Once it's determined you're a good candidate for an eComm license, complete the following pre-access requirements.

PREVIOUS STEP | Discovery

Meet with your eComm specialist. Review your communication and event goals and learn how eComm can best support your efforts. Complete our questionnaire with your team beforehand.

PREVIOUS

CURRENT STEP | 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 distrubuted 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 | complete every 3 years

All users must complete the following SkillSoft courses. 

Information Security and Privacy Awareness | Course ID: _scorm12_cu_u00063_0001
This 30-minute course covers how to protect university and private information. 

CU IT Confidentiality Agreement | Course ID: _scorm12_cu_u00087_0001​
This 20-minute course covers your responsibilities for protecting the confidentiality and privacy of information at CU. 

CU: FERPA (Family Education Rights and Privacy Act) | Course ID: _scorm12_cu_u00049_0001​
This 45-minute course covers how federal law protects student education records.

​ PCI Compliance for Cvent users | complete annually

All Cvent users must complete the additional course below.

CU: Payment Card Security - CU System | Course ID: _scorm12_cu_u00162_0001
This 30-minute course will cover responsibilities for protecting cardholder data.

NEXT STEPS | Login Details

Assuming you have completed the above Pre-Access requirements, you will receive login instructions with your credentials around the 6th of the month.

NEXT