How to customize your Meiro Business Explorer
Some of the features can be customized with the help of the Meiro team, and others can be easily managed by an account administrator.
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User roles and accounts |
User roles and accounts can be managed in the Administration/User setup/Users and Roles tabs.
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Attributes, events, data sources |
Attributes, events, and sources can be edited and managed in the Administration/Entities tab. Usually, analysts or people that implement Meiro Business Explorer have access to this tab and are able to edit them in real-time. |
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Customer Profile's detail page: Channel Engagement settings and Profile Highlights |
Customer Profile's detail page: Channel Engagement It is possible to set within Meiro which attributes appear in the Channel Engagement.
Customer Profile's detail page: Profile Highlights You can assign the attributes that will appear in the customer Profile Highlights section of the customer profile and will be searchable by default within the Profile tab.
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Profiles tab: additional column with an attribute |
An administrator or user accessing the Administration/Configurations/Settings tab can add an additional column with attributes displayed in the Profiles tab.
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Diagnostic Dashboard settings |
An administrator or user accessing the Administration/Entities/Sources tab can set up which data sources should appear under the Diagnostic Dashboard tab.
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Destination and segment export settings |
An administrator or user with access to the Administration/Entities/Destinations can manage settings for export destinations.
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Insights tabs |
An administrator or user with access to the Administration/Configurations/Insights tab can set up the insights dashboard.
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Maintenance email |
An administrator or user with access to the Administration/Configuration/ Settings tab can set up/ edit existing maintenance email where all notifications will be sent in case of errors. Remember: Remember to whitelist emails from support@meiro.io. To learn how to do it, please refer to the documentation of your email provider.
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PII protection |
An administrator can enable/ disable PII protection. When enabled, all attributes marked with a selected label will be anonymized for users without access to PII data.
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