> For the complete documentation index, see [llms.txt](https://docs.exads.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.exads.com/ad-server/accounts/saas-network-edit-client.md). # Editing Client Accounts ![The Accounts Tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FeeANWiJ3tjr3suLco60f%2Faccounts_company_blurred_2.png?alt=media\&token=ddb1bd45-3ffd-41b2-ba43-6e9c20f35462) ## Editing Account Details Click on the **Edit** icon on the left side of any account to edit the account details. You will now see six tabs in which you can edit the details of the account (if all are enabled). ### Required Fields **Internal account users** There are no required fields when editing internal account users except for **Username** in the **Account Setup** tab. **External account users** When creating an external account user for the first time, the only required field is their email address in the **Account Setup** tab. Once an external account user has accepted an invite and signed up: * The **First Name** and **Last Name** in the **Profile** tab must be filled in. * In the **Profile** tab, if **Company** is selected for **VAT/Tax Type**, a **Company Name** must be entered. * In the **Payments Settings** tab (if enabled), once a **Payment Type** is selected, the details for it must be filled in. {% hint style="info" %} You will see error messages in the top right when you click **UPDATE ACCOUNT** if you have not filled in any required fields. The required fields are marked in red. {% endhint %} ### Account Setup ![The Account Setup](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FdY8P9gQ9mPi3yn9VTQ5I%2Fsaas-accounts-account-setup1.png?alt=media\&token=0592636d-04c0-4b52-89bc-8776bf6aa09e) In this tab you can view the general details of the account, from the username to the account type to the currency. * You can use the switch to change the user from an external to an internal account user. * You can edit the email of the user here, and resend the invitation email if necessary. * Use the **Account Manager** drop-down to choose an account manager to assign the account to. You will also see other admin users listed here (Super Administrator, Agent, Administrator) and can assign the account to them too. * You can add or delete labels associated with this account to help you categorize it. ### Profile ![The Profile Tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FuteDobZCa75k9K3u0fxl%2Fsaas-accounts-profile.png?alt=media\&token=c11522d8-2530-4539-bf3f-ccc83dfd841a) In this tab you can edit the **First Name** and **Last Name** (both mandatory) of the user, their phone number and address. * Use the **VAT/Tax Type** radio button to set whether the account has a **Company** or **Individual** type. If you choose **Company**, then you must enter the **Company Name**. * Enter the **VAT/Tax ID** as well as the **Company Name**. * In the **Communication Settings** section, you can set whether the account receives emails and notifications, and is signed up to your newsletter. * In the **Security** section, you can change the password and enable/disable two-factor authentication. ### Settings ![Settings](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FkqfBAPcXyuohs2rqkmGA%2Fsaas-accounts-settings.png?alt=media\&token=82f5f8e7-5281-437c-ad65-7f8fc2bb13ee) #### General * **Account Status**: Set the overall status of Advertiser and Publisher accounts: * **Active**: Publisher is active. * **Email Not Verified**: Will be set automatically when the account user hasn’t clicked the verification link in their email yet. * **Archived**: The account has been archived. {% hint style="info" %} If you choose **Archived** as your **Account Status**, a **Reason for Archive** drop-down will appear under **Account Status**. Here you can choose from 3 reasons: * **None**: The account has been closed. * **Fraud**: The account has been archived for fraud. * **Inactivity**: There has been no activity on the account for some time. {% endhint %} * **RTB**: Enable to allow Publishers to select RTB Ad Zones when creating zones. Will also allow Advertisers to create Exchange campaigns: * If this is enabled, Publishers will see an extra section in the **Create Zone** screen containing RTB Ad Zone Formats. * In Step 1: **General** of creating a campaign, in the **Campaign Type** drop-down, Advertisers will see an extra option to create an **Exchange** campaign. Choosing this will enable Advertisers to choose an RTB Partner for the campaign. #### Publisher Settings * **Revenue Share**: Set the percentage of revenue generated by their ad zones that the Publisher receives. * The default is 70 percent, i.e. as an Ad Server you will get 30% of the revenue. #### Advertiser Settings * **Advertiser Status**: Use this to set the status of the Advertiser side of this account: * **Verified**: Campaigns are active on the network. * **Not Verified**: Campaigns are not active on the network. Use this to suspend accounts temporarily. * **Certified Advertiser**: Choose whether the Advertiser is certified or not. * **Global Daily Budget**: Set the maximum amount the Advertiser can spend on all campaigns in a day. * **Balance Email Alert**: Set the balance amount below which the Advertiser will receive an email alert. #### Advertiser Campaign Settings ![Advertiser Campaign Settings](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F7GfInZ1YBDbbFL4Urkx6%2FAdvertiser_Campaigns_setting.png?alt=media\&token=499636f8-795a-4c6c-918b-64c2c56f4efd) * **Select Campaign Type**: Use this dropdown to select the Campaign Type for this account. * Standard Campaigns Only (default). * Both Standard and Internal Campaigns. * Internal Campaigns Only. Find out more about [Internal Campaigns](/publishers/sites-and-zones/publisher-internal-campaign.md). * **HTML & iFrame**: Enable adding of HTML & iFrame content in Step 2: **Ads** when creating campaigns. * **VAST Campaigns Settings**: Enable VAST Campaigns. If disabled, the Advertiser will not be able to upload VAST resources to campaigns