Overview
The module solves
| Request | App |
|---|---|
Increase the confidentiality of data in portal | |
Set the date and times, the languages, the notifications and limitation in portal | |
set up permission on the objects that portal are being | |
Manage accounts on portal | |
Features are provided by CDP 365 | |
Share my account with other users |
Data Encryption
Data Encryption set the data of audiences in CDP 365 more confidential.
There are two tabs
Decrypt Permission tab manages accounts that could view the details of encrypted data.
Encrypted Fields tab manages attributes of the Customer or Visitor Business Objects that are encrypted.
To decrypt the data, please follow these steps:
Step 1: Click on the 'Add more field' button.
Step 2: Check the boxes accordingly.
Step 3: Navigate to the Customer Business Object, select the encrypted data, and click on the option to decrypt it.
Step 4: Enter your login information.
Step 5: If you wish to decrypt all other encrypted attributes, check the corresponding box.
General Settings
The app includes 3 tabs
Default Settings tab manages the language, time zone, date and time, and currency format for all accounts in CDP 365
Limitation tab gives warnings about the time to delete data if it is disabled or archived. The time is different between features.
Notification tab sets which accounts and which channels would receive notifications when someone interacts with a feature.
Roles
There are two ways of using this app
Create a role for a group of accounts, for example, super admin is a role that can access and edit any features in CDP 365, or Marketing Team is a role that can access and edit apps of Marketing Hub.
Grant a role for a group of accounts.
Create a role
Set the configuration
Name and code of the role. The code is generated by the name
Permission manages permission and grant permission by menus
Permission includes the ability of an account to view and edit menus
Grant permission is the permission of an account that could grant the permission for other accounts
Select users allows adding accounts in CDP 365 that could receive this role.
To edit the role
Click the name of the role
Change the configuration
Click Save
Grant a role
A role can be granted
If in the creation of the role, 'Select users' to grant the role
If the role was created, go to Accounts
Accounts
This app allows
Creating a new account
Managing accounts
Granting permission to an account
Create a new account
Click create icon
Set the configuration
Email is the email of the account to be created
Request verify email, the account is active only when the user verifies via email
Account type has account and manager account
Account is a normal account that has permissions only when manager account grants them
Manager account has a primary account that has authority to grant permission to others
Click SAVE
Manage accounts
An account could be inactive or removed if
Click a cell on the left of the account
Go to EDIT
Select a status the account is aimed to change
Grant permission
Click an account
Open the settings of the account including 3 tabs
Summary tab includes the configuration of the account
Permission tab includes the role in which the account is granted
Account sharing tab manages the emails which have the right to use this account
Menus
The app shows features provided by CDP 365.
Account Sharing
This app allows sharing an account with other emails. It also limits the permissions of those emails to use modules in CDP 365.
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