Managing CX Accounts & Users
Depending on your setup, you can add CX Accounts and Users manually, or they can be added automatically through a sync with a database like Salesforce. If self-registration is enabled, CX Users can also sign up on their own.
💡 To discuss or change your setup, contact your Enablix CSM or help@enablix.com.
CX Accounts
To Add a CX Account
- Click CX Accounts from the left-hand navigation.
- Click the + icon.
- Select how to add the account:
- Select an Existing Account: If Enablix is synced with a database like Salesforce, add the account from there.
- Add New CX Account: If Enablix isn't synced with a database, or you'd rather add the account manually.
To Edit or Remove a CX Account
- Click CX Accounts from the left-hand navigation.
- Check the box to the left of the account.
- Click the pencil icon.
- Make your changes, or uncheck CX Account to remove it.
- Click Save.
💡 By default, CX Accounts include Name, Web Domain, External ID, and Source System fields. To categorize accounts with more fields, like products purchased or industry, contact your Enablix CSM or help@enablix.com.
CX Users
To Add a CX User
- Click CX Users from the left-hand navigation.
- Click the + icon.
- Enter the user's Name and Email, select their Account
Once added, the user gets a welcome email.
To Edit or Delete a CX User
- Click CX Users from the left-hand navigation.
- Check the box to the left of the user.
- Choose an action:
- Edit: Click the pencil icon, make your changes, and click Save.
- Delete: Click the trash can icon.\
💡 Tip: By default, CX Users include Name, Email, and Account fields. To categorize users with more fields, like role or region, contact your Enablix CSM or help@enablix.com.
Questions? Reach out to help@enablix.com.