How to customize your Meiro Business Explorer
Some of the features can be customized with the help of the Meiro team, others can be easily managed by an account administrator.
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User roles and accounts
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User roles and accounts can be managed in the AdministrationAdministration/User tab/ setup/Users and Roles tabs.
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Attributes, events, data sources
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Attributes, events, and sources can be edited and managed in the SetupAdministration/Entities tab. Usually, analysts or people that implement Meiro Business Explorer have access to this tab and are able to edit them in realreal-time. time.
Learn more: To learn more about Setup tab, please refer to these articles.
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Customer DetailProfile's detail page: Channel Engagement settings and Customer identifiers
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Customer Detail:Profile's detail page: Channel Engagement
It is possible to set within Meiro which attributes appear in the Channel Engagement.
Customer Detail:Profile's detail page: Customer Highlights
You can assign the attributes that will appear in the Customer Highlights section of the customer profile and will be searchable by default within the CustomerProfile tab.
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CustomersProfiles tab: additional column with an attribute
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An administrator or user with access toaccessing the Administration tab/ Administration/Configurations/Settings tab can add an additional column with attributes displayed in the CustomersProfiles tab. tab.
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Diagnostic Dashboard settings
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Charts Number of Unique Customers Identified Across x Sources and Number of Customers Identified Per Source.
An administrator or user with access toaccessing the Setup tab/ Administration/Entities/Sources tab tab can set up which data sources should appear inunder the NumberDiagnostic ofDashboard Unique Customers Identified Across x Sources and Number of Customers Identified Per Source charts. tab.
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Destination and segment export settings
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An administrator or user with access to the Setup tab/ Administration/Entities/Destinations can manage settings for export destinations.
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Insights tabs
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An administrator or user with access to the Setup tab/ Administration/Configurations/Insights tab can set up the insights dashboard.
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Maintenance email
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An administrator or user with access to the Administration tab/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 itit, please refer to the documentation of your email provider.
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PII protection
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An administrator or user with access to the Administration tab/Administration/Configuration/ Settings tab can enable/ disable PII protection. When enabled, all attributes marked with a selected label will be anonymized for users with no granted access to PII data.
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