User Details

This area contains the basic CXM User account information. These fields control how the user will log into CXM. For that reason, the Required* fields here must be completed to add a User.

If a User Template is to be used, select the Template from the list and click Copy From Template to load the predefined options.

Name*: The name used by the User to log into the CXM system. (Note: If LDAP Authentication is enabled, the Name must match the person’s Windows Active Directory Username.)

Password*: The User’s password to gain secured entry to the CXM system. (Note: If LDAP Authentication is enabled, the Password entered here will be used as a backup login method if LDAP Authentication ever disabled.)

Email*: The User’s email address.

Profile Picture: Click the Browse button to upload a picture for easy identification of the User.

Supervisor: This option identifies the user as a Supervisor and allows them to be assigned as the Supervisor for an Agent.

System Admin: This option gives the selected user access to all options, rights, and features in the CXM System. This includes some abilities that cannot be granted to a user any other way. (Note: Only a System Admin user can assign the System Admin role to another user or edit most options on the System pages.)

Locked Out: Enabling this option locks the User account and prevents any login attempt until unlocked. (Notes: When a user has too many failed login attempts, the Locked Out option is enabled automatically. However, a locked user is unlocked automatically, if the user follows the Forgot Password steps on the Login page.)