Users

Subject to their roles and associated permissions, users may access features in the portal.

Users and agents both share a single user ID, an agent is also a user from CXP's perspective, however, the agent entity is not expected to have Portal access. Additionally, Agents will not be shown in the Portal's Users menu.

Create a User

To create a user, navigate to the Portal > General > Users. A listing of current users appears in a blade.

Click the Create button to get started. A second blade opens to the right of the User's blade.

Enter data in the following fields:

  • Name. This is the user's real name.
  • Email address. An invitation will be sent to this email address. The user will use this email address to log into the Portal.
  • Phone number. This field is optional, however, it may be helpful to have the phone number filled in, to be able to call that person without having to browse an additional internal active directory.
  • Role. Select the role this user should have. You may create a new role or edit an existing role before assigning it to the user.
  • Click the Save button.

An invitation is now sent to the email address of the user. Click the link in order to validate the account. After validating the account the user will be redirected automatically to the Portal.

Elevate user to agent

You may elevate a portal user to an agent. Follow these steps:

  • Navigate to the Portal > General > Users.
  • Find teh user you wish to elevate. You may search by name or email address.
  • Click the Change to Agent button and confirm the action. This action is not reversible, an agent cannot be downgraded to a user, however you may delete the agent and recreate it as a user.
  • User is changed to an Agent, you may set the Agent specific details and click Save.

Power BI access

By default all users are forbidden to access the Buzzeasy odata stream. You may grant access to particular users by enabling the Power Bi access for their profile. This change takes up to 10 minutes to be effective and may require a Power BI restart.

Users belonging to multiple tenants can decide which tenant they wish to get BI data from by disabling the Power BI access on all tenants except the single tenant they wish to retrieve BI data from.