User management

The Users tab displays a table of all existing users in your account. This is the starting point for creating, managing, and deleting users.

Tips for navigating the Users tab:

• Click the User column heading to sort the table alphabetically (ascending/descending).
• Use the search box to find and display specific users.
• Click the filter icon in the Role column heading to filter users by their role (including temp roles).
  • To clear the filter, select None in the filter dropdown list.
• Click the Last login column heading to sort users by the date they last logged in to AppsFlyer.
  • Tip: Use this feature to easily identify and delete inactive users, keep your account secure from unauthorized logins.
• Use the checkboxes to select and edit multiple users at the same time.
• Admins only: Click the download icon in the upper-right corner of the page to download the full user table as a CSV file.
  • The downloaded file includes the same columns as the table in the Users tab.

The Roles tab displays a list of all roles defined in your account, including:

• Predefined roles
• Custom roles you have created
• Any temp roles currently assigned to users

Next to each role, you can see the number of users currently assigned to that role.

Click on the name of any role in the left panel to display the full details of the role’s capabilities.

The page for creating or editing a user includes a number of sections. Make sure to complete them, as described below. When you're finished making the necessary changes, click Save at the bottom-right of the page.

User details

1. On the Users tab, click New user.
2. Enter the user’s name (required):
   • Can include letters, numbers, spaces, periods (.), hyphens (-), underscores (_), and single (') or double (") quotation marks.
   • Other special characters are not allowed.
3. Enter the user’s email address (required):
   • Can include letters, numbers, apostrophes ('), ampersands (&), dollar signs ($), hash symbols (#), hyphens (-), underscores (_), and periods (.)
   • Two consecutive periods (..) and other special characters are not allowed.
   • Must end with a valid email domain.

    Important!

   A user’s email address is what identifies them in the AppsFlyer platform, meaning:

   • It can't later be changed without deleting and recreating the user.
   • It must be a valid email address at which the user can receive emails.
   • It can't be associated with another user in any AppsFlyer account, except for users in multiple accounts. If the email address is already in use (either in your account or a different one), you will see the message Can't create this user. Follow the troubleshooting steps below to resolve this issue.
4. [Optional] Select the user’s department.

Role

Select the user’s role (required)– either a predefined role or a custom role you have already created.

App access

Select which apps the user can access:

• The default setting allows access to all current and future apps in the account. To change this setting, use the checkboxes to select and deselect apps.
• A user can be given access to all future apps only if they have access to all current apps.

Data access

Set user access levels for media sources and geos. Decide whether to grant access to all or select access to specific ones.

Media sources

By default, the setting All allows access to all media sources within the account. This includes those that will be added in the future. Selecting specific media sources doesn't include access to future media sources. 

Media source types:

There are two types of media sources shown in the list:

• Paid media sources: Ad networks, self-reporting ad networks (SRNs), and agencies
• Custom media sources: Predefined media sources. This can include owned media links, single source links, OneLink links, and links the advertiser created outside of AppsFlyer.

Specifications for the list of media sources:

• Presents media sources with traffic from the past 6 months, sorted by those with the most recent traffic
• Agencies are grouped separately at the bottom of the list
• Contains a maximum of 10,000 media sources:
  • Up to 5,000 ad networks, SRNs, and custom media sources
  • Up to 5,000 agencies
• Is updated once a day. Newly added media sources are only visible in the list one day after traffic has entered the system.
• Media sources with no traffic for over 5 years are removed from the list.

To change the default setting:

1. Under Media sources, click All.
2. From the dropdown list, select the specific media sources to grant access to the user.

After these settings are saved, the user dashboards show only data from the selected media sources.

Geos

Select if users have access to data for All geos or specific geos only. The default setting allows access to all geos. Limited access means users are unable to access certain dashboards and features. 

To change the default setting:

1. Under Geos, click All.
2. From the dropdown list, select the specific geos to grant access to the user.

User activation

Once the user is created, you can see them in the user table with an envelope icon . This indicates an invitation has been sent and the account is awaiting activation. The user must activate their account using the link in their email. The activation link is valid for 48 hours. After the user activates their account, the envelope disappears.

Users can be added to multiple accounts and assigned to different roles in each account. This helps users work in different accounts without the need to re-enter credentials.

Log in to multiple accounts

Users can log in to multiple accounts using all login methods: credentials (username and password), 2FA, and SSO. 

