Administration tab

On the ContactManager Administration tab, you can manage roles, permissions, login name and password, and group membership for your ContactManager users. Additionally, you can manage message queues, export and import data, and work with script parameters.

Note: To see this tab, you must be logged in to ContactManager as an administrator.
  • The Actions button on the left enables you to create new ContactManager users and groups.
  • Also on the left in the Sidebar is a hierarchical list of all your groups and users.

Additionally, you can choose the following items from the Sidebar:

  • Users and Security – Groups the following administrative tasks:
    • Users – Search for users by role, location, username, and first and last name.
    • Groups – Search for groups by name and type.
    • Roles – Add and delete roles, add permissions to and remove permissions from roles, and assign roles to ContactManager users.
    • Regions – Add, delete, and edit the current regions for ContactManager contacts. Regions are geographical areas you can use to define groups’ areas of responsibility. A region can contain one or more states, ZIP codes, counties, or other address elements, such as Canadian provinces. You can assign users and groups to cover one or more regions, and then define business rules to provide location-based assignment.
  • Monitoring – Groups the following administrative tasks:
    • Message Queues – Suspend and resume event messages sent by ContactManager and restart the messaging engine. One use of the Message Queues screen is to restart message queues that have been suspended. For example, the message queue for a core application might have been suspended because the core application was not running when ContactManager tried to send contact data.
  • Utilities – Groups the following administrative tasks:
    • Import Data – Import certain types of data through the ContactManager interface.
    • Export Data – Export certain types of data through the ContactManager interface.
    • Script Parameters – View existing ContactManager script parameters. To create new script parameters, you must use ContactManager Studio.
    • Data Change – Enables you to push data changes to the production server. Use this feature sparingly and only to update mission-critical data on running production systems.
    • Runtime Properties - Provides the ability to add or change application properties in real-time without restarting the application server.

See also