Users, Roles & Access
Invite users, set permissions, configure SSO, manage guest access, and handle account and billing details.
27 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!
- How to send a user a magic access linkHow to generate and send a magic access link in MarketScale, giving a user direct access to the platform without the formal invitation flow. The fastest way to get someone…
- What Does It Mean To Choose an Approver on MarketScale?When you make media in MarketScale you're often asked to choose an Approver. So what are Approvers, and who should be an approver for my media?.
- 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.
- User's Business Title vs. MarketScale Platform RoleClarifies the difference between a user's business/job title and their MarketScale platform role (User Type), which controls their access level.
- 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.
- How to Update Media Privacy Settings⚠️ Note: This feature is only available to MS Internal Admins. Following these steps will resolve common permission issues
- Stand up a partner channel for your dealers, integrators, and reps.Activate your channel partner network with a co-branded MarketScale channel.
- 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.
- How billing works at MarketScaleBilling at MarketScale is managed by our accounting team (no self-serve portal). Invoices are set up and sent by accounting on your agreement's schedule. For invoice, payment, or plan questions,…
- 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…
- [Videographer] How to Submit InvoicesAs a MarketScale Videographer, following the correct invoicing procedure ensures you'll get paid promptly and efficiently.
- How do I change the email address on my account?Change your email address and username directly from your MarketScale profile settings. No new account needed.