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?
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Click on the Admin button to go directly to the Admin tools |
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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.
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Overview Articles |
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For tasks related to managing user accounts
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This report is visible to both Admins and Sales Managers.
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This button is only for Mosaic users
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Other articles |
These articles cover various issues related to your company's use of the Trella Health platform.
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Overview of Admin tool updates - Fall 2022
The following video is a summary of all Admin tools in Marketscape insights, with especial attention given to new and updated features.
The Powerpoint slide deck is in download resources below.
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