> 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-using-the-accounts-tab.md).

# Using the Accounts Tab

![Network metrics](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FCFHU6xv0Exior9xQzY71%2Faccounts_company_blurred.png?alt=media\&token=731acc9f-17e4-4edf-9589-076373da67f3)

As any Network Admin User the **Accounts** tab will show you a list of all the accounts on your Ad Server:

{% hint style="info" %}
As an Account Manager, you will only see the accounts that are assigned to you.
{% endhint %}

* **Account ID**: The ID number of the account.
* **Username**: The username of the account.
* **First Name**: The first name associated with the account.
* **Last Name**: The last name associated with the account.
* **Email**: The email associated with the account.
* **Company**: The company associated with the account.
* **Country**: The country associated with the account.
* **Labels**: The labels associated with the account.
* **Account Type**: Whether the account is **Advertiser**, **Publisher**, or **Advertiser/Publisher**.
* **Account Manager**: The account manager associated with the account.
* **Account Status**: Shows whether the Publisher's account is **Active**, **Email Not Verified**, or **Archived**.
* **Reason for Archive**: The reason for archiving the account.
* **Payment Mode**: Shows whether Publisher's payment is **Automatic**, **Manual**, or **Disabled**.
* **Payment Type**^: The payment method chosen for payouts by the account.
* **Payment Frequency**^: Whether automatic payments are generated **Weekly** or **Monthly**.
* **Payment Terms**^: Shows how long after the issue date the account will receive payments.
* **Advertiser Status**: Shows whether the Advertiser's account is **Verified**, or **Not Verified**.
* **Balance**^: Shows whether the Advertiser's account has balance, or not.
* **Revenue Share**: Shows the percentage of revenue generated by the Publisher they will receive.
* **VAT/Tax Type**^: Shows whether the account is **Individual**, or **Company**.
* **VAT/Tax Status** ^^: Shows whether the account's VAT/Tax is **Verified**, **Pending Verification**, or **Invalid VAT number**.
* **Date Created**: The date that the account was created.
* **Last Login**: The last date that the user logged into the account.
* **2FA** ^^^: Shows whether the account has two-factor authentication **Enabled**, or **Disabled**.
* **External Access**: Shows whether the account has external access, or not.

^ The **Payment Type**, **Payment Frequency**, **Payment Terms**, **Balance**, and **VAT/Tax Type** are only available if [Payments](/ad-server/payments.md) are enabled for the Ad Server.

^^ For Advertisers and Publishers located in the EU or Northern Ireland, automatic VAT verification is available for ad servers with VIES API access enabled. This feature automatically updates the VAT status whenever a VAT number is added or modified. Automatic verifications are also performed on a weekly basis to ensure that the VAT number is accurate.

^^^ **2FA** is only available if two-factor authentication is enabled for the Ad Server.

## Editing Labels in the Accounts Table

The Accounts table includes a Labels column that you can edit directly without leaving the table by adding or removing labels on any account row. Changes are saved automatically when you click outside the field or press Enter, and any updates you make here are also reflected on the individual account page. Each account supports a maximum of 20 labels, and if a label is removed from the last account it was assigned to, it will be automatically deleted.

## Adding a New Account

Click on the **New Account** button to [create a new account](/ad-server/accounts/saas-creating-users.md).

## Logging In as an Account

![logging in](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FJq0txaqxOzNo6A2E7pvq%2Fsaas-accounts-login-as-user.png?alt=media\&token=e04cb70d-efde-45ca-8206-6f5940df70c0)

Click on the **Login as Account User** icon on the left side of any account to see the Admin Panel for that user.

![account view](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FqQGYhRR6whflmdWolaAn%2Fsaas-accounts-jumped.png?alt=media\&token=dc758119-d75c-4d4c-8748-44c70af70b9b)

Once you log in as a user, the **Admin View** drop-down will change to show the name of the account, and another drop-down will appear allowing you to choose whether to view this account for **Advertiser** or **Publisher**.

You will then see the Admin Panel as that user would, and you can view and edit their campaigns or ad zones.

{% hint style="info" %}
If you log in as a user with an Advertiser-only account, you will not see the **Internal Campaigns** option in Step 1: **General** of creating a campaign.
{% endhint %}

## Searching the Accounts List

![account view](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F8nrnQYXoBhXhM1zQxIza%2Fsaas-accounts-tab-sorting.png?alt=media\&token=f7d2c717-c085-4af3-9ef3-d5f6d11eeb54)

You can search the account list by **Username**, **Email**, **Account ID**, **First Name**, **Last Name**, and **Company**. Click **RESET FILTERS** to reset the search.

