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. You can find this option by clicking your name in the upper right-hand corner of the Omeda portal and then selecting Manage Users. Please speak with your Account Services Manager to gain access.

Open

Manage Users Dashboard:

When on the landing page, The Client admin will be able to activate, deactivate clone and edit and their own users. A brief description of each action can be found below:

Open

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 Activate option from the Actions Menu, or go into the Edit option and update their System Access to “Active”. The user’s Status will now be Green.

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.

Deactivate:

From the Actions Menu, you can deactivate a user if they are no longer with your company and/or you want to revoke their access. Alternatively, this can also be done on the Edit screen under the Details tab by selecting 'Inactive' for System Access.

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, as well as Application and Profile permissions. If you need to update additional access permissions for a current user, please contact your Account Manager as normal.

The Edit screen is broken out into 3 section; Details, Applications, and Profiles

Details:

Within the Details section you will find the System Access toggle which Actives and Deactivates a user. Also found within this section are the user’s General Information and Contact Information

Applications:

Within the Application section you will be able to view and modify the users access to new user interface applications such as Audience Builder, Data Load, and Form Builder. When a user has an application permissions turned on, a subfolder will appear for that application. Within that subfolder are additional permissions to further customize user access.

Profiles:

Within the Profiles section you can view and manage the user’s access to all Audience Builder profiles.

Table of Contents