network instead of you having to invite them. The steps in the self serve registration flow are as follows: 1. Navigate to the self serve registration form. The form will look as below but can be customized according to your needs. [block:image] { "images": [ { "image": [ "https://files.readme.io/a507c93-Screen_Shot_2016-09-20_at_6.05.16_PM.png", "Screen Shot 2016-09-20 at 6.05.16 PM.png", 1328, 1294, "#349a96" ] } ] } [/block] 2. The Advertiser/Publisher needs to select the appropriate check box for them and fill out the details. The fields marked with (*) are mandatory. Custom fields can be added to the form if you want to gather additional information about the Advertiser/Publisher. 3. Once the Advertiser/Publisher has filled out the form and clicked on the Register button, this Advertiser/Publisher will show up under the Account approval section which is accessible to only the Admins of your network. A email notification will also be sent out to all the Admins of the network asking for their approval. [block:image] { "images": [ { "image": [ "https://files.readme.io/4bee1b4-Screen_Shot_2016-09-20_at_6.06.30_PM.png", "Screen Shot 2016-09-20 at 6.06.30 PM.png", 1844, 336, "#5e768d" ] } ] } [/block] 4. Here, as an admin of your network, you can either Approve or Reject an Advertiser/Publisher. 5. Once an Advertiser/Publisher has been approved by an Admin from your network, the Advertiser/Publisher will receive an activation link on the email that he provided on the registration form. 6. Clicking on this link will redirect him to the password reset screen and then he can login to his Adsnative account. Note: The entire flow for the self serve registration can be whitelabeled to include your custom logos on the registration form, email notification to the Advertiser/Publisher and the activation mails. The domain of the originating mail notification can also be whitelisted to point to your domain. You can refer to this [Adsnative dev doc](https://dash.readme.io/project/antest/v1.0/docs/white-labeling-features) for further illustration on the whitelabeling capabilities that Adsnative support.