Campaign Portal - Creating New Users.
Follow the steps below to create new Campaign Portal users.
Create a new Simplicity Security Account
Campaign Portal users are required to have a Simplicity security account. If the new user does not already have a Simplicity security account, follow the create a new user guide to create one.
STEP 1.
Open the Simplicity Desktop Application.
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STEP 2.
Search for the consumer or person in Simplicity.
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STEP 3.
Refer to the Simplicity User Maintenance section of the online help for guidance on creating new users.
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STEP 4.
If you need to install Simplicity, visit the login page.
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STEP 5.
Download the Simplicity Desktop Installation.
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STEP 6.
Enter the authentication details provided to you.
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STEP 7.
Select and install the appropriate application.
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Setup Campaign Portal access for the user
Once the user has a security account, follow the steps below to setup access to the Campaign Portal.
STEP 8.
Open the Security Accounts explorer.
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STEP 9.
Find and click on the appropriate account.
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STEP 10.
Update the Security Code field. This is the password the user will use in the Campaign Portal.
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STEP 11.
Set the Status for the user to Active.
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STEP 12.
Select the initial language for the user. They can update this themselves later.
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STEP 13.
In the Permissions field, check the Access DataIntegration option.
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STEP 14.
Set the Type field to Individual.
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Check group membership
STEP 15.
You may use groups to control user access. To manage groups, locate and click on the group in the Security Accounts explorer.
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STEP 16.
Note the group members.
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Add a user to a management group
STEP 17.
Open the user record. In the Management Group field, click Select Existing Secutiy Account Management Group and select the appropriate group.
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STEP 18.
Select the user's default language preference for the Group Membership.
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Add a user to a control group
STEP 19.
Open the user record. In the Control Group field, click Select Existing Sercutiy Account Control Groups
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STEP 20.
To select a default control group, set the Default Control Group field.
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STEP 21.
Click Save & Close.
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