Users, Roles & Access
Invite users, set permissions, configure SSO, manage guest access, and handle account and billing details.
22 articles
How to Invite Someone to an Existing Conversation RoomTrying to invite someone to an existing conversation room? Keep reading to learn how!. 1. First, enter the conversation room by logging into your MarketScale account and navigating to the…
Creating Your Account in MarketScaleWe're excited to have you. To create your account, follow these steps:. 1. Check your email for your invitation to join MarketScale. 2. Click Complete your account . . 3.…
Inviting & Adding Users to Your ChannelThere’s no UGC without creators. Here’s how to add users to your MarketScale Channel and start building your network of contributors. . ✅ How to Invite Users. 1. Click Invite…
Accepting a New User Invite to MarketScaleNew to MarketScale & trying to accept an invitation to your new Channel? Keep reading to learn how!
Why Are There Group Privacy Settings for Media on MarketScale, and How Do I Use Them?Privacy settings in MarketScale are driven by Groups, which enable you to create focused views within your Channel. Most MarketScale users find that, sooner or later, they need to create…
How to View and Manage User Permissions in MarketScaleLearn how to manage users in your MarketScale channel using the upgraded Users dashboard. Covers the Active, Invited, Deleted, and Participants tabs, bulk invite resending, soft and permanent delete, and…
What's the difference between a user's business title and their MarketScale platform role?A user's business title is just their job title. Platform role (Admin, Member, VIP Guest) is what actually controls access in MarketScale.
Groups: How to Organize Your Teams and Filter the Home Feed with GroupsGroups in MarketScale help you filter content, organize projects, and streamline collaboration with public or private hubs for your team.
VIP Guest, Member, and Admin: Understanding Your Channel’s User Roles and Access LevelsMarketScale has three simple roles: VIP Guest, Standard, and Admin. Use this guide to assign the right permissions so your team can scale.
SSO Troubleshooting and FAQTroubleshooting guide for MarketScale SSO and directory sync issues. Covers domain verification errors, expired setup links, login failures, SCIM provisioning problems, and answers to frequently asked questions.
Directory Sync (SCIM) with MarketScaleHow MarketScale directory sync (SCIM) works with your identity provider to automatically create, update, and deactivate user accounts. Covers setup steps, how it relates to SSO, and when to use…
Supported Identity Providers for MarketScale SSOComplete list of identity providers supported by MarketScale SSO, including Azure AD, Okta, Google Workspace, and more. Covers SAML 2.0, OIDC protocol options, and SCIM directory sync compatibility for each…
Setting Up Single Sign-On (SSO) with MarketScaleThis guide provides instructions for IT administrators to set up Single Sign-On (SSO) for MarketScale for access management and security.
Admin Role Requirements for SSO SetupPermissions and access required to set up SSO for your MarketScale channel. Explains the two roles needed: MarketScale channel admin and identity provider administrator, with guidance for common scenarios.
PRIVACY POLICYThis Privacy Policy governs the manner in which MarketScale (“us”, “we”, or “MS”) collects, uses, maintains and discloses information collected from users (each, a “User”) of MarketScale, whether or not…
TERMS OF SERVICEThese Terms of Service ("Terms") cover the use of services offered by MarketScale ("us," "we," or "MS"), including the exchange of audio and video content, chat features, and other services…
How to Reset Your MarketScale PasswordForgot your MarketScale password? No sweat, resetting it is fast and simple. Go to the MarketScale login page. Click "Forgot your password?" and enter the email tied to your account.…
How to Export Users in MarketScaleWant to keep track of your team? With just a few clicks, you can export your MarketScale users directly into Excel. Click on your profile icon, which is located in…
How to Use the "Email sign-in code" Option to Log into MarketScaleIf you’re having trouble logging in with your password or a connected account (like Microsoft), you can use the Email sign-in code option to access your account quickly.
[Videographer] How to Submit InvoicesAs a MarketScale Videographer, following the correct invoicing procedure ensures you'll get paid promptly and efficiently.
Can I change my email address or username?Your email is your username, so it’s locked and you can’t change it. But don’t sweat, if you switched domains or need a fresh login, we have fast, easy workarounds…