Account management FAQs

General

• What is account management?
• When can I use account management?
• Why are personas replacing roles?

Migrating

• Why do I need to migrate from personas to roles?
• How do I migrate to using account management?
• What happens when I'm being migrated?

Logging in

• How do I access the Account management panel?
• Do I need to use Single sign-on to use user management?

Users and permissions

• Who will the organization admin be?
• Can I have multiple organization admins?
• Can I add new users to my account?
• Are my content hub/DAM user permissions affected?
• Can I have different roles on different hubs and repositories?
• Will my level of user access change when I'm migrated?
• Can I hide hubs and repositories from users?

General

What is account management?

Account management enables you to set permissions for Dynamic Content users, without the need to contact Amplience support. The Account management panel is what you use to set user permissions.

When can I use account management?

If your Dynamic Content instance was set up after we released account management, you’ll use account management straight away for setting user permissions.

If your Dynamic Content instance existed before we released account management, you may still be using the original process of getting user permissions changed by sending requests to Amplience support. Where this is the case, you will go through a simple migration process before you can use account management. Read about the migration process.

Why are personas replacing roles?

As part of the account management release, a new role based permissions structure has been introduced, that will replace the original persona based permissions over time. Personas cannot be used with the account management system.

Personas	Roles
Personas are part of the original permissions model	Roles are part of account management and are similar to personas
Permissions are updated by Amplience support	Permissions are updated by you and are under your control

For a full explanation about permissions, roles and personas, see Permissions.

Migrating

Why do I need to migrate from personas to roles?

Migrating to roles, provides you with increased flexibility and granularity when setting user permissions for Dynamic Content users. Read about the benefits of migrating to roles.

How do I migrate to using account management?

There’s a simple migration process, most of which is performed by Amplience support, that is outlined in How to migrate.

What happens when I'm being migrated?

Users are migrated and become active members of organizations when they log in to Dynamic Content, or accept an email invitation.

Logging in

How do I access the Account management panel?

You access account management from the Amplience landing page. See Accessing the Account management panel.

Do I need to use Single sign-on to use account management?

No, account management works for Single sign-on (SSO) and non-SSO users.

Users and permissions

Who will the organization admin be?

You can choose which people are your organization admins. Each organization admin can set roles on all hubs and repositories for all users. See Assigning organization roles.

Can I have multiple organization admins?

Yes.

Can I add new users to my account?

Currently you can't add new users to your account and this action is performed by Amplience support. However, this is a feature that will be delivered in the future.

Are my Content Hub/DAM user permissions affected?

No - managing user permissions for Dynamic Content makes no changes to the level of access in Content Hub/DAM.

Can I have different roles on different hubs and repositories?

Yes.

Will my level of user access change when I'm migrated?

No, the personas that you used prior to account management map to roles that are used to set permissions with account management. See How personas map to roles.

Can I hide hubs and repositories from users?

Yes, assigning no role to a user for a hub or repository means they can no longer see that hub or repository.