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- Behavior Lookup By Customer Id
- Customer Change Lookup
- Customer Comprehensive Lookup By Customer Id
- Customer Lookup By Customer Id
- Customer Lookup By Email Address
- Customer Lookup By EncryptedCustomerId
- Customer Lookup By External ID
- Customer Lookup By Name and Country
- Customer Lookup By PostalAddressId
- Customer Merge History Lookup
- Demographic Lookup By Customer Id
- Email Address Lookup By Customer Id
- External ID Lookup By Customer Id
- Phone Lookup By Customer Id
- Postal Address Lookup By Customer Id
- Subscription Lookup By Customer Id
- Subscription Lookup By Email
- Customer Lookup by Hashed Email Address
- Order History Lookup by Customer Id
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- Email Deployment
- Email Audience Assignment Status
- Email Clicks
- Email Deployment Add Audience
- Email Deployment Approval Lookup
- Email Deployment Audience List FTP
- Email Deployment Cancel
- Email Deployment Clone
- Email Deployment Content
- Email Deployment Content Lookup
- Email Deployment Lookup
- Email Deployment Remove Audience
- Email Deployment Schedule
- Email Deployment Search
- Email Deployment Test
- Email Deployment Unschedule
- Email On Demand Send
- Email Opt In/Out Lookup
- Email Optin Queue
- Email Optout Queue
- Email Flag Email As Invalid
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- Release Notes for V20.17
- Release Notes for V20.16
- Release Notes for V20.15
- Release Notes for V20.14
- Release Notes for V20.13
- Release Notes for V20.12
- Release Notes for V20.11
- Release Notes for V20.10
- Release Notes for V20.9
- Release Notes for V20.8
- Release Notes for V20.7
- Release Notes for V20.6
- Release Notes for V20.5
- Release Notes for V20.4
- Release Notes for V20.3
- Release Notes for V20.2
- Release Notes for V20.1
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- Release Notes for V19.17
- Release Notes for V19.16
- Release Notes for V19.15
- Release Notes for V19.14
- Release Notes for V19.13
- Release Notes for V19.12
- Release Notes for V19.11
- Release Notes for V19.10
- Release Notes for V19.9
- Release Notes for V19.8
- Release Notes for V19.7
- Release Notes for V19.6
- Release Notes for V19.5
- Release Notes for V19.4
- Release Notes for V19.3
- Release Notes for V19.2
- Release Notes for V19.1
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- Customer Olytics Data
- Form Listener
- Olytics - Integration Description
- Olytics - Product Outline
- Olytics Comprehensive Lookup
- Olytics Customer Search
- Olytics Customer Top Values
- Reports - Web Behavior Reporting
- Web Behavioral Tracking (Olytics) - Overview & Capabilities
- Audience Builder (OnQ) - Querying Olytics Fields
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- Email - Clickbot Reporting
- Reports - Audience Builder (OnQ) Reporting
- Reports - Audience Overlap Report
- Reports - Audience Report
- Reports - Data Tracker Reporting
- Reports - Email Reporting
- Reports - Issue Activity Reporting
- Reports - Web Behavior Reporting
- Reports - Overview
- Reports- FAQs
- Reports - Email Device and Client Type Reporting
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- Email Deployment
- Email Audience Assignment Status
- Email Clicks
- Email Deployment Add Audience
- Email Deployment Approval Lookup
- Email Deployment Audience List FTP
- Email Deployment Cancel
- Email Deployment Clone
- Email Deployment Content
- Email Deployment Lookup
- Email Deployment Remove Audience
- Email Deployment Schedule
- Email Deployment Search
- Email Deployment Test
- Email Deployment Unschedule
- Email On Demand Send
- Email Opt In/Out Lookup
- Email Optin Queue
- Email Optout Queue
- Email Flag Email As Invalid
- Email - Checklist for Sends Created via API Calls
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- Email Services - Overview & Capabilities
- Email Builder - User Guide
- Email - Deployment Checklist & Best Practices
- Omeda - Getting Support
- Email - Advanced Features
- Email - A/B Testing
- Email - Appending Lists On Triggered Deployments
- Email - Assigning Link Tracking Categories
- Email - Automated ACS Notifications
- Email - Deliverability
- Email - Dynamic Content
- Email - FAQs
- Email - Glossary
- Email - Link Tracking Errors
- Email - Merge Variables
- Email - Preference Page
- Email - Recurring Deployments
- Email - Triggered Deployments
- Email - User Set-up
- Email - Web Tracking
- Email - Web Tracking String Parameter Definitions
- Email Builder - Getting Started
- Email - Stealth Link
- Email - Clickbot Reporting
