Console Users

The Console Users screen provides a variety of options for searching for users.

Search

The search feature allows you to search for a specified text string anywhere within the following fields: Email, Name, Public Name, or Tags.

1. Optionally, in the search field near the top of the screen, enter the desired text string.

2. Press Enter, or click the search button (magnifying glass icon).

3. The screen is refreshed to show only the users who meet your search criteria. 

4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the users on a variety of different fields. To sort the list of users, select the desired sort option from this menu.

• Name (default)

• Created Date

• Updated Date

Navigation

Once you've found the desired user, you can navigate to the following other screens:

• Click the user's name to navigate to the Console User Details screen for that user.

To create a new user: 

1. Click create. The "Add Console User" pop-up window is displayed.

2. Enter the user's name and email address.

3. From the "Default Role" drop-down menu, select the user's default Role. 

4. If this user has a Marigold Engage+ account, uncheck Email Credentials; authentication is handled by Messaging, and not by Loyalty, in this scenario. 

5. Click create. 

To configure additional details about this new user, click the user's name to navigate to the Console User Details screen

 

To view or edit the details of a user:

1. Search or sort the Console Users screen as described above.

2. Click the name of the desired user.

3. The Console User Details screen is displayed.