Supported accounts and users

Advertiser accounts support having the same user in multiple accounts. With the right permissions, they can add users to all their accounts. See limitations below.

Limitations on adding users to multiple accounts

• This feature is available only to advertiser accounts, and only to users with appropriate User management permissions.
• A user can have the role of an account owner for one account only. In other accounts, they can hold any other role.
• Users who haven't yet activated their account can't be added to another account.

Add users to multiple accounts

To add the same user to multiple accounts:

1. Log in to the account in which you'd like to add the user.
2. From the menu bar, click the email address dropdown > User management.
3. From the Users tab, click New user.
4. Enter the required details, select the role for the user in this account, and click Save.
5. Repeat steps 1-4 to add the users to other accounts.

Users can be edited either one at a time or in groups.

Individual editing

To edit an individual user:

1. On the Users tab, click the Actions button on the far-right side of the user’s row.
2. Select Edit from the menu.
3. Edit user settings as required.
4. All settings other than email address are editable (including role, apps, media sources, and geos).
5. Click Save.

Multi-user editing

Multi-user editing is an efficient way to change the account permissions of several users at one time. Using this feature in combination with the search and filtering capabilities of the Users tab can make it particularly helpful for managing large numbers of users.

To edit multiple users:

1. On the Users tab, select the checkboxes of the user or users you want to edit.
   • Select the checkbox in the column heading to select all visible users.
   • The number of currently-selected users is displayed on the right side of the search box. Note that the account owner cannot be selected and is not included in the number of selected users.
2. A series of buttons displays at the top-right of the table: Role, Apps, Media sources, and Geos.
   • If one or more of the selected users has access to future apps, the Apps button is not available. (See Temp role limitations, below.)
3. Click the button for the permissions you want to change.
4. Make the necessary changes using the dialog box or dropdown lists that are displayed.
   • Remember that your changes apply to all selected users!
5. The edited users are highlighted in the table, and the users appear as they will once the changes are saved. However, you still have the opportunity to review your changes and confirm or cancel them in the next step.
6. Review your changes. Click Save to confirm or Cancel to undo them.

Multiple users can be deleted from the account in bulk. 

To delete users:

1. On the Users tab, select the checkboxes of the users you want to delete. You can use the search and filters to help find users.
2. After selecting users, click the Delete button that now appears at the top-right of the table.
3. The confirmation window lists users to be deleted. Click Yes, delete to confirm deletion.

• Prerequisite: Only account owners or users with the Admin role access can create a custom role.

To create a custom role:

1. On the left panel of the Roles tab, under the search bar, click + New custom role.
2. Role name: Enter a name for the new role you are creating.
   • Note: Once you have saved a custom role, the name of the role cannot be edited.
   • Recommended: Make the name descriptive and easily identifiable later.
3. Role template: As a starting point, select a predefined role that closely matches the capabilities and permissions for the new custom role. 
4. Adjust the settings of the selected role template according to your custom role requirements. The permission levels of all editable capabilities are displayed as buttons. Click these buttons to change the permission levels for the new custom role. (Be sure to scroll down to see the full list of capabilities.)
   • Note: Capabilities that don't appear as buttons are currently uneditable.
5. After setting permissions to all the relevant capabilities, click Save role.
   The new custom role is displayed in the left panel and can be assigned when creating new users or editing existing users.

To edit a custom role:

1. On the left panel of the Roles tab, click on the name of the custom role you want to edit.
2. Click the Edit icon from the top-right corner of the page.

   The display of the right panel changes, allowing you to edit the role permissions settings.

   • Note: The role name can't be edited. To change it, you must delete the role and recreate a new one with a different name.
3. The permission levels of all editable capabilities are displayed as buttons. Click these buttons to change the permission levels for the new custom role. (Be sure to scroll down to see the full list of capabilities.)
4. When you are satisfied with all of your selections, click the Save role button.
5. The role's permission levels are changed for all new and existing users.

To delete a custom role:

1. On the left panel of the Roles tab, click on the name of the custom role you want to delete.
2. Click the Delete icon from the top-right corner of the page.
3. Confirm that you wish to delete the role.
   • A custom role can be deleted only when there are no users assigned to it. If there are users currently assigned to a custom role, assign these users to a different role before deleting the custom role.