CX Accounts & CX Users
To give access to the CX Portal:
- Add an account as a CX Account
- Add individual users as CX Users for that account
This article covers how to manually manage CX Accounts and CX Users. You can also automate this process by syncing Enablix with a database like Salesforce. To set up or get help with your setup, contact your Enablix Customer Success Manager or email help@enablix.com.
CX Accounts
In CX Accounts > CX Accounts tab, you can:
- Add, modify, and delete accounts
- Assign account attributes (customizable fields like products purchased or region)
To add, modify, or delete account and user attributes, contact your Enablix Customer Success Manager or email help@enablix.com.
CX Users
In CX Accounts > CX Users tab, you can:
- Add, modify, and delete users
- Assign user attributes (customizable fields like role or language)