Getting Started with User Management

Permissions

User Management is subject to role-based access. You must have a specific role designated by your organization to create roles and assign permissions per instance.

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How to Access This Module

To access User Management:

1. Go to CxCentral.
2. On the left side of the screen, click Admin.
3. In the left menu, click Users.

The Users page displays a list of users with the columns Name (email), User ID, Login Methods (Password/SSO with a status badge), and Role. The subtitle shows the user count. Above the list, a Search Users box and a Filter by role dropdown let you narrow the list.

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Your First Task

Try it: look up a user and view their details.

1. In the Search Users box, enter the user's email, or select a role in Filter by role.
2. Click the View Details (eye) icon on the user's row.
3. The user detail page opens, showing User Details (email and login methods) and Role and Instance Access (the user's role and the instances they can access).

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What to Do Next

Now that you can find a user, here is what to do next:

• Add a new user → Adding a User
• Edit, deactivate, or change the role of an existing user → Managing Existing Users

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