Administration
Articles covering features shared across all three products: user management, roles and permissions, security, system requirements, and data retention.
7 articles
User RolesOverview of standard user roles and permissions
Changing a User's RoleHow to update a role assignment on a user
How alert visibility and assignment work in eComms ReviewIn eComms Review, which alerts a Supervisor can see is determined strictly by the single User Group tagged on each alert. Assignment is a separate workflow mechanism that indicates ownership…
How message visibility works in the archiveAccess to messages in the Archive the same supervision model as alert access in the Inbox, with one key difference: a message can carry multiple User Group tags simultaneously, and…
How the eComms permissions model worksAccess to alerts and messages in MCO eComms is controlled by a combination of user roles and supervision configuration. Understanding this model is essential setting up the system and for…
What is communications mapping?Communications mapping is the process of identifying every electronic communications channel in use at a firm, associating each channel with the employees who use it under firm policy.
User Import from CSVThis guide outlines how to quickly add or update multiple users at once by uploading a properly formatted CSV file.