One of the most pressing questions for a new Account Admins is, "How do I come up to speed?" Have you wondered that very same thing? Follow along with this article and learn more about adding a new Account Admin, how to better understand your account configuration and general Admin processes going forward.

Add or Update an Account Admin

Update a User to Account Admin

• Access the User Profile
• Edit the User Role from User to Account Admin

Add a New Account Admin

• There are several options for adding Account Admins as you onboard them. 

  • Manually Add a User
  • Manual CSV Import
  • Scheduled CSV Import

• Once user is in the system, edit the User Role from User to Account Admin

How Do I Access the Manage Tools?

How Do I Navigate to the Manage Tools?

You will first log into the system and by default you will view the Learning Environment. To access the Manage Tools, you select Manage from the User Menu on the top right of the Learning Environment. 

What Tools are Available?

The Manage Tools are listed along the left hand side. From there, you have access to:

• Dashboard
• Campaigns
• Reports
• Site Config & Integrations
• Users
• Groups

Understand Current Campaign Flow

More Details Coming Soon!

• User Data
• Dynamic Groups
• Open Campaigns

Account Admin Guide

Below are video sessions as well as created written documentation for the various steps of administering an existing account. 

User Management

• User Management Guide
• User Management Training Session

Training Assignments

• Training Assignments Guide
• Communication Strategy Guide
• Training Assignments & Communication Strategy Training Session

Monitoring Campaigns

• Monitoring Campaigns Guide
• Monitoring Campaigns Training Session