User administration

A user can belong to one role and one group, the role defines what the user can do whilst the group defines which case types the user can see.

There are 3 types of user:

• Staff
• Customer
• Third Party

Inviting new users

Sending an invite is the recommended method for adding new users to your CXM account as this allows the user to set their own password when activating their account.

The invite form can be accessed by navigating to Settings > User Administration, then select Invite user from the actions menu.