Admin / Setup

Managing the configuration and management of Consensus. From basic user management and permissions to more advanced configurations like system settings, integrations, and security.

Admin / Setup

Users, Roles & Groups

Enabling Discovery Builder / Discovery Demo creator permissions

Roles & Permissions - Custom Roles

Managing User Profiles

What's the Difference Between the "Sender/Tracker" role and the "Sender/Tracker SNAP Creator" role?

How to filter your Manage Users Page for Easy Management

General

Demo Library Multi-Select

Promoted Demos

Track User Contact Data with a Cookie to Pre-fill Marketing Lead Forms

Tagging - Tag Admin and Tag Assignment

Opt-in Global Privacy Compliance Engine

Mail Merge

Microsoft Word - Mail Merge Demo Link

Intro to Creating a Mail Merge Demo Link

Hubspot - Mail Merge Demo Link

How to use merge codes when setting up email templates

Microsoft Word - Mail Merge Demo Link

Troubleshooting

How to login after getting 'Your token has expired'?

How to troubleshoot common issues with Consensus Plugins

I accidentally archived my video, how do I get it back?

AI - Claraty

AI in Dynamic Tours: Frequently Asked Questions

How to Use Auto-Subtitles

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded