Setting up User Accounts and Security Groups

ToCoM comes supplied with an initial user account of Administrator (for setting up the system), who is allocated to Security Group Default, and in Team Administration. This account has full administrative security rights to the ToCoM system. Although the ToCoM User Accounts and Groups configuration is fully described in the System Manager User's Guide and on-line help, this 'quick start' guide will go through the basic steps required to set up Users, Teams and Groups.

By default, ToCoM recognises each user via their Windows Login Name. Each user must therefore have a user account (with this login name) created within ToCoM. Each user account can be granted a security level access to the system, from Administrative to Restricted, or have a tailored security level to the system. System security and the default templates for security can be set up via the System Security Matrix in the System Manager. Although ToCoM comes supplied with a default set of security matrices, you may wish to change these to suit your own organisation and requirements. See the System Manager User's Guide for more information.

Access to Campaign information and workflow queues (such as the Call-Back queue) is restricted to security groups. A security group is composed of one or more user accounts – this allows different users to be allowed, or disallowed, access to any of your campaigns or work queues. Each user may be a member of one, many, or all, security groups.

Each user should also be a member of a team. Teams are necessary for reporting segmentation and work tracking, and are also useful for allocating users under a Team Leader, for example. Unlike security groups, a user may only be a member of one team at a time.

Security Groups

User Accounts

Teams


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