Adding Roles
Roles determine what features users can access on CxEngage. That access is determined by assigning permissions to roles. Each user has a role assigned for their tenant. Users can belong to multiple tenants and have different roles for each. For example, a user can be a Supervisor for one tenant and be an Agent on a different campaign tenant.
To add a role to a new user's profile:
- Create a user
Assign the desired role by selecting it in the Tenant Role list in the Create New User panel - Click Submit
To update the role for a user, refer to Editing User Accounts.
CxEngage Default Roles
There are default roles in CxEngage that are immediately available.
- Agent
- Supervisor
- Administrator
Custom roles can be created by an Administrator if there are additional specific requirements for your tenant users.
