After users create an Acoustic account, administrators use My Acoustic to add users to the subscription, and they use Tealeaf user management to set user access to applications and features.
You can remove users from Tealeaf in My Acoustic only.
User roles
With the introduction of My Acoustic, Tealeaf users are assigned a role of "User" or "Administrator." After a user is assigned a role, they can be assigned additional product-specific roles via Tealeaf user management. In Tealeaf, the user and administrator roles will be disabled, and you can only change those in My Acoustic.
User
A person who is assigned the User role in My Acoustic can perform the following tasks:
- Reset your own password in My Acoustic.
- Create, view, and edit dashboards.
- Create, view, and edit reports.
- Edit your first and last name in My Acoustic.
- In Overstat (Snapshot Gallery), create, edit, delete snapshots and collections, and apply overlays.
Administrator
A person who is assigned the Administrator role in My Acoustic can perform the following tasks:
- Edit information about the organization from the Company settings page.
- View and access Admin dashboards.
- Add applications to Tealeaf.
- Add users to Tealeaf via My Acoustic.
- Edit or remove users from Tealeaf via My Acoustic.
- Set user access to applications and assign product-specific roles.
- Reset user passwords (via My Acoustic).
- Create, edit, and manage session export tasks.
- Create, view, or edit events, dashboards, and reports.
The administrator can modify reports, dashboards, and events that were created by users who are assigned the User role.
- For Overstat, administrators can modify or delete any snapshots and collections in the gallery.
- Manage and monitor all alerts.
- Use the MMI Report to view million monthly interactions (MMI) data for their organization. View and export application-level MMI data for their own organization.
EventAdmin
EventAdmin users have the same permissions as the User role and can create and edit events and event objects (dimensions, hit attributes, step attributes, session attributes, etc.).
Additionally, users assigned the EventAdmin role can edit reports that they own, as well as reports that are shared with other users.
ProUser
Users assigned the ProUser role have the same authorizations as the User role, except they can create, edit, and delete their own events, session attributes, hit attributes, step attributes, dimensions and dimension groups.
SessionDataAdmin
Users who are assigned the SessionDataAdmin role have access to the Data Export feature with the same permissions as the administrator. The role is modeled after User role, with added ability to export session data.
Users assigned the SessionDataAdmin role can create, edit, and manage session export tasks.
RestrictedUser
The RestrictedUser role is modeled after the User role, which specific restrictions. Restricted users are prohibited from accessing any Tealeaf data source that contains personal data.
Personal data refers to any information that relates to a natural person (the Data Subject) who is or can be identified, directly or indirectly, by reference to an identifier such as a name, identification number, location data, online identifier, or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural, or social identity of that person.
The following restrictions apply to users assigned to the RestrictedUser role.
- Access to only those reports that do not include personal data.
- Use of session search to generate a list of sessions.
- Restricted users cannot replay sessions from session search.
- The Restricted users cannot access or use any session attributes in their session list view that are flagged as having personal data.
SupportUser
For internal Acoustic use only.
Add a user
As of September 25, 2020, the only way to add users to Tealeaf is with My Acoustic.
My Acoustic provides a unified experience for managing user access across all Acoustic products. For a video demonstration of My Acoustic, see Manage Acoustic users in the Acoustic Help Center.
Before you add a user with My Acoustic, you need to know:
- User's name
- User's email address
- Required role (User or Administrator)
There is no limit to the number of users that you can add to Tealeaf. However, your license specifies the maximum number of users provisioned for your organization/subscription.
The maximum number of users for your organization is noted on the Company settings page in Tealeaf and is set by Acoustic in accordance with your user license.
The Maximum number of users property on the Company settings page can be changed by Acoustic only.
If more user subscriptions are needed, contact an Acoustic sales representative.
Complete the following steps to add a user.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab and select Go to My Acoustic.
- From My Acoustic, add your users, assign them the role of "Administrator" or "User" and save your changes.
The "Administrator" role in My Acoustic, maps to the role formerly known as "OrgAdmin" in Tealeaf.
The "User" role in My Acoustic, maps to the role formerly known as "RegularUser" in Tealeaf.
The users that you add with My Acoustic are displayed on the user management page in Tealeaf.
After you add users with My Acoustic, return to Tealeaf user management to assign applications and additional roles as necessary.
Assign applications and product-specific roles to users
After you add users with My Acoustic, return to Tealeaf user management to assign applications and additional roles as necessary.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab.
The most recently added users from My Acoustic are displayed at the top of the page.
- Select the user account to which you need to assign applications and product-specific roles and click Edit.
- Select the checkboxes for the applications and product-specific roles and then click Save.
Note: The Administrator and User roles assigned with My Acoustic are read-only. If you want to make changes to these two roles, you need to do so in My Acoustic.
Edit user information
Administrators can edit a user's role, access to applications, and more in Tealeaf or in My Acoustic.
Manage a user's role or reset their password in My Acoustic
Use the following procedure to modify a user's role or reset their password in My Acoustic.
The changes you make to the user's role will be reflected in Tealeaf user management as well.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab.
- Click the link in Go to My Acoustic to add users and assign User or Administrator roles.
- From My Acoustic, click Users.
- Select Edit for the user that you want to modify.
-
Make your changes and save them.
Change a user's display name or assign users applications and additional roles
Use the following procedure to modify a user's display name or assign them their apps and additional roles Tealeaf.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab.
- Select the user that you want to modify click Edit.
- In the Edit user window, make your changes and save them.
Remove a user
As an administrator, you can remove a user in My Acoustic.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab.
- Click the link inGo to My Acoustic to add users and assign User or Administrator roles.
- From My Acoustic, click Users.
- Select the user that you want to remove and select Remove.
When you remove a user in My Acoustic, the user is also removed from Tealeaf. Tealeaf user management will no longer display that user's information.
Add a user group
Use Tealeaf user management to add a user group.
- Log in to Tealeaf.
- From the drop-down menu in the menu bar, select Admin.
- Select the User Management tab.
- Select User groups from the left-side panel.
- Enter information about the user group into the Create user group window and select the users who will be members of the user group.
- Click Save to create the user group. Added users will receive an email.
To edit or delete a user group, select the group from the list of user groups and click the Edit or Delete icon.
Restrict user access from outside the workplace
Through a combination of configuration settings on the call center agent's user profile and the Company Settings page, an organization administrator can prevent an agent from accessing from outside of the workplace.
You must first configure the user profile to prohibit them from accessing from home or from outside the workplace. Then you must update the Company Settings page with a whitelist of trusted IP ranges that the call center agents can log on to only if they are in the office.
- On the call center agent's profile, toggle IP Range Control to the enabled (check mark) position and save the change.
- Go to the Company Settings page.
- In the IP address whitelist setting section, add the IP ranges.
The specified IP ranges are applied automatically to any call center agent whose profile has the IP Range Control toggled on.
If the user tries to log on to from an IP address that is not defined in the IP address whitelist setting, they are denied access.