Admin & Rights
Configure platform accounts, groups and roles, customer search, Customers 2 settings, messaging providers, streams and SSO.
Configure access rights, platform settings, messaging providers and event streams for your SessionM environment.
About
About Admin & Rights module
About customer search configuration
About Customers 2 settings
About accounts, groups, and roles
Access rights workflow for accounts, groups, and roles
About messaging providers and templates
Create
Add account
Configure affiliations
Configure Customers module
Configure Customers 2 event streams for sub-tabs on Activity tab
Configure Customers 2 quick actions for offers
Configure Customers 2 profile summary
Create custom user profile attributes
Configure messaging provider templates
Configure messaging providers
Configure SSO and SAML settings
Configure event stream with Timeline Series Config tool
Create customer search attributes
Create event category
Create event template
Create event type
Create group
Create rendering context
Create rendering template
Create role
Create stream
Create stream type
Create stream view
Create organization profile