Administrator's first steps
Within the Administration tab, it is possible to:
- Create/ Invite users,
- Create/ manage user roles,
- Set Meiro Business Explorer's administration settings.
Remember: The Administration tab is visible only to users with permission granted to see this tab.
Warning: Make sure to save changes in the Settings tab and click on the Save button.
Learn more: To learn about the Administration tab and its full description please refer to this article.
1. Settings
1.1 Settings: database and API connection (set by Meiro)
The database connection, as well as the Meiro API connection, should be set by the Meiro team and be filled already.
Warning: They should not be modified unless there is a reason behind it. If in doubt, please consult the Meiro team.
1.2 Data cache
Set Data cache expiration and CDP cache generating (here you can refresh cache manually whenever you need to).
In some cases, you may want to refresh the cache manually (Refresh Cache button). For example, if you wish to have the most up to date data as soon as possible. Also, certain updates will be visible only after the data cache (change of customer mandatory attributes, change data sources in the Diagnostic Dashboard). You can wait for the data to be refreshed automatically or drive manual refresh.
1.3 Maintenance notification email
Set maintenance email where all the alerts will be sent (for example when there are segments that contain invalid attribute names, the non-existing attributes that have been deleted or any other errors that appeared).
Remember: It is possible to insert multiple emails, divided by comma.
1.4 PII protection (optional)
Enable/ disable PII data. Attributes with labels set under the PII protection section will be hidden from users with no rights to see PII data.
Attributes, when the PII data is enabled, will be marked as "Protected information".
Learn more: To learn about user roles and how to hide PII data from users on user role level, please refer to this article.
1.5. Attributes global settings
In the lower section of the Settings tab, is possible to set labels for certain areas on Meiro Business Explorer. You can pick the right label and click on the Save button to save the changes.
Label for the Channel Engagement
Set Channel Engagement attributes that will be visible in the Channel Engagement of your customer profiles.
Label for Customer Identifiers
Set Customer Identifiers attributes that will be displayed in the Customer Identifier section of your customer profiles.
Label for the Customers tab (optional)
Set additional attributes within the Customers tab that will be displayed for your search results.
2. Define user roles and invite your team
2.1 Roles tab: mangemanage user roles
User roles define which permissions your users will hold. They are highly customizable. Roles are listed in the Roles tab.
- To create a user role, please go to the Administration tab/ Roles tab. Click on the Create New Role button.
- Name your user role and specify accesses you wish to grant. To save changes click on the Save button.
Learn more: To learn more about different levels of access, please go to this article.
2.2 Users tab: manage users
Within the User tabs, it is possible to add new users, as well as manage existing ones.
Create/ invite user
To create a user, please click on the Create New button. Specify email address, name and select role for your new user, you can also tick the box to send an invitation to the email account.
Choose segments you wish to invite your user to and click on the Create User button.
Manage user
Under the Users tab, you can also manage existing users: edit or delete (deleted users will be possible to found in the Trash tab).
Learn more: To learn more about all features of the User tab, please go to this article.
