Getting Started with the UID2 Portal

As part of requesting a UID2 Portal account, you must provide your UID2 contact with some information about yourself and your company.

When we've processed your request, we'll send you a confirmation email that will allow you to log in to the UID2 Portal and verify your account details, set up participants and teams, and configure your settings for UID2 sharing permissions.

For the initial steps, follow these instructions:

• Request an Account
• Log In for the First Time
• Change Your Password

If at any time you need assistance with the onboarding process, ask your UID2 contact.

Request an Account

There's some information you'll need to provide to your UID2 contact with your account request. Include the details listed in the following table.

Item	Details
Information about yourself	Provide the following: - First name - Last name - Email - Job function
Information about your company	Provide the following: - Participant name (Company name) - Participant type (publisher, advertiser, DSP, or data provider)

Account Approval

Once you've requested access, your UID2 contact processes the request. When the approval process is complete and your account has been created, you'll receive a confirmation email with a link to log in to the UID2 Portal.

Prepare Setup Information

There's some additional information that you'll need so that, when we've created your account, you can configure it. The configuration steps vary according to your role and your implementation scenario. To be ready, review the following sections and prepare any information needed:

• Determine Integration Path

  tip

  For a client-side implementation, you'll need a full list of your root-level domains.

• Set Up Team Members and Email Contacts

Determine Integration Path

To use the UID2 service, you need a set of keys. The specific key types are different depending on whether you are integrating on the client side or the server side. When you have access to your company's account, you can use the UID2 Portal to retrieve your keys.

The integration options are shown in the following table.

Integration	Examples	Instructions
Client-side integration	Advertisers generate UID2 tokens on the client side for tracking pixels. Publishers generate UID2 tokens on the client side for bidstream use.	Go to the Client-Side Integration page and set up key pairs and root-level domains. We use these to identify your transactions. For details, see Client-Side Integration.
Server-side integration	Advertisers generate raw UID2s to be delivered for audience targeting. Publishers generate UID2 tokens on the server side for bidstream use.	Go to the API Keys page and create at least one set of credentials. When you add an API key, you're assigned two values, a secret and a key, which you'll use in your implementation. For details, see API Keys.

Some participants might use both client-side and server-side integration. For example, advertisers might generate UID2 tokens on the client side for pixels (Client-Side Integration), but integrate on the server side for raw UID2 generation (API Keys).

Log In for the First Time

When you receive the confirmation email, click the Accept Invitation link in the email to get started, then click through to complete these tasks:

• Change your password
• Log In
• Configure unique account values

Create a new password, and then log into the UID2 Portal.

Change Your Password

The Accept Invitation link takes you to the Update Password page.

tip

If you're changing your password because you think your account might have been compromised, be sure that the Sign out from other devices box is checked.

Type your new password, confirm, and click Save Password.

You'll see a notification that your account has been approved, and a Log In button.

Log In

Now, you're ready to log in.

1. Click the Log In button.

   You'll see the UID2 Sharing Portal Terms of Service.

2. Review as needed, scroll to the bottom, and then click Accept Terms and Conditions.

   You'll see the UID2 Portal home page.

The next step is to configure your account.

Configure Unique Account Values

The sequence of steps for configuring your account depends on your scenario. The following is a suggested sequence.

1. An important first step is to determine your integration path. See Determine Integration Path.

2. Then, you can configure values, in the applicable page—one of the following:

   • Client-Side Integration
   • API Keys

3. When you have the unique values for your account, you can configure your sharing permissions.

4. Adding team members will help ensure that the workload is shared across the team. See Team Members.

5. Adding email contacts is another way to help ensure that anyone involved with the project is kept informed. See Email Contacts.

Set Up Team Members and Email Contacts

When you log in for the first time, you can complete the following configuration steps:

• Set up your team members.
• Add info for anyone who should receive notifications about the latest updates and releases for UID2.

The following table includes details of the information you'll need, and a link to instructions.

Item	Details	Link to Instructions
Team member information	For each, provide the following: - First name - Last name - Email - Job function - Role	Team Members
Email contact information	For each, provide the following: - Email group name - Email alias - Contact type	Email Contacts

Reset Password

If you forget your password, just click the Forgot Password link on the login page. Provide your email address, and then look for the password reset message in your email account.

Log Out

When you've finished updating your account, remember to log out.

1. At the top right, click your name.
2. From the drop-down list, click Log Out.