This article describes how active concurrent users are managed in the Customer Data Hub product.

In this article:

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How it Works

Customer Data Hub offers basic concurrent user support for users that are logged into Customer Data Hub at the same time. The options available to you are dependent on whether you have unsaved changes of your own. To begin, all active users should be working on the latest published version of a profile. Users are informed when changes are introduced by other active members, regardless of whether or not the change has been saved and published.

Viewing other active users

When you log in to Customer Data Hub, the product component that you are working in is highlighted in blue in the left navigation bar. If another user is also logged into Customer Data Hub and active, that user's profile initials display as a circle with a unique background color at the top of the screen. The same unique color is used to highlight which area of the product the other user is currently working in, as shown in the following example.

WhiteUI_UDH_Concurrent User Management_UDH_3 Users logged in.png

Acknowledging that another user has initiated a change

WhiteUI_UDH_Concurrent User Management UDH_Acknowledge Change Message.pngIf another active user has started a change, whether or not they have saved and published the change, a message displays to let you know that a change that has not been saved and published is in progress. Click Got it to acknowledge the message.

Before you save, contact the user displayed to ensure that your changes do not overwrite each other.

When a profile update from another user is detected

When another active user saves and publishes an update, a message displays to inform you that your profile is now out of date. The message contains the email of the user that made the change and the version name. Select one of the following options:

  • Get the Latest
    Click this option if you have not made changes that you want to save. If unsaved changes are pending, your changes will be lost.
  • Keep Working
    If you select this option, you can continue with your own work and then save and publish. Once you save and publish, the previous changes by other users are overwritten.

Additional Resources

For information about concurrent users in TiQ, see Concurrent Users (TiQ).