Navigating Management Pages

CxEngage management pages in the configuration interface enable you to configure, view, and manage various aspects of your tenant. On these pages, you can create items (for example, new users in User Management), view the existing list of items for that specific page, and make updates individually or to groups of items.

The following management pages are part of the configuration interface:

Users

Configuration

Flows

Reporting

* These pages aren't upgraded to the management page format described below and therefore may have a slightly different look and feel.

  You can only see the pages that your role permissions grant you access to.

Click image to enlarge

  Object Description
Page name The name of the management page - for example, User Management or Skill Management.

Item selection (checkbox)

Select items to update as part of a bulk action (see Actions below)

  • Select the checkbox in the column header to select all of the items in the list. To individually select items, select the checkbox next to the item's name in the list.
  • Clear the checkbox to deselect the items.

As you select items, a Bulk Actions side panel opens showing the actions available.

 

Only pages with bulk actions available show these checkboxes. Pages without bulk actions (for example, Statistics Management, User Management Emails, Chat Widgets, and Access Controlled Reports) do not show checkboxes.

Some items show a dash (-) instead of a checkbox. These are inherited items that can't be changed.

Create

Click Create to open a side panel to create a new item.

If you don't see the Create button, you don't belong to a user role that contains required permissions to create for the given management page.

Actions

Enables you to make changes to multiple items at one time. Select the checkbox next to the item's name or click Actions and select one of the following:

  • Select All Visible: Selects the checkbox next to all the items on the current page of items you are viewing. For example, if you are looking at page 2 of 4 pages of results, only the items on page 2 are selected.
  • Unselect All Visible: Clears the checkbox next to all the items on the current page of items you are viewing. For example, if you are looking at page 2 of 4 pages of results, only the items on page 2 are cleared.
  • Select All: Selects the checkbox next to all of the items for the given management page. If there are multiple pages of results, the items on all the pages are selected.
  • Unselect All: Clears the checkbox next to all of the items for the given management page. If there are multiple pages of results, the items on all the pages are cleared.

After you've selected all of the items you want to update, select the changes you want made in the Bulk Actions side panel that opens and click Submit.

  Pages without bulk actions available do not show the Actions button. For example, Statistics Management, User Management Emails, Chat Widgets, and Access Controlled Reports.

Columns

Choose which columns show in the list. Select the checkbox next to the columns you want to see. Clear the checkbox next to the columns you don't want to see. Click All to select all of the checkboxes or deselect All to clear all of the checkboxes.

This is a personal setting and does not impact what other users see. The columns you select applies to the same management page in all tenants that you have access to.

Search

Filter

Refine the results shown on a page by searching a column or selecting from the drop-down menu at the top of the column.

  • Search: Columns that you can search show a magnifying glass () at the top of the column. In the text box, begin entering the search term and the list shortens based on what you enter.
  • Filtering drop-down menu: Columns that can be filters from a predefined list of options show a drop-down menu () at the top of the column. Click the menu and select one of the options to filter the list.

Page navigation

If your management page has multiple pages of items, use the page navigation to go from page to page.

  • The bold number indicates your current page. Click any other number to go to that page of results.
  • Click Previous to go to the previous page of results. If you are currently on Page 1, Previous is grayed out and can't be clicked.
  • Click Next to go to the next page of results. If you are currently on the last page of results, Next is grayed out and can't be clicked.

Pagination

Page indicates the current page of results you are on out of the total number of pages of results. To go to another page, click the up and down arrows or enter a different page number and press Enter.

Show per page indicates how many rows of items are listed on each page. To increase or decrease the number, select the desired rows from the drop-down menu.