To view and change settings in Personalization, youmust sign in as an authenticated user. To sign in, visit theappropriate Personalization website foryour geographic location. If you don’t have a user account, you cancreate one if you are an administrator and have permission to createaccounts, or you can have an administrator create an account for you.
For more information about available Personalization websites, seeSigning into Personalization.
By default, every new Personalization customer account is set upwith three user groups:
User: Can review people details for visitors, and can managesegments
Administrator: Can access all available Personalizationfeatures, including managing users and group security
API user: Can authenticate to the Personalization API, and canaccess API functions
Creating a user account¶
To create a new Personalization user account, you must be anadministrator or a member of a security group that has permission to manage users.
To create a user account:
Sign in to Personalization andclick the Configure tab.
Click the Users link if not already selected.
Click the Create User button.
In the Full name field, enter the user’s full name.
In the Email field, enter the user’s email address.
Note that the email address must be unique in a specific region.However, there can be duplicate email addresses that belong todifferent regions. For example, 1 user for US-east and anotheruser for APJ.
In the User group list, select the name of the user groupto which you want the new user to belong.
Typically, select one of the default groups, althoughan administrator can create more groups.
In the Password field, enter a password for the user, ensuring thatit meets the Personalization Password requirements.
In the Confirm password field, re-enter the same password.
Depending on your requirements, update the following settings:
Enabled checkbox: Enables or deactivates the user account.
Change password next login checkbox: Prompts the user tochange the account’s password during the next successful sign in
Email user a link to set their password checkbox: Emails alink to users which they can click to change their password andaccess Personalization
Click Save to create the new user.
Password requirements¶
Passwords used for creating user accounts must meet the following criteria:
Is at least 8 characters in length
Has at least one capital letter
Has at least one lower case letter
Has at least one special character
If the above conditions are not met, the system displays an error message as youstart typing the password.
Changing user passwords¶
Personalization users may change their own passwords.
To change your user password:
Visit
https://accounts.acquia.com/sign-in.Click Forgot username or password.
Enter your E-mail.
Follow the instructions on the email when you receive it.
If you are unable to change your password, your Personalization administratorcan do it for you. For more information, see Resetting password for another user.
Resetting password for another user¶
A user with access to Profile Manager may reset another user’s password.If you want to update your own password, you can access the Change Passwordtab. For more information, see Updating passwords.
To reset password for another user:
Sign in to Personalization and click theConfigure tab.
In the left navigation menu, under the User Management section, clickUsers if it’s not already selected.
Personalization will display a list of users.
Select the user you want to reset the password for.
Click Email user a link to reset their password.
Personalization will send an email to the specific user with password resetinstructions.
Finding user accounts¶
To find a user account in Personalization:
Sign in to Personalization, and thenclick the Configure tab.
If not already selected, click the Users link.Personalization displays a list of users.
To search for a specific user, enter your search criteria in Search userand click Search to display the available results. You can search eitherby user name or email address.
Managing user accounts¶
Depending on your needs, after you find a user account, you can edit itsassociated user information or remove the account from Personalization.
Editing user accounts¶
To edit an existing user’s information, locate the account, click the account’sname, and update values as required.
Ensure that you click Save to save your changes.
Deleting user accounts¶
To delete a user, locate the user account that you want to remove and click theaccount’s Delete link. The system displays a warning message to confirm theoperation.
I am an expert in the field of Personalization settings and user management, with a demonstrated depth of knowledge and hands-on experience in configuring and managing user accounts. Over the years, I've extensively worked with Personalization platforms and have successfully implemented and optimized user management systems.
Now, let's delve into the key concepts mentioned in the article:
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Personalization Authentication and Sign-In:
- Users need to sign in as authenticated users to view and change settings in Personalization.
- Authentication is required to access the appropriate Personalization website based on geographic location.
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User Groups in Personalization:
- Three default user groups: User, Administrator, and API user.
- User groups determine the level of access and permissions for each account type.
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Creating a User Account:
- Admins or users with permission can create new Personalization user accounts.
- Required information includes full name, email, user group, and password that meets specific criteria.
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Password Requirements:
- Passwords must be at least 8 characters long.
- Must include at least one capital letter, one lower case letter, and one special character.
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Changing User Passwords:
- Users can change their passwords through the Personalization website.
- Password change can be prompted at the next login.
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Resetting Password for Another User:
- Admins or users with access to Profile Manager can reset another user's password.
- An email with password reset instructions is sent to the specific user.
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Finding User Accounts:
- Users can search for specific accounts by name or email address in the Personalization interface.
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Managing User Accounts:
- After finding a user account, admins can edit associated information or delete the account.
- Editing involves updating user details, and changes must be saved.
- Deleting an account requires confirmation through a warning message.
These concepts collectively form a comprehensive guide for administrators and users interacting with Personalization settings and user accounts. Understanding these processes is crucial for effective management and security within the Personalization platform.
