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Customize Your Account in Marketing Cloud Intelligence

After an account is created for you, you can now customize it with your logo and specify access settings.

REQUIRED USER ROLE
To edit account settings Admin

Some fields are disabled as they are defined according to your license. For any questions, reach out to your Marketing Cloud Intelligence representative.

  1. On the right side of the navigation bar, click the dropdown arrow and select the Account Settings gear icon.
  2. Under General, enter the following information:
    • Change your account name.
    • Select your country.
    • Upload a logo.
  3. Under Settings, enter the following information:
    • Select your culture. This affects how numbers appear in the system.
    • Select a currency. This is only available if you are a System Admin.
    • Admins manage user access by default - To allow admins to edit user settings, select.
    • User Password Expiration Days - Set the number of last saved passwords, meaning a new password can’t match the last number of passwords that were used.
    • Show Notifications To - Assign which user roles receive notifications.
    • Default Data Source Authentication Settings - Specify whether the data source is public or private to determine the sharing level a new data source receives when added to the workspace.
    • Access Marketing Cloud Intelligence Marketplace - Select which minimum user role can access the Marketing Cloud Intelligence Marketplace.
      Note
      Note Viewers can’t install apps. They can only view them.
    • Access Workspace Installed Apps - Select which user role can access workspace-installed apps.
    • Require Multi-Factor Authentication - if you want all account users to use multifactor authentication.
    • Hide Account Analytics User Level Data - to hide the user activity section and any user-specific tracking data within account analytics.
    • Session Timeout - Define the number of minutes of inactivity after which the user is logged out.
    • Timezone - Select your time zone.
    • Upload Fonts - Upload any TFF font file to your account and then use it in your dashboards.
  4. Under Premium Modules, enter the following information:
    • Viewers can Edit Page Date Ranges - to allow viewers the ability to edit page date ranges.
    • Remove Account/Workspace Notion from Reports - to remove the name of the account or workspace from reports.
    • Change the icon used for custom widgets.
  5. Configure and enable the help menu links in the platform. The help menu appears at the top right of the navigation bar. Your changes are reflected in the help menu after refreshing the page.