CX Accounts & Users

If your CX Portal requires a login, control access by adding accounts and their associated users.

• Adding CX Accounts
• Adding CX Users
• CX Account and User Attributes

CX Accounts

Your customer or partner accounts. In CX Accounts > CX Accounts tab, you can:

• Add a CX Account by selecting one of two options:
  • Select an Existing CX Account Add an account from your synced database (if applicable) or re-add a previously added account
  • Add New CX Account Manually add a new account
• Modify a CX Account by clicking the account name, making your changes, then clicking Save
• Delete a CX Account by clicking the account name, unchecking CX Account, then clicking Save

CX Users

Your customer or partner users. In CX Accounts > CX Users tab, you can:

• Add a CX User by clicking the blue plus sign
  • Depending on your setup, this may trigger a welcome email
• Modify a CX User by clicking the user's name, making your changes, then clicking Save
• Delete a CX User by clicking the account name, unchecking CX User then clicking Save

CX Account and User Attributes

Attributes are:

• Account- or user-based
• Customizable to your business needs (e.g. enterprise, service, region)
• Used to control CX User access and reporting purposes

Attributes can be used to create segments (learn more).