Adding Users

The screenshot below shows the user management panel in the YourCX platform.

To add or manage users, navigate to the “User List” under the “Users” menu.

 

Creating a User Account

Select the account type and optionally assign a role, name, and email address for the new user (in the format xyz@domain.com). You can choose to set a password manually — if this option is left unchecked, the new user will be prompted to set their own. You may also select the account language and immediately grant system access. Additionally, you can assign individual permissions to specific sections of the platform right away.