Overview

There are a handful of administration tools that users with the security role MS - Admin have access to.

How can I tell if I am an account administrator?

When you log in, you will see the button shown to the right on the "Choose Application" page. You would click this button to open Marketscape Admin.		Click on the "Admin" button to go directly to the Admin tools
When you are using any Marketscape Insights module or Strategy, if you click on the Profile button at the top right of any page a small menu will open.		Click on "Admin" to navigate to Marketscape Admin.

Users who have the role "MS - Sales Manager" will also have access to Marketscape Admin but will only see the buttons for Reports - Usage and Reports - Scheduled.

The Admin page

When you navigate to Marketscape Admin you will see the following:

The left navigation provides access to five pages with sets of tools that allows you to manage a variety of settings.

If you have access to Marketscape CRM, there are many account and user settings available by clicking on the "Settings" button in the left navigation in Marketscape CRM.

For detailed information on Marketscape CRM Administrative features, see the articles in the section, Account Administrator Quick Start Guide.

Article Links

The following table includes links to articles along with summaries of the content.

	Links
Overview Articles	Account Administration - Overview - this article Initial Setup - This article show the broad set up requirements for Marketscape Insights and Marketscape CRM
	Configure My Agency - NPIs for your company's "My Agency" settings need to be set up so that your users can see their own agency in the Marketscape Insights platform.
	This report is visible to both Admins and Sales Managers. Using Reports - These reports allow you to track product usage.
	Using Scheduled Reports - If you want to received usage reports on a regular schedule, you can set that feature on this page.
	This button is only for Strategy users User Networks - Strategy - This page allows you to set up new Networks by using a spreadsheet
	For tasks related to managing user accounts User Account security Settings - For each user you will need to choose a level of access connected to a specific user's position and job requirements. This article describes the available roles. Creating and Editing User Accounts - All the steps to add or edit accounts for your users. Bulk User Import - How to upload a large number of users to your account through the use of a spreadsheet. Bulk assignment Import - How to assign providers to your users through the use of a spreadsheet. Admin > Users - Summary - This article explains the helpful tools in the Users page that will help you to manage your users.
	Bulk Actions - This allows you to perform four actions to multiple selected accounts with a single action. Enable Selection Disable Selection Send Welcome Email Reset Password
Other articles	These articles cover various issues related to your company's use of the Trella Health platform. Whitelisting requirements - Users will need to receive emails in order to reset their Trella Health account passwords, or to receive Sales Spotlight emails. This article covers the required settings to facilitate delivery of emails. Issue: Not receiving Trella Health administrator announcement emails - Account Admins receive emails with important updates about changes or issues related to account administration. If you are not getting these updates, read this article. How do I load manager relationships into Marketscape in bulk? - If you have a large number of manager/rep relationships to your user accounts, this article shows you how to do this through the use of a spreadsheet, rather than setting each account one-by-one. Does Trella Health offer Single Sign-On (SSO)? - An FAQ about single sign on

Overview

How can I tell if I am an account administrator?

The Admin page

Article Links

Related articles