in Step 2: **Ads** of creating a campaign. * **Email Token**: Enable the {email\_encoded} token to allow the Advertiser to put encoded emails of logged-in users into landing page URLs in Step 2: **Ads** of creating a campaign. * **CPA Campaigns**: This will add new pricing models of CPA or Dynamic CPA for Advertisers creating a campaign on Step 4: **Pricing & Limits**. **Note:** This setting is only available when CPA campaigns are enabled at an Ad Server level. ### Payments Settings {% hint style="info" %} This tab is only available when payments are enabled. {% endhint %} ![Payments Settings](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FjTmtLGI4aiTvjGc6dN17%2Fsaas-accounts-payments-settings.png?alt=media\&token=2eceddd6-3117-474c-b1de-3a0b2bbb42db) #### Publisher Payments * **Payment Mode**: Set whether payment to the Publisher is automatic or manual. Automatic payments will generate invoices automatically on a Weekly or Monthly basis and as chosen by the Publisher: * Weekly invoices are generated on Mondays for the previous week's revenue. * Monthly invoices are generated on the first day of the following month for revenue generated in the previous month. * **Payment Type**: Set the payment type which the Publisher will use, e.g. **PayPal**, **Wire Transfer**, etc. Once you select a **Payment Type**, you can then enter the details for the payment type, and then set your **Minimum Payout**, **Payment Frequency** and **Payment Currency**: * **Minimum Payout**: Set the threshold above which the Publisher will get a payout. * **Payment Frequency**: Set whether automatic payments are generated weekly or monthly. * This setting only affects **Automatic** payments. * **Payment Currency**: Set the currency that the Publisher wants to be paid, USD or EUR. * This allows Publishers to have their invoices generated and paid in the currency of their choice (USD or EUR) instead of the currency of their Admin Panel (the one set at your account level). * This is not applicable for Cryptocurrency Payments, as Payments for Cryptocurrency is done only in USD. {% hint style="info" %} A default **Payment Terms** value is selected based on what **Payment Frequency** is chosen. **Payment Terms** is how long after the invoice issue date the account will receive payments. When **Payment Frequency** is set to **Weekly**, the **Payment Terms** will default to 7 days. For **Monthly**, the **Payment Terms** will default to 20 days. {% endhint %} Additionally, Super Administrator, Administrator or Finance users can customize this value per account. These defaults can be changed at any time and by Payment Type. Please contact your EXADS representative to change these default values. #### Advertiser Payments * **Credit Limit**: Enable this to allow the account to go into arrears by the amount you select from the drop-down. * **Payment Type Limit (30 Days)**: Use this to set a limit on how much funds new Advertisers can add via Payment Type selected in a 30 day period. * You can use this limit with new, untested Advertisers, and then raise it later when they have proved trustworthy. ### Blacklists ![Advertiser Blacklist](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F0IWIpc1wSUDSJ1niS0Qg%2Fsaas-accounts-blacklist.png?alt=media\&token=5e57b0ec-a449-47aa-af4a-4a19648d9fdf) #### Advertisers Blacklist In this section, you can block a list of advertisers in the network at an account (Publisher account) level. Advertisers blocked on the account will not be able to run campaigns on the sites and zones of that publisher. {% hint style="info" %} **Note:** * Blacklisting of Advertisers at an account level is only available for Admin users. * The Advertisers Blacklist is not available for Advertiser only accounts. {% endhint %} #### Publishers Blacklist In this section, you can block a list of publishers in the network at an account (advertiser account) level. The Advertiser will no longer be able to buy an ad spot in the sites and zones of the blacklisted Publisher. {% hint style="info" %} **Note**: * Blacklisting of Publishers at an account level is only available for Admin users. * The Publishers Blacklist is not available for Publisher only accounts. {% endhint %} #### Sites Blacklist In this section, you can block a list of sites in the network at an account (Advertiser account) level. The Advertiser's campaigns will no longer receive any traffic from the sites that are blacklisted. {% hint style="info" %} The Sites Blacklist is not available for Publisher only accounts. {% endhint %} #### RTB Inventory Blacklist In this section, you can block a list of RTB Inventories in the network at an account (Advertiser account) level. The Advertiser's campaigns will no longer receive any traffic from the RTB Inventories that are blacklisted. {% hint style="info" %} **Note**: * Blacklisting of RTB Inventory is only available for Admin users and Advertisers, and it is not available for Publisher only accounts. * RTB Inventory Blacklist is only available for networks where RTB and RTB Inventory is enabled. {% endhint %} ### System Information ![System Information](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FSQ2Cyqr05KVKnUwZgCwF%2Fsaas-accounts-system-info.png?alt=media\&token=a8572d85-c7be-4b27-b24e-f50d5af2c02c) * **Date Created**: The date the account was created. * **Last Login**: The date the user last logged in. ### CRM ![CRM](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FMZ7D5y9Agv9rn7MAxAmT%2Fsaas-accounts-crm-tab.png?alt=media\&token=891d94cd-5cb8-4d2c-bf76-316f19deafc3) This section is similar to the main CRM tab, except that this section on a specific Account page only shows the CRM messages for that specific Account. Most of the features available in this section are also similar to the main CRM tab. Documentation regarding the CRM feature is [here](/ad-server/saas-crm-tab.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.exads.com/ad-server/accounts/saas-network-edit-client.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.