Administration

Administrative actions are performed using the Admin console that is accessible using the Admin link in the Application Header.

Administrative actions (other than My Account Updates) are reserved for designated administrators from your organization.

User Administration

User administration consists of three components: My Account, Manage Users, and Manage Groups.

My Account

The My Account area is accessible to all users. It allows users to update their name, title, department, and contact information. It also provides a means for the user to change his or her password. After making changes, click Save.

Manage Users

The Manage Users section allows administrators to manage all of the user accounts. The search box at the top of the form allows administrators to quickly narrow the view. Click the column headers to sort the columns in ascending or descending order. To remove a user's account, select the check boxes on the left and click Delete Users. To edit the user account, click the hyperlink in the User Name column. To download a list of user account information, click Download at the upper right of the form. Consider using the Manage Users - Full List view to quickly search for the set of users with access to a particular client ID or to find all administrators.

Creating a user

To create a New User, click New User at the top of the form. Complete the New User form. Name, email, user name, and Password are mandatory. On the bottom of the form, select which client IDs (if your organization has more than one) to which this user should have access. If the list is long, consider using the Search box at the top of the table. Also, choose the User Group to which he or she should belong using the drop-down menus. When you are finished, click Save.

Manage Users - Full List

Because some users are associated with multiple client IDs and, therefore, might be associated with multiple user groups, the Manage Users - Full List view offers a comprehensive list that can be sorted and searched. Use this view to quickly find all users that are associated with a particular client ID, find a list of all administrators, or other.

Manage Groups

User groups govern to what a particular user has access. Therefore, it is important to ensure that each user group is carefully created and that new users are placed in appropriate groups.

The Manage Groups section allows administrators to manage all of their user groups. The search box at the top of the form allows administrators to quickly narrow the view, including searches on client ID or client name. Click the column headers to sort the columns in either ascending or descending order. To remove a user group, select the check boxes on the left and click Delete Groups. To edit the user group, click the hyperlink in the User Group Name column. To download a list of user groups, click Download at the upper right of the form.

New User Group

To create a New User, click the New User Group button at the top of the form. Give the group a name and click Select to choose a client ID. Under Permission options, check the box to the left of every function to which you want the user group to have access.
Note: Only administrators have the ability to share a report view with a user group without granting them access to the report. For example, you might not want your agency to have access to all of your marketing programs, but you might want to give them access to your Display Ad Campaign results. In their user group, remove access to the "Marketing Programs" report. Then go to Marketing Programs and create a new report view (for example, Display Campaigns) and save it. Then click Share and share it with your agency's group.

Manage IP Restrictions

Although careful allocation and maintenance of user accounts should provide sufficient security for your reports, you can also specify the Internet Protocol (IP) addresses from which your Digital Analytics reports can or cannot be accessed.

Search for your IP range in the search box at the top. Click the column headers to sort the columns in ascending or descending order. Click the check boxes on the left and select Delete IP Ranges to remove any ranges. Click the IP Range hyperlink to edit the range.

Create new IP range

  1. Click New IP Range.
  2. Select a Client ID for which you would like to set up the IP range.
  3. Decide on an action:
    • Allow Access from the IP Range: Allows only the IP ranges that you specify to access your reports.
    • Restrict Access from the IP Range: Prevents the IP ranges that you specify from accessing your reports.
  4. Type the IP Range.
  5. Click Save.

Password Setting

If you decide that current password settings are stricter than is necessary for your business, you can adjust to a more lenient setting. The Standard password must be eight characters long, but does not require any special characters. Further, you can specify a password expiration policy.

Export Settings

The Export Settings area enables the administrator to view, edit, and create the parameters for data exports. These settings are used for Digital Recommendations, Import, the Standard Data Export, LIVEmail, and the Digital Analytics - WebSphere® Commerce integration among other exports.

Manage exports

The search box at the top of the form allows administrators to quickly narrow the view of established exports settings. Click the column headers to sort the columns in ascending or descending order. Select the check boxes on the left and click Delete SFTP Targets to remove export settings. To edit the export setting, click the hyperlink in the Export Target Name column. To activate a target, check the box and click Publish.

Create an SFTP target

To create an SFTP target, click Create an SFTP Target. Select the Client ID, give the target a name, specify the SFTP server, the port, the directory path, the user name, and the password. Then select your SFTP transmission option.