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This chapter explains the various types of the CMX Engage users. It also describes how to manage the CMX Engage and CUWN accounts.
The CMX Engage provides its users different rights and privileges based on the role they perform.
The Account Admin user can add other users for the CMX Engage, and grant the users the required admin rights. The users can be created for a particular location. The CMX Engage enables you to define the following types of users:
To add a CMX Engage user, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Team .
Step 3 In the Invite Users window, enter the following details:
a. In the Email Address field, enter the e-mail address of the user to add.
b. From the Privileges drop-down list, choose the access type to provide to this user.
Based on your selection, an additional field appears. The field is not displayed for Account Admin, and Portal designer.
Note The Invite User button is available only for the Account Admin users.
Note The AcessCode Manager option appears only if any experience zone exists for your CMX Engage account.
The CMX Engage enables you to change the privileges of an existing CMX Engage user. For example, an account admin user can promote a portal user to an admin user.
To change the user privileges of a CMX Engage user, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Team .
The Team page appears with the list of the CMX Engage users.
Step 2 Click the user for whom you want to change the user privileges.
The Update User window appears.
Step 3 From the Access drop-down list, choose the type of access that you want to provide to the user.
Step 4 If you choose “Admin”, “AccessCode Manager”, or “Read Only Access”, from the Choose Location drop-down list that appears, select the locations for which you want to provide access to the user, and click Done .
Note An e-mail is sent to the user indicating the change in the user privileges.
Note The AcessCode Manager option appears only if any experience zone exists for your CMX Engage account.
If a user no more needs access to the CMX Engage, we recommend that such users to be deleted from the CMX Engage user list.
To delete an existing CMX Engage user, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Team .
The Team page appears with the list of the CMX Engage users.
Step 2 Select the check box adjacent to the user that you want to delete.
The Delete User button appears.
The CMX Engage provides a search feature using which you can search for the CMX Engage users.
To search for an existing CMX Engage user, perform the following steps:
Step 1 In the CMX Engage dashboard, choose Team .
The Team page appears with the list of the CMX Engage users.
Step 2 In the Search field, enter the e-mail ID of the user whom you want to search.
The CMX Engage users list gets shortened with the name that matches the one specified in the Search field.
This section describes how to manage the CMX Engage Accounts.
We recommend you to change the CMX Engage password at frequent intervals to ensure more security for your application.
To change the password of your CMX Engage account, perform the following steps:
Step 1 In the CMX Engage dashboard, click the User Account icon that appears in the left pane.
Step 2 Click Change Password .
Step 3 In the window that appears, do the following:
a. In the Current Password text field, enter the current password for your CMX Engage account.
b. In the New Password field, enter the new password that you want for your CMX Engage account.
c. In the Confirm Password field, reenter the new password for confirmation.
Note The strength required for the password is 8. Increase the security of your password by adding special characters and numbers in the password.