User Access
User access to Unaric Segment is managed by the standard SFMC Installed Package licensing functionality. Once a user has been given access to the Unaric Segment Installed Package, they can open the app via the AgentExchange menu. No additional setup is required.
Inside Unaric Segment, administrators have the permission to manage the user licenses by navigating the Admin Panel > Users.
1. Salesforce Marketing Cloud setup
- Navigate to Setup > Platform Tools > Apps > Installed Packages and open DESelect Segment.
- Click on the Access tab to enable or disable access per user or business unit.
- Save changes. Once these new users have accessed Unaric Segment for the first time, they will automatically appear in Unaric Segment under Admin Panel > Users. From there, it is possible to reassign the licenses to the desired users.
During the Setup step in SFMC, you will be able to give Unaric Segment access to as many users as you wish. However, if your license amount is limited to a lower number than the selected users in SFMC (let's say only 5 licenses were purchased and you granted access to 10 users), the first 5 users that will access Unaric Segment will be able to enter Unaric Segment.
If there are available licenses for your organisation, the users will be set as Active and get access automatically. If there are not enough available user licenses, the users will get a warning message saying that (s)he needs to reach out to their administrator.
2. Admin Panel setup
From Unaric Segment Admin Panel, administrators have the permission to set any new or existing user as Active/Inactive or give a user administrative rights.
You can have as many active users as licenses you have acquired. If you have a DESelect User account for support purposes, it won’t count as a consumed license.
To change the parameters of a user, click on the user's name and tick the checkboxes needed.
It's not possible to create users/ edit usernames or passwords from the Admin Panel; it needs to be done on SFMC's Set Up page (when having the right permissions to do so).
Transfer user licenses
- Deactivate the DESelect Segment user from Admin Panel > Users.
- Make sure the new user you want to activate is enabled in SFMC > Setup.
- Ask the new user to access DESelect Segment. Now the new user will appear as active in Admin Panel > Users.
Grant Admin access
If you do not have access to the Admin Panel in Unaric Segment and you are an assigned administrator, you need to request this to an administrator in your organisation, since only admin users can give admin rights to others.
- As a user with access to the Admin Panel, navigate to Admin Panel > Users.
- Select the user you want to grant admin access to and check Administrator.
- Click Save to finish.
If you're not able to figure out who the admin is, raise a ticket in the Support Portal to request your admin rights.