About Administrator Module

This document is intended for a system administrator managing Engage. This document only describes the administrative tasks required to manage the operation of Engage on your system.  To learn how to get started using the software, or how to install the software, see to the appropriate links:

• Getting Started with Automation Process: You can see Automation Studio.
• AssistEdge Engage Installation: You can see Installation Guide.

 

NOTE:

During process configuration and reporting of profiling data, customers should inform users before doing individual analysis and profiling. During process configuration there should not be any personally identifiable information (PII) data components in the data or content in the e-mail, messages, or system comments.

 

The Admin User

While installing RPA, a default user with admin role is created and referred as System Administrator (Super_Admin). The Super_Admin role has the highest permissions of all the admins. Users with Super_Admin role can create other admins, assign or remove permissions, and perform all other admin activities. They control the provisioning and de-provisioning of end users.

 

NOTE:

Users with Super_Admin  role should not deactivate their own account; however, they can deactivate other Super_Admin  users.

In order to start working with the Engage system, Super_Admin  is required to set a work environment for business users.

Here’s the recommended steps to prepare the work environment for users to start working with AE Product:

1. Prerequisites to start with Admin Module
2. License Manager
3. Overview of Admin Module
4. Configuration
   • Defining Roles and Access
   • Hierarchy Configuration
   • Manage Profiles
   • Profile Application Mapping
5. User Management
   • Manage Users
   • User Mappings
6. Other settings (Optional)
   • Central Key Management
   • System Settings
   • Manage Shortcuts
   • Product Usage
   • Manage Notesmaker
   • Broadcast Manager
   • Summary Page in Engage
   • Audit Trail