To edit Users' access, password, photo, name, etc., follow these steps:
Step 1 Log into the MDP
Step 2 Click Administration from the main menu
Step 3 Hover over Permissions
Step 4 Click the Users sub-category
Step 5 To edit a user, click the user within the list
Step 6 Click the Edit option
Step 7 Update the desired User Detail fields:
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- Email Address
- Username
- First Name
- Last Name
- Phone Number (optional)
- Default Product
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Note: The Default Product field will only appear if more than one Marquis Product is enabled within the platform. It is used to identify which product the user login should open up into when logging in.
7.1 Place a checkmark in the Require Password Reset to enforce changing the password at next login
7.2 Uncheck in the Active box to disable the user login
Step 8 To change the image on the user, click the image icon located above the email address field
8.1 Click in the center to browse out to select an image file
8.2 Use the blue square to crop the image to the desired look
8.3 Click in the center, hold and drag to set the center of the image
8.4 Once placement and look is set, click the Save button
Step 9 Click Marketing Data Platform within the User Administration menu
9.1 To add an additional role, click the role within the list
9.2 Click the single right arrow to select the highlighted role
9.3 To remove a selected role, click on the role within the Active Role List
9.4 Click the single left arrow to move it back to the list
Step 10 To change the institution assignment, click the Institutions tab
10.1 Click on the institution within the list
10.2 Click the single right arrow to select the highlighted institution
10.3 To remove a selected institution, click on the role within the Active Institutions List
10.4 Click the single left arrow to move it back to the list
Note: The institution must be selected in order for the user login to have access to the data within Business Insights.
Step 12 Click the Save button
Article Reference: MNET405