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.
Custom roles can be created by an Administrator if there are additional specific requirements for your tenant users.