Getting Started with Access Management

Navigate to Access Management

1. Open CxPortal.
2. Click the Admin gear on the bottom left side of the screen.
3. Click Access management on the left panel to expand the Roles, Users, and Change Requests options.

Note: If certain actions are not visible in the UI, your role may not include those permissions.

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Your First Task

Try it. Create your first role:

1. Expand Access management, and then click Roles.
2. On the Roles page, click Add New Role.
3. Enter a Role Name and Description.
4. Click Create Role.

For the complete workflow, see Create and Manage Roles

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What to Do Next

Now that you've created a role, here's what to do next:

• View instance permissions and restrict access → ​Review Instance Permissions and Restrict Access ​
• Manage user email addresses and roles → Manage Users
• Configure change request rules → Configure Change Requests
• Review best practices → Access Management Best Practices​