Terminus gives end-users the ability to edit personal information through the Employee Preference Center. Depending on which employee fields your Email Experiences admin has unlocked, end-users can update signature data in a matter of minutes. Afterward, download employee information straight from Email Experiences to ensure your employee records are up-to-date.
Email Experiences Admin Instructions
Follow the steps below to give end-users access to the Employee Preference Center.
Navigate to the Employees tab and select the users you want to invite.
Click on the Send Invites drop-down menu and select Update Information. The invite will trigger an email to be sent to each selected end-user.
After the invites have been sent, track which users have updated their information via the Employees page. If you are using Email Experiences' Google Apps Integration, make sure Auto-Sync is turned on.
Email Experiences Non-Admin Instructions
Open the email invitation from your Email Experiences admin and click on the Accept Invite button. Note that the email will tell you if there is missing signature data.
You will be redirected to our Unified Login homepage. If you are a new user and have not signed in before please select one of the Single Sign-On options (Google/Microsoft 365) to access the platform. If you wish to sign in using an email address and password, please reach out to support through the Terminus Support Portal to have login credentials generated for your user. Refer to this article for more information on Logging into the Terminus Engagement Hub.
Once signed in, select the Email Experiences tile to access your account.
Fill in your personal information in the unlocked fields and update your notification preferences if needed.
Click Submit Changes to finish out the process. Close and reopen your email application to ensure the changes you’ve made are reflected in your email settings.
If you need to make any additional changes at a later date, simply navigate to home.terminusplatform.com and sign in using your credentials.