Managing Agents

The term "agent" is simply the Console's way of referring to users who can do at least something (view the schema, manage property settings, create and delete user profiles) within the Console. This section of the documentation provides information on managing your agents and agent accounts.

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Managing Agents

All about agents: users who have administrative rights to
the Console.

 

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Accessing the Manage Agents Page

How to get where you're
going, at least when it comes
to agents.

 

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Console Roles and Permissions

What can be done in the Console, and who can do it.

 

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Console Roles and Dashboard Permissions

How Console roles and Dashboard permissions align (hint: they don't).

 

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Console Roles

So what exactly can an Application Configuration Manager do?

 

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Profile Access Filters

Details the three user profile access types that can be assigned to agents.

 

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Restricting Agent
​Activity

Limit agents to a specific set
of profiles (e.g., only profiles from the US).

 

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Agent Groups

Change the default search attributes shown to one or
more agents.

 

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Creating an Agent

The create-an-agent process, including information on how
to accept an agent invitation.

 

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Blocking Access for
​an Agent

Temporarily suspend an
agent's access to user
profiles.

 

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Deleting an Agent

Remove an agent's account and all of his or her permissions.

 

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Filtering for Agents

Filter your list of agents by name or by email address.

 

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Exporting Agent Data

Save information about all
your agents to a comma-separated values file.