Overview

There are a handful of administration tools that users with the security role MS - Admin have access to that other users do not.

How can I tell if I am an account administrator?

When you log in, you will see the button shown to the right. You would click this button to open the Admin tools on the "Choose Application" page.		Click on the Admin button to go directly to the Admin tools
When you are using Marketscape Insights, if you click on the module navigation globe at the bottom left of the page, you will see "Admin" as an option		Click on "Admin" to navigate to the Admin tools page.

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

The Admin page

When you navigate to the Admin page 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 required for your users to gain access to Marketscape Insights, or Mosaic.

If you have access to Marketscape CRM, there are a lot of administration tools. For CRM related content see, System Administration.

Article Links

The following table includes links to articles 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
	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 role. This article describes the available roles. Adding and updating 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.
	Configure My Agency - Your agencies need to be set up so that your users can see their own agency in the Marketscape 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 Mosaic users User Networks - Mosaic - This page allows you to set up new Networks through the use of a spreadsheet
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