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Enterprise Users | AHFE

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Table of Contents

  Enterprise Admin User ProfileEnterprise Content Manager ProfileAdd Enterprise UsersEdit Enterprise UsersDelete Enterprise Users
Delete

NOTE: This article is for only for Artera Harmony Federal Edition customers.

There are five user types available in AHFE, this article discusses how to create Enterprise Admin and Enterprise Content Manager Users. Click here to learn about Staff and Manager Users.

Enterprise Admin User Profile

Enterprise Admin Users are created at the Enterprise-level and can use AHFE without any restriction. Only existing Enterprise Admin Users can add other user types. This access level is designed for individuals who need to configure your AHFE account during implementation and your ongoing account administrators.

Enterprise Admin Users can:

  • Create users of all five user types: Staff, Manager, Advanced Staff and Enterprise Content Managers.
  • Change a user's type, such as changing a Staff User to a Manager User.
  • Access all Enterprise and Practice settings.

Unlike Staff and Manager Users, Enterprise Admin Users have access to:

  • Conversation Flows
  • Triggers

Enterprise Content Manager Profile

Enterprise Content Managers are created at the Enterprise-level. This access level is designed for users who need to manage messaging content across the Enterprise without access to settings or PHI.

Enterprise Content Managers can:

  • Create Campaigns, Triggers and Conversation Flows.
  • Edit, duplicate or delete Triggers and Conversation Flows but do not have the ability to turn them on or off.

Unlike Staff and Manager Users, Enterprise Content Users have access to:

  • Conversation Flows
  • Triggers

Add Enterprise Users

When adding users, you can only use email addresses with domains that have been whitelisted by AHFE. AHFE can only whitelist email domains that you own. We cannot whitelist @gmail.com, @yahoo.com, etc. for security reasons.

  1. Navigate to Settings > Enterprise Settings > Enterprise Users.
  2. Use the User Role the drop-down menu to select the type of user you wish to create (Enterprise Admin or Enterprise Content Manager).
  3. Enter the First Name, Last Name, and Email fields.
  4. Cell Phone is optional, but can be useful for authenticating via cell (instead of email) or if this is an Enterprise Admin User, they can receive Mention notifications if they are going to be included in an Enterprise Group.
  5. To save, select Add User.

Edit Enterprise Users

To edit an Enterprise User, navigate to Settings > Enterprise Settings > Enterprise Users and locate the user from the list. From the (...) drop-down menu, select Edit User. Here, you can edit the user's information. Select Update once all edits are made.

Delete Enterprise Users

To delete an Enterprise User, navigate to Settings > Enterprise Settings > Enterprise Users and locate the user from the list. From the (...) drop-down menu, select Delete User.

Delete

A Note about Deleting Users

When you delete a user from AHFE, any edits they have made to the platform will be erased from the related Edit History. Re-adding the user will restore their history entries.



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