## Arranging the Accounts List

![account view](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F8nrnQYXoBhXhM1zQxIza%2Fsaas-accounts-tab-sorting.png?alt=media\&token=f7d2c717-c085-4af3-9ef3-d5f6d11eeb54)

You will see a list of all the accounts on your Ad Server sorted chronologically by last date modified.

* You can choose how many rows you wish to see on each page using the **Show X entries** drop-down in the top left.
* You can sort the information in the accounts list using the arrows beside each header.

## Filtering the Accounts List

![account view](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2Fhjbie3vtvYU3mtwB8W4H%2Fsaas-accounts-tab-filter.png?alt=media\&token=826a1a67-2d5e-4062-8923-8068c0193f6d)

You can filter the accounts in the accounts list by clicking **+ADD FILTER** at the top of the screen.

* **2FA**: Filter by **Enabled**, or **Disabled**.
* **Account Manager**: Filter by assigned account manager.
  * Select the account managers by ticking the checkboxes.
  * Tick **Show selected only** to exclude unselected account managers from the list.
* **Account Status**: Filter by **Active**, or **Archived**.
* **Account Type**: Filter by **Advertiser**, **Publisher**, or **Advertiser/Publisher**.
* **Advertiser Status**: Filter by **Verified**, or **Not Verified**.
* **Balance**: Filter by the exact balance of Advertiser's account, or set a balance range using the **Minimum** and **Maximum** fields.
* **Countries**: Filter by the country the account is in:
  * Select the countries by ticking the checkboxes.
  * Tick **Show selected only** to exclude unselected countries from the list.
* **Date Created**: Filter by the date the account was created:
  * Select a single date from the calendar.
* **External Access**: Filter by **Enabled**, or **Disabled**.
* **Labels**: Filter by the labels used to categorize accounts.
* **Last Login**: Filter by the most recent date that the account was logged into:
  * Select a single date from the calendar.
* **Payment Frequency**: Filter by **Weekly**, or **Monthly**.
* **Payment Mode**: Filter by **Automatic Payment**, **Manual Payment**, or **Disabled Payment**.
* **Payment Terms**: Filter by the exact terms for the account, or set a number of days range using the Minimum and Maximum fields.
* **Payment Type**: Filter by **Cryptocurrency**, **PayPal**, **Paxum**, **Webmoney**, **Wire Transfer**, **No Payment Selected**, etc.
* **Reason for Archive**: Filter by **None**, **Fraud**, or **Inactivity**.
* **Revenue Share**: Filter by the exact revenue share, or set a revenue share range using the **Minimum** and **Maximum** fields.
* **VAT/Tax Status**: Filter by **Verified**, **Pending Verification**, or **Invalid VAT number**.
* **VAT/Tax Type**: Filter by **Individual**, or **Company**.

Click **Apply** and the **Accounts** table will be filtered according to what you select.

You can add more filters by clicking **Add Filter** again.

Click **Reset Filters** to remove any filters you have added.

## Column Settings

![account view](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2Fn4FLMPl12cJ0uqHpAA6e%2Fsaas-accounts-tab-column-settings2.png?alt=media\&token=ff622174-f3ec-4728-9477-a0838ec8898a)

On the top right, click the **General** drop-down to access the column settings, where you can select which columns to show in the accounts table. You can choose from:

* **2FA APP**: (Disabled by default)
* **2FA SMS**: (Disabled by default)
* **Account ID**: (Disabled by default)
* **Account Manager**
* **Account Status**
* **Account Type**
* **Advertiser Status**: (Disabled by default)
* **Balance**: (Disabled by default)
* **Company**
* **Country**
* **Date Created**
* **E-mail**
* **External Access**: (Disabled by default)
* **First Name**
* **Labels**
* **Last Login**
* **Last Name**
* **Payment Frequency**: (Disabled by default)
* **Payment Mode**
* **Payment Terms**: (Disabled by default)
* **Payment Type**: (Disabled by default)
* **Reason for Archive**: (Disabled by default)
* **Revenue Share**
* **Username**
* **VAT/Tax Status**
* **VAT/Tax Type**: (Disabled by default)


---

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