How to: Manage environments

Administrators create and manage environments. They can change some settings in existing environments. Business, type, region, storage option, and Dataverse settings are fixed after creating the environment. If you want to change these settings, reset the environment or create a new environment.

Edit an existing environment

You can edit some of the details of existing environments.

  1. Select the Environment picker in the header of the app.

  2. Select the Edit icon.

    Icon to edit the environment settings.

  3. In the Edit environment box, you can update the environment settings.

To start with a fresh environment, see Create a new environment.

Change the owner of an environment

Several users can have admin permissions but only one user is the owner of an environment. By default, it's the admin who creates an environment initially. As the admin of an environment, you can assign ownership to another user with admin permissions.

  1. Select the Environment picker in the header of the app.

  2. Select the Edit icon.

  3. In the Edit environment box, go to the Basic information step.

  4. In the Change owner of environment field, choose the new owner of the environment.

  5. Select Review and finish, then Update to apply the changes.

Claim ownership of an environment

If the user account of the owner is deleted or suspended, the environment won't have an owner. Every admin user can claim the ownership and become the new owner. They can continue to own the environment or change the ownership to another admin.

To claim ownership, select the Take ownership button that shows at the top of every page in Customer Insights when the original owner left the organization.

Reset an existing environment (Preview)

As the owner of an environment, you can reset an environment to an empty state if you want to delete all configurations and remove the ingested data.

  1. Select the Environment picker in the header of the app.

  2. Select the environment you want to reset and select the vertical ellipsis (⋮).

  3. Choose the Reset option.

    Control to reset an environment.

  4. Choose whether you want to reset the entire environment, everything except the data sources, or anything that is configured on top of the unified customer profile.

  5. To confirm, enter the environment name and select Reset.

Delete an existing environment

As the owner of an environment, you can delete an environment you administer.

  1. Select the Environment picker in the header of the app.

  2. Select the environment you want to reset and select the vertical ellipsis (⋮).

  3. Choose the Delete option.

    Control to delete the environment.

  4. To confirm the deletion, enter the environment name and select Delete.

Important

Deleting an environment does not remove the connection to a Dataverse environment. If you plan to connect the same Dataverse environment to a new Customer Insights environment in the future, you must remove that connection Learn how to remove an existing connection to a Dataverse environment.