Information for: DEVELOPERS   PARTNERS

Creating and managing users

To view and change settings in Profile Manager, you must sign in as an authenticated user. To sign in, visit the appropriate Profile Manager website for your geographic location. If you don’t have a user account, you can create one if you are an administrator and have permission to create accounts, or you can have an administrator create an account for you.

For more information about available Profile Manager websites, see the Signing into Profile Manager section on the Profile Manager introductory page.

By default, every new Profile Manager customer account is set up with three user groups:

  • User – Can review people details for visitors, and can manage segments
  • Administrator – Can access all available Profile Manager features, including managing users and group security
  • API user – Can authenticate to the Acquia Lift API, and can access API functions

Creating a new user account

To create a new Profile Manager user account, you must be an administrator or a member of a security group that has permission to manage users. To create a user account, complete the following steps:

  1. Sign in to Profile Manager, and then click the Configure tab.
  2. Click the Users link if not already selected.
  3. Click the Add new user button.
  4. In the Email field, enter the user’s email address.
  5. In the Full name field, enter the user’s full name.
  6. In the User group list, click the name of the user group to which you want the new user to belong (typically one of the default groups, although an administrator can create more groups).
  7. In the Password field, enter a password for the user which meets the Profile Manager password strength requirements, and then re-enter the same password in the Confirm password field.
  8. Depending on your requirements, change the following settings:
    • Show password check box – Displays or hides the password that you create
    • Enabled check box – Enables or deactivates the user account
    • Change password next login check box – Prompts the user to change the account’s password during the next successful sign in attempt
    • Email user a link to set their password check box – Emails a link to users that they can click to change their password and access Profile Manager
  9. Click Save to create the new user.

Finding user accounts

To find a user account in Profile Manager, complete the following steps:

  1. Sign in to Profile Manager, and then click the Configure tab.
  2. If not already selected, click the Users link. Profile Manager displays a list of users.
  3. To search for a specific user, enter your search criteria in one of the following fields:
    • Find a name – Limits your search to users with a specific name. You can enter a partial or complete user’s name.
    • Find an email – Limits your search to users with a specific email address. You can enter a partial or a complete email address.
  4. Click Search to display the available results.

Managing user accounts

Depending on your needs, after you find a user account, you can edit its associated user information or completely remove the account from Profile Manager.

Editing user accounts

To edit an existing user’s information, after you find the account, click the account’s name, and then change other values as required.

Ensure you click Save to save your changes.

Deleting user accounts

To delete a user, find the user account that you want to remove, and then click the account’s Delete link.