Creating and managing users¶

To view and change settings in Personalization, you must sign in as an authenticated user. To sign in, visit the appropriate Personalization 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 Personalization websites, see Signing into Personalization.

By default, every new Personalization 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 Personalization features, including managing users and group security
API user: Can authenticate to the Personalization API, and can access API functions

Creating a user account¶

To create a new Personalization 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:

Sign in to Personalization and click the Configure tab.
Click the Users link if not already selected.
Click the Create User button.
In the Full name field, enter the user’s full name.
In the Email field, enter the user’s email address.

Note that the email address must be unique in a specific region. However, there can be duplicate email addresses that belong to different regions. For example, 1 user for US-east and another user for APJ.
In the User group list, select the name of the user group to which you want the new user to belong.

Typically, select one of the default groups, although an administrator can create more groups.
In the Password field, enter a password for the user, ensuring that it meets the Personalization Password requirements.
In the Confirm password field, re-enter the same password.
Depending on your requirements, update the following settings:
- Enabled checkbox: Enables or deactivates the user account.
- Change password next login checkbox: Prompts the user to change the account’s password during the next successful sign in
- Email user a link to set their password checkbox: Emails a link to users which they can click to change their password and access Personalization
Click Save to create the new user.

Password requirements¶

Passwords used for creating user accounts must meet the following criteria:

Is at least 8 characters in length
Has at least one capital letter
Has at least one lower case letter
Has at least one special character

If the above conditions are not met, the system displays an error message as you start typing the password.

Changing user passwords¶

Personalization users may change their own passwords.

To change your user password:

Visit https://accounts.acquia.com/sign-in.
Click Forgot username or password.
Enter your E-mail.
Follow the instructions on the email when you receive it.

If you are unable to change your password, your Personalization administrator can do it for you. For more information, see Resetting password for another user.

Resetting password for another user¶

A user with access to Profile Manager may reset another user’s password. If you want to update your own password, you can access the Change Password tab. For more information, see Updating passwords.

To reset password for another user:

Sign in to Personalization and click the Configure tab.
In the left navigation menu, under the User Management section, click Users if it’s not already selected.

Personalization will display a list of users.
Select the user you want to reset the password for.
Click Email user a link to reset their password.

Personalization will send an email to the specific user with password reset instructions.

Finding user accounts¶

To find a user account in Personalization:

Sign in to Personalization, and then click the Configure tab.
If not already selected, click the Users link. Personalization displays a list of users.
To search for a specific user, enter your search criteria in Search user and click Search to display the available results. You can search either by user name or email address.

Managing user accounts¶

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

Editing user accounts¶

To edit an existing user’s information, locate the account, click the account’s name, and update values as required.

Ensure that you click Save to save your changes.

Deleting user accounts¶

To delete a user, locate the user account that you want to remove and click the account’s Delete link. The system displays a warning message to confirm the operation.