Displayforce SSO (Single Sign-On) - is a technology that unifies access to all platforms of a user into one interface. This interface is called UCP - User Control Panel.
Following list of platforms are unified inside SSO account:
1) Platforms that were created by user under current account
2) Platforms that user was invited to
Therefore if a number of platforms is created using one e-mail address and/or that e-mail was given access to other platforms, that user will be able to manage these platforms from UCP.
1 First logon. Sign-up
If you are signing into the system for the first time you will have to create an account.
1.1 Visit displayforce.ai
Press "Get started"
1.2 Enter required information
1) Enter your e-mail
3) Enter your phone number. Please note! Field "Country" directly affects currency that is used on your platform, which is used in "Programmatic DooH" and "Ad Loops" extensions. You can select your country only once, during the registration and you can not change it later.
4) Read the documents that are provided and, if you agree with them, check the corresponding marks.
5) Press the "Create" button.
1.3 Confirm your account using link in e-mail
Press "Activate"
1.4 Fill in your data
Footnotes:
1) Selected language will be used on all platforms if using same account. You can change language in UCP settings if required.
2) Enter your password and repeat it.
After fillng in your data press "Next"
1.5 Fill in platform information
Footnotes:
1) Platform domain will be used as a part of platform's URL-address;
2) Field "Country" directly affects currency that is used on your platform, which is used in "Programmatic DooH" and "Ad Loops" extensions. You can select your country only once, during the registration and you can not change it later.
After filling in your data press "CREATE PLATFORM"
2 Starting working with the system
2.1 If you were invited to the platform
2.1.1 Activate your account
You should receive an email with a confirmation link. Press "Confirm registration".
2.1.2 Fill in your data
Footnotes:
1) Selected language will be used on all platforms if using same account. You can change language in UCP settings if required.
2) Enter your password and repeat it.
After filling in your data press "Next"
2.2 Logging into UCP
After successful registration you will have to sign in using your account.
1) Enter your e-mail;
2) Enter your password;
3) Press "Login".
2.3 Password recovery
2.3.1 Press the "Forgot password?" button
Enter the e-mail used to register your account.
2.3.2 You will receive an email with a password reset link
Press "Change Password"
2.3.3 Enter your new password
Enter your new password twice.
2.3.4 Log into UCP
Press "Login" to go to UCP login page
2.4 Monitoring your platforms. Entering your CMS.
In the "Platforms" section you can see all available platforms where you are either an owner or a user.
Platform owner has rights to perform any action in CMS and is able to transfer platform ownership to another user.
User's rights are controlled by "Group rights" and may wary.
Platforms were you are an owner are marked by a green circle, platforms where you are a user are marked by yellow circle.
To enter CMS of a platform click on the platform name.
2.5 Sessions and session control
In the "Sessions" section all currently active sessions using current account are listed. You can terminate any of these sessions.
2.6 Personal Info
In the "Personal info" section you can change personal data you have entered during the registration.
Press "Save changes" for these changes to take effect.
2.7 Logging out of the UCP account
Press the "three dots" button in the right upper corner and press "Logout". Current session will be terminated on all platforms.
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