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 Routing.

Adding a new account

When you initially deploy the Journey Optimization Platform (JOP), the set-up process creates a default account with the name "Predictive Routing". The Predictive Routing application is automatically added to this account.

If you need to create additional new accounts, perform the following steps:

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

Click an account name to configure the following settings:

• 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 Routing, and who can function as a contact person in case of issues with account configuration.
• Customer Admin and Customer Admin Email—The name and email for the employee who is responsible for making account updates.
• Configurable Apps—The applications configured on this account. To edit this list, click in the text box and click the X next to any application you want to remove from the account.
• 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.

This window also enables you to create a new account instead of editing the currently-selected one.

The accounts list

If your environment includes multiple accounts, they appear in a table when you click Settings > Accounts. You can perform the following actions from this table view:

• Activate/Deactivate - The radio button in the Actions column enables you to activate or deactivate an account.
• Delete - Click the trash can icon in the Actions column to delete an account.
• Sort - Click any column header (except the Actions column) to sort the table based on the values in that column.
• Filter - Choose whether to view all accounts, test accounts only, or production accounts only, using the drop-down selector above and to the right of the table.
• Search - Type an account name into the Search field to locate a specific account.