CXF User Guide

Users

On the Users page, you can efficiently manage user accounts and permissions within your company. This user guide will walk you through the essential features and functions available on this page.

NOTE: The available features and actions within the Users page are strictly determined by your roles' permissions. This means that you will only have visibility and access to the following actions that are specifically authorized based on your assigned roles:

• Access to users page

• Invite users

• Assign role

• Edit users

• Remove users

• Restore users

• Suspend users

• Unsuspend users

Viewing User's Status

The Users page provides visibility into user statuses.

  1. Find the user you want to check the status for, you may use the search bar or filter by status.

  2. Look for a status indicator next to the user's name or profile.

  3. Common status indicators include "Active," "Inactive," or "Offline," which show whether a user is currently engaged, inactive, or disconnected, respectively.

Inviting Users and Assigning Roles

You can easily invite people to your company account and assign them roles and permissions based on their responsibilities.

  1. Click on the "Invite Users" button.

  2. Enter the user's email address in the provided field and press the enter key to add more email addresses.

  3. Select the desired role for each user (e.g., Administrator, User, or a custom role).

  4. Optionally, add a message to the invitation.

  5. Click "Send Invite" to send the invitation email to the user.

After sending an invite, the user will appear in the list with an "INVITED" status. This status will change to "ACTIVE" once the user sets their password and logs in successfully.

Reinvite Users

If an invited user has not set their password and logged in successfully, you can resend the invitation.

  1. Locate the user with the "INVITED" status in the list.

  2. Click the ellipsis menu associated with that user to see the "Reinvite" option.

Edit User's Profile Information

You can easily edit user profiles to keep information up-to-date, ensuring accurate records for each individual.

  1. Locate the user whose profile information you wish to edit from the list of users.

  2. Click the ellipsis menu associated with that user to see the "Edit" option.

  3. Update the necessary fields, such as name, contact information, role, or any other relevant details.

  4. Save the changes by clicking the "Save Changes" button.

Remove Users

You can remove users from the system, revoking their access and ensuring security.

  1. Locate the user you want to remove from the list.

  2. