User Management

You can create new users in Omnichannel Personalization Cloud Portal and provide them access to perform different tasks in the application, based on the assigned roles.

Notes (New UI)

Algonomy Support team will create a Customer Admin account which will have the privilege to manage users for the particular customer site/sites. When a new user gets created, the Customer Admin will be able to assign roles that are specific to each site. This is applicable to customers who have been set up with more than one site ID in the personalization platform. As the Customer Admin, you will be prompted to select one or multiple sites (via Site Search field) before selecting the Roles that are to be assigned to that user on the selected site(s). Alternatively, the Customer Admin will have the option to select ‘All sites’, enabling the user who is being created/edited to have the same Role assignment on all the site(s) the user has access.

If you as a Customer Admin want to assign the user with a set of Roles specific to one site, then you will have to select the site first via the site selector, then select the Roles via the provided Role checkboxes and save that combination. As a second step, you will have to create another combination of site(s) and Role(s) using the Add Site Group button. This ability to have a set of Roles specific to site(s) will be available while a new user is being created or when a user’s profile is being edited as the Customer Admin.

The system will save the different Role-Site combinations as an accordion on that user’s profile. The system will automatically readjust the Role-Site association based on the site(s) and Role(s) selected during the user management process.

For example, suppose a customer has 2 sites provisioned in the Omnichannel Personalization platform and you as the Customer Admin want to assign the Manage Report role to the user for site 1, but doesn’t want the same user to have a Manage Report role for site 2, with the new user interface it will now be possible to use the Add Site Group button.

Portal Users

To view the User Management section:

On the Omnichannel Personalization Dashboard, go to Admin > Portal Users.

The User Management page is displayed.

Note: To view the User Management section, the user should be a Customer Admin i.e., should have the Manage User role assigned to him/her.

You can perform the following tasks on the User Management page:

  • Add Users

  • Delete Users

  • Search for Users

  • Export User Details

Adding Users

You can create different users and associate them with different sites and roles specific to each site.

To add a new user:

  1. On the Omnichannel Personalization Dashboard, go to Admin > Portal Users.

    The User Management page is displayed.

  2. Click Add User.

  3. Specify the following details:

    • First Name: Enter the first name of the user.

    • Last Name: Enter the last name of the user.

    • Email: Enter the email ID of the user.

    • Employee ID: Enter the employee ID of the user.

    • Language Preference: Enter the language.

    Note: First Name, Last Name, and Email are mandatory. You cannot create a user with a group email address.

  4. Select the Manually enter password checkbox to manually enter a default password for the user.

    1. Type a password.

      IMPORTANT: Password must contain an uppercase character, a number, and a non-alphanumeric character. It should be between 8 – 15 characters.

    2. Confirm the password.

  5. Add the site/sites the user should have access to.

    Note: Customer Users will only be able to see those sites for which they have been provided access to.

  6. Select the checkboxes corresponding to the roles you want to assign to the user.

    For more information about roles and permission, see Dashboard Roles and Permissions.

  7. Click Save.

    The new user is added and displayed on the User Management page.

    To change the password, click your email address on the left side navigation and select My Account.

Deleting Users

IMPORTANT: A deleted user cannot be made active again. You need to contact the Algonomy Support team to reactivate the user.

To delete a user:

  1. On the User Management page, select the user you want to delete.

  2. Click Delete Selected.

  3. In the confirmation window, click OK.

Searching for Users

You can search for users based on the site/sites assigned to users.

To search for users:

  1. On the User Management page, in the Search box, select any of the following search criteria from the dropdown list:

    • This Site - To get the list of users having access to the selected site.

    • All Sites - To get the list of users having access to any of the sites with which the customer is associated.

  2. Type the name of the user in Search for box and then click Search.

Exporting User Details

To export user details:

  1. On the Omnichannel Personalization Dashboard, go to Admin > Portal Users.

    The User Management page is displayed.

  2. Click Export. The details of all users will be downloaded.