Administering
Administrators play a significant role in planning, connecting data sources, configuring,
implementing, and maintaining the tools that account managers and others use to manage B2B
operations. Administrators are responsible for setting up and tailoring B2B dashboards to meet
business needs.
Data planning with sample data and real data
When you set up the DTK for the product preview, you need to determine whether to use sample data or real data. Initially, setting up the DTK to use sample data is quicker and minimizes risks. Setting up the DTK to use real data increases the realism and relevance of the product.
Administrator tasks with sample data
The administrator is responsible for helping ensure a functional DTK environment for previewing the product. These tasks might include setting up, configuring, and modifying accounts, product features, and displays. When you are using sample data with your developer toolkit (DTK), you can perform some additional administrator tasks.
Configuring the account dashboard to display real data
As an administrator, you can set the account dashboard to display real data for the KPIs that support real data integration.
Setting up the list of accounts
Administrators can set up the list of accounts that account managers can select from for their account dashboard views.
Editing the account list
If you have set the display setting to use real data, you can edit the list of selectable accounts. You can select accounts for multiple sellers or enterprises.
Customizing the account dashboard layout
Customizing a dashboard is essential to make sure that it meets your specific needs. By customizing the dashboard, you can create a tailored experience that focuses on what matters, boosts productivity, and improves decision making.