Transcript
In this video, we’ll give you a quick introduction to Global Settings. Major topics include: Top configuration steps for a new instance, and tools for change management.
As a Totango Admin, you can find Global Settings within the left navigation. The Home page is a quick reference for the most important configuration steps when setting up a *new* Totango instance. Each of these items provide shortcuts to different areas of global settings or to other areas of Totango to help you get started. If your instance is already up and running, most of these items will be marked complete.
On the left, you can find more areas within global settings to help you maintain your system: As team members come and go, you can manage all user licenses and permissions within User Management. For all data points, integrations, health refinement , you’ll use tools within Data Management. Manage all settings related to campaigns, intake forms, and other ways your team logs their activities under Customer Engagement. Finally, adjust the settings for account layout, tabs, and more options using admin-only settings on the account profile view. Learn more about each of these areas in other videos.
For now, let’s look at the settings within the General and My Account tabs that can help you manage change. Within the General tab, you’ll find an option to block email notifications. This might be important if your security policies change, and you want to limit the data sent in emails. When you have this turned on, the digest option within a user’s profile will be disabled. Turning this option off allows you to choose the level of detail allowed, and then each user can choose to enable or disable for their preferences.
Other settings in here may be adjusted periodically–for example if your company changes the start of its fiscal year. Enabling users to search Campaigns and SuccessPlays from other teams might be helpful for transparency, but it also may introduce unnecessary noise—so it all depends on team preferences and these may change as your teams grow!
Within the My Account tab, you’ll see Company Name, the domain used for your Totango instance, and logo. Make note that additional domain authentication is required for white-labeling the domain used for Totango system emails and campaigns. The internal domain setting helps Totango identify your employees vs. accounts whenever your team leverages the email-to-touchpoint feature, for sending messages to touchpoints@totango.com directly from their inboxes. If your company uses multiple domains internally–perhaps you have a new acquisition--you can always add additional domains here.
The release section gives you control over when Totango-issued beta features are available to your teams. By default, as soon as Totango releases early access items, they appear in your instance. But, you can disable the auto release and instead roll out each feature on your own schedule, perhaps after doing a team training to help with adoption. Users can then try out the new features and even switch back at their convenience.
Speaking of enablement, you can also change and add new items to the Help menu. This feature is particularly applicable to change management–such as adding internal recording of a training you just did, or linking out to a new best practice document. Any functions that are grayed out indicate items that are only managed by Totango.
