Manage Users

Benefits of user management

User management enhances team collaboration by providing tailored access to features and data in the CXP platform. Using role-based and scope-specific permissions, organization owners and admins can ensure that each team member has the appropriate level of access to manage, view, or edit information. This approach simplifies team management and enhances security by aligning permissions with individual responsibilities.

How to invite users

1. Navigate to the Organisation > Users page in the side navigation menu.
2. Click on Invite User in the top-right corner.
3. Enter the email address of the person you want to invite.
4. Select a role (see details below) to define their access to features.
5. Select a scope (see details below) to determine their access to entities.
6. Click "send invitation email" and Send invitation.

Once invited, the user will receive an email with a link to access the platform.

• On the login page, they can use one of the Single Sign-On (SSO) options or register below to create a new account.

After the invitation is accepted, the user’s status in the user management list will change to "Active." If the invitation has not been accepted, the status will remain as "Invited."

Post-invitation actions

Once a user is invited, the following actions are available:

• Resend the invitation: If the user hasn’t received the email.
• Edit the user role and scope: Update their access permissions.
• Remove the user: Revoke their access to the subscription.

Understanding roles

Roles define the level of access a user has within the platform:

• Admins: Full access to all features, product settings, entities, visit data, and competitor management.
  • Organization admin: Admins with "all" scope can access every feature in the subscription and organization configuration.
  • Entity admin: Admins with limited scope have access to all features within their assigned entities but cannot configure organization-wide settings like adding entities or managing other admins.
• Editors: Access to most features, allowing them to interact with the platform and respond to reviews, but not to configure subscription or organization settings.
• Read-only: View-only access without permission to edit or respond to reviews.

Understanding scope

Scope determines the visibility of entities a user can access. It is defined for enterprise subscriptions as follows:

• By entities: Access to specific, selected entities in your subscription.
• By access group: Access to groups of entities, such as by brand, city, or country, for easy scope assignment.
• Advanced selection: Customize entity access using rules based on attributes.
• All entities: Full access to all entities within the subscription.

For entity subscriptions:

• If there is only one entity, the scope is automatically assigned.
  
• For subscriptions with multiple entities, users can select a specific entity from a provided list.
  

Important considerations

• For enterprise owners and admins with scope "all", user management is available on the Subscription page, within the Users tab.