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:
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.
If you don't yet have a UID2 contact, go to the Request Access to UID2 page and fill out the form.
| Item | Details |
|---|---|
| Information about yourself | Provide the following: - First name - Last name - 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:
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tip
For a client-side implementation, you'll need a full list of your root-level domains.
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:
Create a new password, and then log into the UID2 Portal.
Change Your Password
The Accept Invitation link takes you to the Set Password page.
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.
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Click the Log In button.
You'll see the UID2 Sharing Portal Terms of Service.
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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.
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An important first step is to determine your integration path. See Determine Integration Path.
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Then, you can configure values, in the applicable page—one of the following:
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When you have the unique values for your account, you can configure your sharing permissions.
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Adding team members will help ensure that the workload is shared across the team. See Team Members.
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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 - 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.
- At the top right, click your name.
- From the drop-down list, click Log Out.
Password Change Requirement
In some cases, you might be required to change your password. For example, if the password requirements change and your current password doesn't meet the new requirements, you'll need to choose a new password.
If this occurs, when you're logging in you'll see a Set Password page.
The current password requirements are displayed on the page. Choose a new password, type it again to confirm, and save.
Be sure to choose a password you'll remember.