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.
- 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:
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.
- Training Assignments Guide
- Communication Strategy Guide
- Training Assignments & Communication Strategy Training Session