Settings (Admin) Page

Use this page to configure settings for the current license group and/or transfer data from one license to another. The Menu Bar appears at the top of the screen below the Title bar, providing easy access to the other pages in the Admin area. See the following illustration:

Note: If your license expires, your access to Personalize is restricted to this page and the Home page. You can reference the information on this page when renewing or upgrading your license.

The following options and information are available:

  • License Group ID - The group ID for your license.

  • Expiration Date - If an expiration date has been set for your Personalize license, the expiration date and time appear here.

  • Name - When you first create a license group, a default group name appears here. Specify a descriptive name for the group, especially if you administer to multiple license groups.

  • Domain - Use this field to specify a domain for the current license group. While a domain is not required for a license group, it can expedite the process of adding users to your group. Any user you invite (or who attempts to access the group via the Auto-assign users feature) whose e-mail domain name matches the domain you enter here is automatically approved for admission to the group, provided the license group has licenses available. However, before this can occur, MarketPlace must validate the domain name. See the following procedure:

    1. In the Domain field, enter the domain name you want to associate with the license group. If the domain name matches the domain in the e-mail address of your MarketPlace account, that domain is automatically approved.

    2. If the domain name does not match your MarketPlace account, a pop-up screen appears in which you must enter an e-mail address associated with that domain name. An e-mail is then sent to that address containing a link back to MarketPlace.


      Note: When specifying a domain name for a license group, if you enter either of the following, a “Domain unavailable” message appears:

      • A domain name already in use by another license group.

      • The domain of any popular, public e-mail service provider such as Gmail.com or Outlook.com.

    3. To authenticate this domain for use in the license group, the e-mail recipient must open the e-mail and click on the link to confirm the validity of the domain.

    Note: Until the domain is validated, an “Unvalidated” indicator appears at the Domain field and you cannot use the domain to auto-add users or devices.

  • Auto-assign users by domain - You cannot edit this control. It automatically assigns users to the current license group based on their MarketPlace e-mail address domain name if the following are true:

    • A verified domain name appears in the Domain field on the Settings page.
    • The user authenticates (that is, provides valid MFP credentials) on a device connected to MarketPlace and containing the Personalize app.
    • The user has a MarketPlace account.
    • Licenses are available in the license group.
    • The user’s e-mail domain matches the Domain field on the Settings page.

  • Auto-assign users by device - Enable this option to automatically assign users to the current license group. Users automatically join the license group if the following are true:

    • The user authenticates (that is, provides valid MFP credentials) on a device connected to MarketPlace and containing the Personalize app.
    • The user has a MarketPlace account.
    • Licenses are available in the license group.

  • Auto-assign devices - If you enable Auto-assign, then devices automatically join the group if the following are true:

    • A user belonging to the license group authenticates on a device connected to MarketPlace and containing the Personalize app.
    • A member of the license group has administrative privileges for the device in MarketPlace.
    • The device does not belong to any other Personalize license group.
    • The user has a MarketPlace account.

Transferring License Data

You can transfer data to and from any two license groups to which you have admin access. You can transfer user, device, and group default UI data from the current license group to another license group, for example from a demo or NFR license to a paid license. History and report data is not transferrable. Do the following:

  1. Access the license group containing the data you want to transfer.

  2. Access the Settings (Admin) page.

  3. Click on the Transfer Data button. The Transfer Data to License Group window appears. See the following illustration:

  4. Data (if any) from the current license group (the source group) appears on the left.

  5. On the right side of the window, click on the drop-down. If you have admin rights to multiple license groups, you can select a destination license group from the menu that appears. Data (if any) from the destination group appears, and the selection boxes for the current license group activate.

  6. In the Current License Group section, select the user, device, and group default UI data you want to transfer. Any data you select from the source group appears in the destination group panel. In the above illustration, a group default UI from the current license group has been selected for transfer, and so it appears among the UIs in the destination group.

  7. When the destination group panel contains all the data you want to transfer, click on the CONFIRM button. All selected data is removed from the source license group and transferred to the destination group. To cancel the procedure, click on the CANCEL button.

  8. Once the data is transferred, if you access the destination license group, you can view and/or edit the updated license group.

Data Transfer Limitations

When transferring data to another license group, note the following:

Group Default UI Data

  • A license group cannot have more than five group default UIs and so the number of UIs you can transfer may be restricted. For example, if the destination group already has three group default UIs, you cannot select more than two UIs from the current group for transfer.

  • If transferring UIs into a destination group with a UI selected as Active, that UI will remain as the active UI in the destination group after the data transfer is complete - even if you transfer the current group’s active UI.

  • When transferring UIs into a destination group with no active UI, if you transfer the current group’s active UI, that UI will become the active UI in the destination group after the data transfer is complete.

  • A license group can have multiple group default UIs with the same name. Thus, if you transfer a UI into a group that already has a UI with that name, the destination group will have two UIs with the same name. Once transferred, you can rename either, if you desire.

User Data

  • A license group cannot have more users than permitted by the purchased license, and so the number of users you can transfer may be restricted. The maximum number of users available in the destination group appears in the Destination License Group column. See the following illustration: