Users Overview

We'll walk you through the steps for adding and managing users within CxEngage.

Initial Setup

Before you can create the skills and groups that users can be assigned to:

• Add Skills
• Add Groups

Adding and Editing Users

There are a number of functions or actions that can be completed to manage user profiles and access.

• Add a User
• Creating Users
• Adding an Existing User to a Tenant
• Role Permissions
• Adding Roles
• Edit a User Account
  • Adding Users to Groups
  • Adding Skills to Users
• Managing Access
  • Sending Invitations
  • Resending Expired Invitations
  • Canceling Invitations
  • Disabling Users
  • Reactivating Users

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