Managing CX Accounts, Users, and Segments

Depending on your setup, you can add CX Accounts and CX Users manually, or they can be added automatically through a sync with a system like Salesforce. If self-registration is turned on, CX Users can also sign up on their own.

• CX Accounts
  • Adding a CX Account
  • Editing or Removing a CX Account
• CX Users
  • Adding a CX User
  • Editing or Deleting a CX User
• CX Segments

Adding a CX Account

1. Click CX Accounts in the navigation bar on the left.
2. Click the + icon.
3. Choose how to add the account:
   • Select an Existing Account: If Enablix is synced with a system like Salesforce, add the account from there.
   • Add New CX Account: If Enablix isn’t synced, or you’d rather add the account manually.

Editing or Removing a CX Account

1. Click CX Accounts in the navigation bar on the left.
2. Check the box to the left of the account.
3. Click the pencil icon.
4. Make your changes, or uncheck CX Account to remove it as a CX Account.
5. Click Save.

Adding a CX User

1. Click CX Users in the navigation bar on the left.
2. Click the + icon.
3. Enter the user’s Name and Email, and select their Account.
4. Click Save.

Once added, the user gets a welcome email.

Editing or Deleting a CX User

1. Click CX Users in the navigation bar on the left.
2. Check the box to the left of the user.
3. Choose an action:
   • Edit: Click the pencil icon, make your changes, and click Save.
   • Delete: Click the trash can icon.

CX Segments

Segments group CX Accounts or CX Users by shared fields, like products purchased, industry, or region. Use segments to:

• Control CX Portal access: If you have multiple CX Portals, choose which CX Users see which portal.
• Control content access: Share content with select segments instead of all CX Users.
• Filter reporting: Filter CX Insights by segment.

Adding a Segment

1. Go to the segments tab:
   • Account segments: Click CX Accounts in the navigation bar on the left, then go to the CX Account Segments tab.
   • User segments: Click CX Users in the navigation bar on the left, then go to the CX User Segments tab.
2. Click the + icon.
3. Enter the segment’s Name.
4. Select the fields and values that define the segment, like products purchased, industry, or region.
5. Click Save.

Editing or Deleting a Segment

1. Go to the CX Account Segments or CX User Segments tab.
2. Check the box to the left of the segment.
3. Choose an action:
   • Edit: Click the pencil icon, make your changes, and click Save.
   • Delete: Click the trash can icon.

We’re here to help. Contact help@enablix.com