STEP 1 | Discovery
STEP 2 | Pre-Access Requirements
Before access to eComm tools (Salesforce, Marketing Cloud and Cvent) is granted, new users must sign the eComm User Agreement and complete training for data security, confidentiality, FERPA and PCI compliance. This is not training of the Salesforce tools and must be completed BEFORE access to the applications can be granted.
LICENSE SCHEDULE eComm licenses are distributed monthly. Pre-access Requirements and a license request needs to be in by the last day of the month for new users to recieve login credentials around the 5th of the month.
eComm User Agreement
All users and their supervisors must sign the eComm User Agreement. After you sign the form, the eComm team will send a signature request to your supervisor. This agreement outlines important requirements that you and your supervisor must agree to before you can be provisioned for an eComm license, including confidentiality, data security, fiscal responsibility, CAN-SPAM compliance, training, processes & policies.
Skillsoft Courses for all users
All users must complete the following SkillSoft courses.
Percipio Playlists: Access Marketing Cloud, Salesforce & Cvent | Access Marketing Cloud & Salesforce | Access Cvent ONLY
complete every 3 years
CU: Information Security for IT Service Providers
This 40-minute course covers your responsibilities for protecting the confidentiality and privacy of information at CU.
CU: FERPA for CU-SIS Access
This 45-minute course covers how federal law protects student education records.
complete every 2 years
ICU: Information Security Awareness
This 30-minute course covers how to protect university and private information.
PCI Compliance for Cvent users
All Cvent users must complete the additional course below annually.
complete annually
CU: Payment Card Security - CU System
This 30-minute course will cover responsibilities for protecting cardholder data.
STEP 3 | Login, Training & Quiz