Organization details page

On the Organization Details page, you can see details about the organization (for example, display name, status, account type, number of members), view reports, resend new user notifications, create new users, and add existing users.

Details section

The upper section of the page displays various details about the organization. There is also an edit command which you can click to make changes.

To edit an organization:

  1. Click the edit command.

  1. In the Details section, click the drop-down lists for the options you want to change and make your choices.

The bottom part of the screen contains settings for each of the features of Aurea Campaign Manager that are currently active. For example, an organization that has Email Marketing, Web Analytics and Content Management active will see something like this:

  1. To change settings for a particular feature, click the tab for that feature and then make your changes.

For more information, see Setting Up Web Analytics.

  1. When you have finished editing, click the Update button.

Reports section

In the Reports section, there are links to two different types of reports:

Members sections

The Members section contains a table that shows you the current settings for all the users in the organization.

  • To view details about a user, click the user's first or last name.
  • To filter the Members table based on whether a member is active or not, click the Show Active drop-down list and choose Show Active or Show All.

Special administrator features

In the upper right of the Members section, there are several commands that are available to administrators only.

  • To send the notifications that go out to new users, click the Resend User Notifications command.
  • To create a new user for an organization:
  1. Click Create User.

  1. On the Create User page, type or select the requested information.
  • To add an existing user to an organization:
  1. Click Add Existing User.

  1. On the Add User page, select the user(s) you want to add and click the Add User button.
NOTE

If there are many users, you can narrow down the list. Type the first few letters of the name of the user of you want in the Filter box.

Any name that begins with those letters is listed. To continue narrowing the list, type more letters.