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™ Interactive 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™ Interactive user roles


Document Manager	Can view all users' tasks and can assign/reassign tasks.
Editor	Can view templates and edit the communication. They have access to the following links on the EngageOne™ Interactive application: Home Templates Communications Tasks Awaiting Delivery For more information, see the “Templates” chapter from the EngageOne™ Interactive User’s Guide. You must have the Editor role if you are reviewing and approving workflows.
Editor with saving new templates	Can view templates, edit the communication and have the extra ability to save the new communication as a new template. They have access to the following links on the EngageOne™ Interactive application: Home Templates Communications Tasks Awaiting Delivery A Save as Template link will appear on the Edit Communication page.