A few updates, one that will affect all accounts and a couple that affect our Enterprise accounts only.
- New Global List Country
- New Scrutineer User account type * Enterprise
- New User permissions on Projects * Enterprise
When adding any list into Match2Lists it has always been the case that you had to specify the Country that best described the data being loaded so that we could best apply country specific algos and transformations as part of the matching process.
These transformations and country specific procedures are only necessary on regional and geographical data such as contact and address details as well as local Company names and identifications.
Now if your lists do not contain such data or a mixture of many countries simply select “Global” in the “List country” dropdown when uploading a list. Match2Lists will then process the list accordingly. One thing to note is, like country specific lists, you can only create projects using lists of the same “List country”.
Having been talking to some of our Enterprise customers we’ve added a new User Account Type – Scrutineer.
The Scruntineer User Account can access and only work on Projects that have been assigned to them. They do not see any Lists or other Projects you may have in your account.
With the creation of the Scruntineer it is now necessary to grant permission on Projects. A new section to the Create a Project screen has been added for this. All non-Scruntineer users within your organisation are automatically granted access to the Project which helps keep the process quick and easy.
The new User Access Permissions section for Projects.
You can change access permission to existing projects by making the necessary changes to the new “User Access” section of the Project Details screen.
Tip: To make a project private so no other user sees or has access to it – simple uncheck all users. You can change these settings at anytime be going back to the Project Details screen.
That about wraps it up for this update, some great changes and advancements continue to be made – we hope you think so too, please let us know what you think.
Until next time – happy matching.
