User and team administration
EngageOne™ Communicate is a multi-tenant cloud environment. Each company has their own distinct tenant, with their own accounts and teams, and the members of a given team each have distinct roles that determine what they can do.
The account and team hierarchy can be used to separate companies and business units to restrict who has access to projects, templates, data, and so on.
There are four different types of account:
- Trial - a free trial with a limited number of recipients. Trial accounts have sample projects to help you get started. If you open the Projects screen, you will see the sample projects.
- Basic - an account where you sign up and pay for a set number of recipients. If you exceed this limit, you will be invoiced for additional usage.
- Premium - similar to Basic, but with a higher allocation of recipients. Again, if you exceed the limit, you will be invoiced for additional usage.
- Enterprise Plan - if you need more recipients than Premium provides, contact Precisely for a quotation.
A company administrator can create a new team within an account using Account Settings. To access this screen, click the person symbol at the top right, then click the cogwheel symbol 
. As part of the team creation process, the administrator must specify the team's name and data location.
Once the administrator creates a new team, they can add team members to that team by searching for team members already available to add, or by manually adding a team member.
When manually adding a team member, the administrator must specify the following:
- First name
- Last name
- Email address
- Role
If a team member is part of multiple teams, they can switch from one team to another by clicking their name in the upper right portion of the Communicate header and then selecting the appropriate team. By default, this list displays up to six of your most recently accessed teams.
If you are a member of more than six teams, a View all teams option will appear which will display a list of all teams to which you are a member.
If you are a member of more than one account (for example, if you are a systems integrator working with multiple clients), a Switch accounts option will appear below the name of the currently active account. Clicking this option will display a list of the accounts of which you are a member. Once an account is selected, the General team will be activated (if it exists and you are a member), or else the first available team.
Managing teams and users
To manage teams and users, click your name at the top right, then the cogwheel symbol .
The Account Settings screen is displayed. Click the Teams tab:
If no teams have been created, only one team is shown, called General. By default, the only user in that team is the user who is currently logged on.
To add a new team:
- Click the + New Team button. The following screen is displayed:
- Enter the Team Name and select the Data Location.
- Click OK. The new team appears in the list of available teams:
This shows a new team called Test Team 1. As for the General team, the only user in the team by default is the currently logged in user.
To add a new user to a team:
- Select the team that you want the user to be part of (if the team does not exist, you must create it first).
- Click the + Add User button.
- Select a user from the list, or click Invite new user and enter the new user's detail in the dialog.
- When the user appears in the list, set the role using the dropdown list under Roles. For details of the available actions for different roles, see User roles.
To modify a team:
Go to the Account Settings screen as shown above, and select the team that you wish to change:
- To remove a member from the team, click the bin icon at the bottom.
- To add a member to the team, click the + Add User button and follow the instructions above.
Beta features
Communicate Beta is a test environment for upcoming features in progress. By using the beta version of Communicate, you are helping Precisely test fixes and product enhancements before we release them to the general public.
Some Communicate releases include beta features, which are released to early adopters so that feedback can be collected improve these features.
Beta features may be incomplete, are not covered by any Service Level Agreement (SLA), and may change in future releases based on feedback.
By default, beta features are disabled and you must opt in to access them. To do this, click the question mark (?) icon at the top right of the Communicate homepage, then select Release Notes in the dropdown. Click Beta Release; this shows a summary description of any beta features. To access the beta features, click the button Request Beta Access; this opens a new email that will request beta access from Precisely.
Archiving
Communicate allows you to archive the communications for a team. This is done using the Communicate API.
To enable archiving, click the Archiving API tab and the click the Archive Communication button (which is set to OFF by default). You then have the following options:
You can archive SMS or Email communications, or both, for a maximum of 30 days. Note that assets, such as images, that are included with an email communication will be added to the archive zip file.
Use my Domain
EngageOne™ Communicate allows you to use your own domain or sub-domain for video communications that are hosted on Precisely servers. To do this, click Video - Use my Domain.
The following screen is displayed:
Enter your domain or sub-domain in the box provided. Then click Generate CNAME values. The following screen is displayed:
Once the SSL certificate has been issued, the message SSL Pending will change to Secured with SSL.
Further Information
The reason for the CNAME values is that before we can issue a certificate for your site, we must prove that you own or control the domain name that you specify in your request.
We use DNS validation to check the domain. Your DNS provider maintains a database containing records that define your domain. We provide you CNAME records that must be added to this database. These records contain a unique key/value pair that serves as proof that you control the domain.
CNAME records should be added to the database only once. We will automatically renew your certificate as long as the certificate is in use and your CNAME record remains in place. Your CNAME information should be added in the following format:
| Domain Name | Record Name | Record Type | Record Value |
|---|---|---|---|
| example.com | _a79865eb4cd1a6ab990a45779b4e0b96.example.com. | CNAME | _424c7224e9b0146f9a8808af955727d0.acm-validations.aws. |
All three of these values (Domain Name, Record Name, and Record Value) must be entered into the appropriate fields of your DNS provider's web interface for adding DNS records. Providers are inconsistent in their handling of the record name (or just "name") field. In some cases, you are expected to provide the entire string as shown above. Other providers automatically append the domain name to whatever string you enter, meaning (in this example) that you should only enter: _a79865eb4cd1a6ab990a45779b4e0b96 into the name field.
Your new certificate may continue to display a status of Pending validation for up to 30 minutes after adding to the database.
If we cannot validate the domain name within 72 hours, the status will change to Unsecured. The most likely reason for this is that you did not successfully update your DNS configuration with the value provided. To remedy this issue, you must remove the existing certificate and add it again.
Unsubscribe Page
You can add an Unsubscribe link to an email (see Adding an unsubscribe link to email for how to do this).
For further information about unsubscribes, see Unsubscribes.
The Unsubscribe Page tab allows you to customize the appearance of the Unsubscribe page that is displayed when the user clicks the Unsubscribe link in an email.
The tab looks like this:
Select the Subscription settings tab (displayed by default). This allows you to design an unsubscribe page for the user that allows them to subscribe or unsubscribe for emails of each available category, under the overall heading Set your Email Subscription Preferences (this title can be customized). Use the editing area at the right to customize the content and appearance of this page.
Once you have designed the unsubscribe page, click the Confirmation tab, then use the editing area at the right to customize the appearance and content of the Confirmation page (the page that the user sees when they save their unsubscribe settings).
The editing area at the right looks like this (it is the same for both options):
Changes made in the editing area are reflected immediately in the left hand area.
You can specify the following:
- Logo. Specify a logo and the Alt text that is shown if the logo cannot be displayed.
- Colors. Specify the color for the message text and background, also the button and button text.
- Unsubscribe message. Specify the unsubscribe message text.
- Unsubscribe button. Specify the unsubscribe button text.
- Confirmation message. Specify the confirmation message (this is displayed after the user has clicked the unsubscribe button).
- Confirmation button. Specify the confirmation button text.
- Empty page text. Specify the text to be displayed if a recipient has no available categories from which to unsubscribe.
- Footer. Specify the footer for the unsubscribe page (typically contains the copyright and date).