Settings: Configuring Accounts

Accounts are managed on the Settings > Accounts tab. To open the configuration menu, click the Settings gear icon, located on the right side of the top menu bar: .

Accounts are equivalent to tenants. A user with STAFF or ADMIN rights can manage how the accounts existing in your environment interact with Predictive Matching.

Adding the Predictive Matching application to your default account

When you first open Predictive Matching, you must open the default account and add Predictive Matching to the list of Configurable Apps. Then you can use the application selector in the top navigation bar to switch from Social Admin (the default) to Predictive Matching. To add Predictive Matching:

1. Click the Settings > Accounts tab.
2. Click the name of the default account on the list of configured accounts to open its update window.

   Alternatively, to create a new account to use for Predictive Matching, click Add Account, specify a name, and then click Create Account. When the new account appears in the accounts list, click the toggle button in the Actions column to activate the account, and then click the account name to open the account update window.

3. Click in the Configurable Apps text box and select Predictive Matching. Delete all inapplicable apps, and then click Update (located at the bottom of the window).
4. On the top navigation bar, click the current app name (Social Admin) and select Predictive Matching from the drop-down list. You are now ready to proceed with Predictive Matching.

Adding an account

When you add an account, you select an account that has already been created in your environment. You can then assign properties to it that are specific to Predictive Matching. To add an account:

1. Click the Settings > Accounts tab.
2. Click Add Account.
3. Specify a name for the account (normally the name of the organization represented by the account), and then click Create.

Configuring or updating an account

To configure an account, click its name to open it and then configure, using the following information to inform your selections.

• Locked—Only ADMIN users of an account can lock it. Once locked, the account cannot be edited.
• Account Name—The name you assigned to the account.
• Customer Success Manager—The person who created the account in Predictive Matching, and who can function as a contact person in case of issues with account configuration.
• Configurable Apps—The applications configured on this account. Click in the text box to edit the applications and remove all except Predictive Matching.
• API key—The API key required to access the JOP API.
• Audit Trail—The log information on every action that was performed on that account.
• Account Notes—Any information important to keep about this account.