- Email - Validation Services
- Email - Opt-Out Footer Merge Variable
- Reports - Email Reporting
- Email - Whitelisting Email Newsletters
- Email - Request a New Deployment Type
- Email - Behavioral Data
- Email - Deployment Defaults
- Email - Deployment Type Creation
- Email - Automation for Email Sending
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- Odyssey - Audience Element
- Odyssey - Timing Elements
- Odyssey - Email Element
- Odyssey - Filter Element
- Odyssey - Form Submit Element
- Odyssey - Export Element
- Odyssey - Split Element
- Odyssey - Personalization Element
- Odyssey - Metering Element
- Odyssey - Pathfinder Element
- Odyssey - Google Ad Manager Element
- Odyssey - Adroll Elements
- Odyssey - Facebook Elements
- Odyssey - Goal Element
- Odyssey Overview
- Odyssey - FAQs
- Odyssey - Reporting
- Odyssey - Querying Element Visitors in Audience Builder
- Odyssey - Using Profiles
- Odyssey - Email Merge Variables
- Odyssey - Omeda's Email Designer
- Odyssey - Email Designer Templates
- Odyssey - Merging Paths
- Odyssey - Creating Custom Templates
- Odyssey - Voyage Templates
- Odyssey - Editing an In Progress Voyage
- Odyssey - Error Troubleshooting
- Odyssey - Dynamic Content
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- Audience Builder (OnQ) - Admin User Guide
- Audience Builder (OnQ) - How To Query Customers
- Audience Builder (OnQ) - Match Evaluation
- Audience Builder (OnQ) - Overview
- Audience Builder (OnQ) - Query Result Outputs
- Reports - Audience Builder (OnQ) Reporting
- Email - Behavioral Data
- Audience Builder (OnQ) - Advanced Features
- Audience Builder (OnQ) - Querying Olytics Fields
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- How to conditionally display a question on your form (video)
- How to create and add an email confirmation to your form (video)
- How to update a demographic (video)
- How To Use A/B Testing on your Dragon Webform (video)
- How To Use Progressive Profiling
- How to send a user back to your website after form submission (redirect to a return URL)
- Best practices for testing forms
- Dragon Forms URL Structure and Appending Parameters
- Form Builder (Dragon) - Overview
- Form Builder (Dragon) Themes
- Form Builder ADA Compliance
- Styling Your Dragon Webforms
- Test links v. live links
- Using a Custom Domain for your Dragon Webform
- Using Dragon Form Builder to capture a Behavior Subscription Attribute
- 2020 Form Builder Updates
- Form Builder - Using Campaign Promo Codes
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- Knowledge Base Home
- Data Management & Governance
- Manage Users UI
Manage Users UI
Manage Users UI
The purpose of this UI is for our Client Admin users to be able to maintain their own users. The Client Admin will need to have the appropriate permissions to be able to access the UI. The Client admin will be able to activate, edit, clone and delete their own users. Please speak with your Account Services Manager to gain access.
Activate:
Within the Manage Users UI, you will see a list of your current users in your database. The status indicator will allow you to reactivate a user that has gone to inactive status due to inactivity. You can click the Status Indicator to toggle them back to Active status. The user’s Status will now be Green. You can also click Edit from the Actions menu and Activate the user this way.
Edit:
From the Actions Menu, you can choose to Edit a user. Editing a user will allow you to update Personal Information and Contact Information. You will not be able to edit the access or permissions a current user has. If you need to update access/permissions for a current user, please contact your Account Manager as normal.
Clone:
From the Actions Menu, Clone will allow you to create a new user based on a current user. The new user will assume all the same permissions and access as the user you are cloning from. From your list of current users, choose the one you want to clone and select from the Actions menu on that person. It will bring up an Edit screen where you can enter the new user information and SAVE. An email will be sent to the new user with log in and temporary password instructions.
Delete:
From the Actions Menu, you can choose to Delete a user. Deleting a user will remove them from your list of current users. This would be used for a person who is no longer at your company and you wish to remove their access. If you would like to deactivate their userid, but not remove them from your list, you can toggle their Status Indicator to “off” and it will go from green to grey.