If an Evolve Contact Suite client needs a function preformed in Setup that they can do themselves (i.e. Full Service Restart) - They will need an Admin account in order to do so. If the ECS account only has 1 Admin account. Please use the following MOP to create the client their own ECS Admin account and then provide the step-by-steps found here to preform an ECS restart
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ECS Admin credentials stored in Secret Server are for internal use only and cannot be shared with customers, partners, or authorized contacts for any reason. If a task needs to be preformed in the ECS Setup portal the following steps can be used to create the client their own ECS Admin account. |
Video Tutorial: create_new_ecs_admin.mp4
Step 1: Go to the customer specific ECS URL found in Secret Server
Step 2: Click on Setup
Step 3: Login to ECS Setup with the shared credentials found in Secret Server
Step 4: Click the pad lock in the upper left corner to edit the config so it changes to
Step 5: Click on Staffing in the bottom left corner and then click on the Admin Accounts tab at the top
Step 6: Click on the icon in the upper right corner to create a new ECS Admin
Step 7: Give the admin account a custom name by clicking on the words 'Admin Account 1'
Step 8: Click the green check mark to validate the changes
Step 9: Click on the Deploy icon to save the changes
Step 10: Enter in a description including Ticket # - Name - specific changes made
Step 11: To view the new username click on Staffing and the click on the person icon next to the newly created Admin
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Click on the 'copy' icon in the upper right corner to copy the account name to the clipboard |
Step 12: The password will need to be changed before the user can log in.
The initial password is <supplied by project team>
You can goto the main URL and reset the password before providing it to the client.