Account Management
The CMX Dashboard enables you to create and assign accounts depending on the product or service.
An Account is an entity that owns the content that is published through the CMX Dashboard. The account contains information of all the events including view, number of clicks of the specific messages, and services.
Account Management allows you to define and set up different set of accounts and users. An Account user is entitled to a role with specific functionality permissions for that role.
The CMX Dashboard Administrator can create an account for a store. Customers can locate stores using the keywords associated with each account. Account information is used while plotting the store in the Floor Navigation.
Creating an Account
To create a new account, complete the following steps:
Step 1 Choose Accounts from the left side bar menu.
Step 2 Click Create New Account. The Add/Edit Account and Address group boxes appear.
Step 3 In the Add/Edit Account group box, do the following:
- Enter the name of the account in Account Name:* text box.
- To upload a logo of the account, click Click to upload a Logo. Locate the image file from File Upload dialog box and click Open.
- In the Account Description* text box, enter the description of the account.
- Enter the keywords about the account you want to create in the Keyword* text box. These keywords help locate the store easily when a customer searches on the mobile device browser.
Step 4 In the Address group box, do the following:
- Enter the email address of the account in the Email* text box.
- Enter the URL of the account in the Website URL* text box.
- In the Phone* text box, enter the phone number of the account.
- In the text boxes Street Line 1* and Street Line 2* enter the address of the account.
- In the City* text box, enter the name of the city.
- In the State* text box, enter the name of the state.
- Enter the area zip code in the Zip Code* text box.
Step 5 Click Submit.
Deleting an Account
To delete a new account, follow these steps:
Step 1 Choose Accounts from the left side bar menu. Click All to view all the accounts in the CMX Dashboard database. All Accounts group box appears.
Step 2 In the Active Accounts group box, select the account you want to delete.
Step 3 Click Delete.
Making an Account active
To make an active account active, follow these steps:
Step 1 Choose Accounts from the left side bar menu. Click Inactive to view all the accounts in the CMX Dashboard database. Inactive Accounts group box appears.
Step 2 In the Inactive Accounts group box, select the account you want to reactivate.
Step 3 Click Make Active.
Making an Account inactive
To make an active account inactive, follow these steps:
Step 1 Choose Accounts from the left side bar menu. Click Active to view all the accounts in the CMX Dashboard database. Active Accounts group box appears.
Step 2 In the Active Accounts group box, select the account you want to delete.
Click Make Inactive.
Roles, Domain and Server Settings
The CMX Dashboard UI provides the feature to organize roles, domain setup and the server settings.
Roles
To set the roles follow these steps:
Step 1 From the left side bar menu, select Settings. Click Roles.
Step 2 Click Create New Role. Select Operations box appears.
Step 3 Enter the name of the role category in Name: textbox.
Step 4 Enter the name that you want on display in Display Name:
Step 5 Choose and change the roles from Available Operations and Existing Operations.
Step 6 Click OK.
Step 7 To edit a role, click the role in the list that appears when you select Settings and click Roles.
Step 8 Click Edit. Change the operations and click OK.
Step 9 To delete a role, click the role in the list that appears when you select Settings and click Roles.
Step 10 Click Delete.
Step 11 Click OK in the Delete Confirmation dialog box.
Domain
To set the domains follow these steps:
Step 1 From the left side bar menu, select Settings. Click Domain Setup.
Step 2 Click Create New Domain. Add/Edit Domain group box appears.
Step 3 In Domain Name: enter name of the domain.
Note You have to set up key-value mapping for the webpage or domain, before adding it to a Point of Interest.
Step 4 In Domain URL: enter the URL of the domain.
Note Please don't use http://
Step 5 In Key Handlers: enter the keywords.
Note If more than one key handler, please enter them separated by comma.
Step 6 Click Submit.
Step 7 To edit or delete a domain, click the domain in the list that appears in Domain Setups group box when you select Settings and click Domain Setup.
Step 8 Click OK.
Server Settings
To set up the server parameters follow these steps:
Step 1 From the left side bar menu, select Settings. Click Server Settings.
Step 2 Choose the default or MSE in Location Resolver:
Step 3 Enter the time in seconds in Location Resolver Stale Time:
Step 4 In Campaign Cache Refresh Frequency: enter the time in hours.
Step 5 In Campaign Cache DB sync time: enter the time in seconds.
Step 6 In Index refresh time: enter the time in seconds.
Step 7 In Reports data retention time: enter the number of days you want to retain the data.
Step 8 In Default location ID: enter the ID of the location.
Step 9 In Banner welcome delay: enter the time period in seconds.
Step 10 Choose the collectors of data in BBX Statistic collectors.
Note Default logo is that of Cisco.
Step 11 Click Save.