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Enterprise 1.0 Overview
Use the Email Studio Enterprise 1.0 tool, also known as Channel Management, to manage your users across the enterprise. Enterprise 1.0 is built on the concepts of nodes and channel members.
Nodes
First, design your organizational chart, which consists of nodes. Nodes are folders that help you maintain structure in your account and organize your channel members. Nodes don’t affect user security or any other aspect of the application.
For example, an organizational structure based on U.S. geography has West, Midwest, South, and East nodes.
For complex organizational structures, create subnodes. Create as many levels of subnodes as you want.
Channel Members
After you create the nodes in your organizational chart, add your channel members to the nodes. For example, each West Coast sales office is a channel member in the West node.
The types of channel members include:Ensure that all users are configured appropriately using the administrative area of the application. You can also manage the users of channel member accounts.
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On Your Behalf, or Dynamic One-to-One, channel members: An On Your Behalf channel member doesn’t send emails. As the Enterprise admin, you send emails on the member's behalf. You create the content, personalize elements to reflect the channel member, and then send the emails on behalf of the member. The From line and the Reply email address on the emails the member’s, not your administrator’s, account.
The On Your Behalf model was designed for use with sales staffs. Create a login for each On Your Behalf account so the salesperson can access subscriber lists and email tracking information, if you give the salesperson access to these areas of the application.
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Lock & Publish channel members: A Lock & Publish channel member has as much control over emails as you allow. You can publish emails to your Lock & Publish channel members and lock down some or all published email content. Or, you can allow the channel member to customize the content. Choose whether the users of the Lock & Publish account can create their own emails or are limited to emails published from your administrator account.
The Lock & Publish model was designed for enterprises with multiple business units, many of which have their own dedicated marketing teams.
- Publish Emails to Lock and Publish Channel Members
You can publish emails for use by lock and publish accounts in an Email Studio Enterprise account. - Personalization Strings
In Marketing Cloud Engagement with Enterprise, use personalization strings to insert the member ID, display name, account name, and email address of the member account from which you send the email. - Personalize Email Sender for Parent Account
Personalize your Email Studio emails to be sent from the lead and contact owner, or the lead and account owner. - Create and Manage Nodes
Enterprise channel members are grouped into nodes, or organizational units, in your organizational chart. - Add a Channel Member
Add a Marketing Cloud Engagement channel member and create login information under Email Studio Admin. - Set User Properties for On Your Behalf Logon
Set user properties when you add or edit an On Your Behalf channel member account in Marketing Cloud Engagement. - Edit Channel Member’s Information
You can edit general information about a channel member or the channel member’s login information in Marketing Cloud Engagement. - Disable a Channel Member Account
Disabled accounts are no longer usable but remain visible in your Marketing Cloud Engagement account. - Log in to a Channel Member Account
You can offer support and troubleshoot issues by logging in to a channel member account. You use the same access rights as that user. - Add a User (Administrator Account)
Add a Marketing Cloud Engagement user under Email Studio Admin. - Edit or Disable a User Security Record
Change a user’s access rights or information by editing the Marketing Cloud Engagement user’s security record. For example, you can disable a user record so that the user can’t log in. The user’s security record remains in your account so that it can be re-enabled. You can’t delete users. - Reset User Password
To reset a password for Marketing Cloud Engagement, an admin can reset it with the user's previous password.
