User Management ​

User management in the Business Center includes two core modules: Member Management and Partner Management. These features allow administrators to configure permissions with precision and enable cross-organizational asset sharing.

Member Management ​

Member Interface

The Business Center allows administrators to invite members, modify roles, assign or revoke asset access, and remove users. Detailed instructions are provided below:

Invite Members ​

Invite Member Modal

  • Click the "Invite Member" button
  • In the pop-up window, enter the email address of the invitee (must be registered on the TaurusX platform), then press Enter
  • You may input multiple email addresses to invite several members at once
  • Select the member role: Administrator or Standard Member
  • Click "Invite" to complete the process

Invited members will receive an email notification. By clicking the confirmation link, they will be added to the Business Center.

Modify Member Roles ​

  • Click the “Edit” button next to a member’s name to modify their role (Administrator / Standard Member)
  • Note: Each Business Center must retain at least one Administrator. You cannot downgrade or remove all admins.

Remove Members ​

  • Click the "Delete" button next to the target member
  • A confirmation modal will appear; click "Confirm" to complete the removal

Assign Advertiser Accounts ​

  • Click the "Assign Assets" button for the target member
  • In the pop-up window, select one or more advertiser accounts to assign
  • Choose the role for each account (e.g., Administrator / Operator / Analyst)
  • Click "Assign" to grant access

Assign Assets Modal

Modify Existing Asset Permissions ​

  • Click the "Expand" button in the member’s advertiser account list
  • Select the target account and adjust the role accordingly
  • Click "Confirm" to save changes

⚠️ Downgrading of roles is not supported. For example, a member originally assigned as “Administrator” cannot be changed directly to “Analyst.”

Partner Management ​

Partner Management Interface

TaurusX allows multiple Business Centers to form partner relationships, enabling efficient asset sharing between brands, agencies, subsidiaries, and clients.

Overview of Partner Relationships ​

  • A partnership is a mutual authorization that allows bulk sharing of advertiser accounts
  • Commonly used for brand–agency collaborations or cross-departmental cooperation

Permissions for Partner Management ​

  • Only Administrators can initiate and manage partnerships and asset sharing
  • Both parties must have an active Business Center
  • You must provide the partner’s Business Center ID when initiating the request

Add a Partner ​

  • Click the "Add Partner" button
  • Enter the partner’s Business Center ID
  • Optionally, select advertiser accounts and assign roles to be shared
  • Click "Next" and confirm to complete the partnership setup

Assign Advertiser Accounts to a Partner ​

  • Click "Assign Assets" in the partner list
  • Select advertiser accounts to share and assign appropriate roles
  • Click "Assign" to complete authorization

Remove a Partner ​

  • Click the "Delete" button for the partner
  • A confirmation prompt will appear. Click "Confirm" to remove the relationship

Once removed, both parties will lose access to shared assets. To collaborate again, a new partnership must be established.