Granting your Mention Me CSM access to your Emarsys Account

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 very closely together, granting Mention Me access to your Emarsys account allows us to make recommendations as to where Advocacy data can fit into your current segmentation/contact strategy.

The permissions will be view-only for specific functions and will NOT have any access to 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:

1. Create a new Mention Me Role with permissions
2. Create a new user and assign the right role

Pre-requisites:

You need to 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

• Log in to Emarsys as the Account Owner
• Click Management > User Management > Roles
  
  
  
  
• Click Create Role
  
  
• Name the Role as Mention Me and include a description 
  
  
• Set the Role permissions as follows:
  
  

• 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

• Log in to Emarsys as the Account Owner
• Click Management > User Management > Users
  
  
• Create a New User
• Enter your Mention Me CSM details
  
  
  
• Select the Mention Me Role from the Access Roles drop down
  
• Click Next and then confirm the user creation