Overview of the Admin Area

The Admin area is accessible only by portal administrators. It accesses pages in the portal used to configure license groups. The Admin area consists of the following pages and elements:

• Select a Group Page
• Menu Bar
• Dashboard Page
• Users Page
• Devices Page
• Group Default Page
• Reports Page
• Settings (Admin) Page
• Subscription Details Page

Administrative Functions Available in the Admin Area

The following list includes many of the functions available to Personalize administrators at the Personalize Portal:

• Single Sign-On (SSO) Support through MarketPlace.
• License Group Management functions:
  • Provide a “friendly name” to the license group (the default is the domain name).
  • Access to the Portal’s Dashboard to view the license plan and license group details.
  • Manage multiple license groups.
  • Transfer data from one license group to another.
• User Management functions:
  • View a list of users in the license group.
  • Auto-assign user licenses by domain name.
  • Auto-assign user licenses by device (if the device is already in the license group).
  • Assign user licenses manually.
  • Manually remove users from the license group.
  • Block users.
• Device Management functions:
  • View a list of devices in the license group.
  • Add devices to the license group through auto-assign.
  • Manually add devices to the license group.
  • Manually remove devices from the license group.
  • Block devices.
• Purchase a Personalize Plan, including a plan to commence when the 30-day free trial period ends.