User and team administration

EngageOne Communicate is a multi-tenant cloud environment. Each company has their own distinct tenant, with their own teams, and the members of a given team each have distinct roles that determine what they can do.

The account/team hierarchy can be used to separate companies and business units to restrict who has access to projects, templates, data, etc.

A company administrator can create a new team using Account Settings. As part of the team creation process, the administrator must specify the team’s name and data location.

Note: The administrator can make the new team a beta team by selecting the option for that feature. See Beta teams for more information.

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, and then the cogwheel symbol .

The Account Settings screen is displayed:

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:

  1. Click the + New Team button. The following screen is displayed:

  2. Enter the Team Name and select the Data Location. Select Opt Into Beta if you want this team to be a Beta Team (see Beta teams).
  3. 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:

  1. Select the team that you wish the user to be part of (if the team does not exist, you must create it first).
  2. Click the + Add User button.
  3. Select a user from the list, or click Invite new user and enter the new user's detail in the dialog.
  4. 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 Account types.

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 Delete symbol to the right of Role.
  • To add a member to the team, click the + Add User button and follow the instructions above.
  • To change the Role of a user, select another option in the Role dropdown.

Beta teams

Some Communicate releases include beta features: previews of upcoming functionality. Beta features arer released to early adopters so that feedback can be collected in order to 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.

Once a team has been set to beta access, there is no way to remove that designation, so it is best to create a new beta team for the purpose of exploring experimental features, rather than making a core team into a beta team.