Overview
This guide details how to create view-only permissions to your Emarsys Account for your Mention Me CSM.
As Emarsys and Mention Me work closely together, granting Mention Me access to your Emarsys account allows us to provide recommendations on where advocacy data can fit into your segmentation or contact strategy.
The permissions will be view-only for specific functions and will not include access to personally identifiable customer data.
Mention Me will have permission to view the following
- Automation Performance
- Email Campaign Performance
- Strategic Dashboard
- Tactics Enabled
Steps needed to give Mention Me Access
- Create a new Mention Me Role with permissions
- Create a new user and assign the right role
Pre-requisites
You must have an Account Owner role in Emarsys to create new roles and users.
Step 1: Create a new Mention Me Role in Emarsys
More information about how to create Roles in Emarsys can be found here.
1. Log in to Emarsys as the Account Owner
2. Go to Management → User Management → Roles
3. Click Create Role
4. Name the Role “Mention Me” and include a description
5. Set the Role permissions as follows:
6. Save the Role
Step 2: Create a new Mention Me User in Emarsys
More information about how to create Users in Emarsys can be found here.
1. Log in to Emarsys as the Account Owner
2. Go to Management → User Management → Users
3. Create a new user
4. Enter your Mention Me CSM details
5. Select the Mention Me Role from the Access Roles dropdown
6. Click “Next” and confirm the user creation