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Exploring the Delegated Admin Console

<div id="content"><p tabindex="0">​The Delegated Admin Console allows privileged users to manage members within their organization. It can be used to:</p><ul style="list-style-type:disc"><li tabindex="0">Invite members, either individually, or by importing a list of users from a CSV-format file</li><li tabindex="0">Update some member details, such as their position or department</li><li tabindex="0">Activate/Deactivate members to temporarily suspend that member’s access</li><li tabindex="0">Trigger a password reset for a member</li><li tabindex="0">Remove members – this disconnects them from the organization, but does not remove their profile from SAP Customer Data Cloud</li></ul></div>

The Delegated Admin Console

<div id="content"><p tabindex="0">Let’s take a closer look at the features of the Delegated Admin Console, and find out how to tailor the UI to your preferences.</p><div class="kalturaVideoLessonWrapper"><div aria-label="" class="kalturaVideoLessonContainer" data-testid="video" id="1_9pdjrv7m"></div></div></div>

Console Walkthrough

From Onboarding to Governance: Mastering SAP Customer Data Cloud for B2B

Discover how to configure the Delegated Admin Console, customize its appearance, manage users, and invite new members efficiently. Learn step-by-step instructions for optimal utilization of this essential tool.<br><br># This description was auto-generated #

U4L1 Exploring the Delegated Admin Console.mp4

Let’s explore and configure the Delegated Admin Console. In this video, you will view a console walkthrough you will view a console walkthrough you will view a console walkthrough showing the key features of the Delegated Admin Console, and how to customize the look and feel of the console, including color, fonts, and logos. We begin by logging into SAP Customer Data Cloud, and then switching to the Organization Management page using the dropdown. Then we select the tab for the site group we want to work with. Before viewing the Delegated Admin Console, let’s perform some preliminary configuration. We can do that by clicking the Organization Settings icon, which is shaped like a gear. The tab we want is named Delegated Admin Console Look & Feel. There are five options here.  Let’s edit them by clicking the Edit button.  Now, let’s customize the UI.  You can define the primary color used throughout the console by clicking here.  You can use the palette box to pick a color visually, fine-tune the hue, saturation, and brightness using the sliders, or enter hex or RGB values. For example, if your company’s branding mandates a specific shade of blue, you can enter its hex code here. You can also customize the font used by the console. Click the drop-down menu in the font field to select your preferred font. If your organization prefers a clean, modern look, you might select the Roboto font; but if you prefer something more classic, perhaps the Merriweather font is a better pick. You can also change the banner background and text colors if you like. Let’s pick teal for the background. Once you’ve made your selections, click Save to apply your changes. Okay, now that we’ve configured the Delegated Admin Console, let’s go use it. The Delegated Admin Console is your central tool for managing users within your organization. After selecting an organization to see its Organization Details page, you can access the Delegated Admin Console  by clicking the Manage Members link at the top of the page.  Note that I’m accessing the Delegated Admin Console as an IT Admin. Each individual B2B organization will have a Delegated Admin that can also access this console. The access for these admins will be via the website or B2B Portal you expose to organization members. It offers a user-friendly interface that allows you to efficiently manage organization members. And look, the banner is displayed in teal, just as you configured. One of the core functions of the Delegated Admin Console is the ability to invite new members to your organization. Two buttons at the top of the page allow you to add individual members manually, or to import multiple members at once using a CSV file. This makes it easy to quickly expand your team. Notice that they’re displayed using the primary color you chose earlier. If a member’s position or department changes, you can easily update it by selecting the relevant member, clicking the edit button, and making the necessary updates. If a member no longer needs access to your organization, you can remove them through the Delegated Admin Console. In the Member List, simply select the member and click the delete icon. Keep in mind that removing a member disconnects them from your organization, but their profile remains in SAP Customer Data Cloud. There may be times when you need to temporarily disable or re-enable a member’s access. You can do this in the Delegated Admin Console using the Suspend/Activate Member button, found in the member’s details view. With a simple click, you can control whether a member is active or suspended. In cases where a member has forgotten their password or needs a new one for security reasons, you can trigger a password reset from the Delegated Admin Console. When you click the “Reset Password” button, an email with instructions to reset the password will be sent to the member. This concludes our exploration of the Delegated Admin Console. Thank you for watching.