Home
Administration
Systems Administration and Community Administration options.
Community administration
These options allow you to manage the following:
Role Mapping
Use Role Mapping to assign permissions to community users.
EngageOne™ Admin user roles

EngageOne™ Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
This describes the editing options that allow you to create and edit your customer communication using the selected template.
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne™ administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure that new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
- System administration
- Community administration
  These options allow you to manage the following:
  - EngageOne™ Admin
  - Role Mapping
    Use Role Mapping to assign permissions to community users.
Asset promotion
Asset Promotion facilitates the promotion of assets between test, staging and production environments.
Notices

EngageOne™ Admin user roles


Community Administrator	Assigns users to communities. Assigns Vault databases in communities. All of the rights of Document Manager, Delivery Manager, Template Manager, External File Manager.
Delivery Manager	Defines delivery channels and has access to the Delivery Management tab.
Workflow Administrator	Updates and creates workflows and updates the list of reviewers.
External File Manager	Manages the file routing and has access to the External File Management tab.
Template Manager	Manages access rights to folders, templates and Active Content, and modifies delivery options using the Template Management tab.