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Table of Contents:
My Account Accounts IP Restrictions Email Administration Action Ready Reports Admin Virtual Analyst Recommendations Manage Vendor Channels DIP Report Coremetrics Excel Plug-in Alias Optional Fields
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Admin: My Account
My Account displays account information for the logged-in user. Users with User Profile privileges can update this information.
Examples of Usage: Change your password and contact information. The Change Password page is displayed when your password has expired or when you click on the Change Password button on the My Account page. Update the listed Email address to provide you with email notifications when setup reports have completed running (and are available for viewing in the interface). View your user group setting to better understand your user privileges within the interface.
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To Change a Password
1. Click Change Password. 2. Enter your new password in the New Password field. 3. Enter the same password in Confirmed Password. 4. Click the Save button. * If you see this page, but do not see the Change Password button, you do not have the necessary permissions to change the password. You should contact your administrator.
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Admin: Accounts
The Accounts section displays the list of users that have been added to user groups. It includes the basic information about the users and provides access to the user account information. The default view of this page is User Accounts. This report is available to administrators only.
Examples of Usage: View current users, user settings, and login access for all groups registered in the Coremetrics interface. Create new users and edit current group, email, and login access (identify and/or unlock users locked out). Assign permissions for accessing individual reports within the User Group. Sort the listing by Group to identify all users that have been given administrative access *Any modification to a users account requires the users password to be reset.
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TruePath Analysis:
Form Analysis: Allows the user permissions to view the Form Analysis Report. Funnel Analysis Report: Allows the user permissions to view the Funnel Analysis Report.
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Admin: IP Restrictions
Utilize IP Restrictions to manage which IP addresses have permission to view your reports, with the option for exclusive and inclusive restrictions.
Examples of Usage:
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Note: one-off Action Ready Reports are not shown in the list This screen displays the current list of Action Ready Reports that have been created. From this list you can create a new report and delete or edit an existing report.
To edit an existing report, click the icon in the Action column for this report. The Email Set-up page is displayed.
To create a new report, click the Create New button. The Email Set-up page is displayed.
To delete reports, check the checkboxes for these reports and click on the Delete Checked button.
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Note: You must have Microsoft Excel installed on your PC to use the Excel Plug-in. You also need to have the .NET framework installed or you will be asked to download and install it before the installation can take place. In addition, decompression software such as WinZip, IZArc, StuffIt or 7-Zip is required to unzip the downloaded plug-in file.
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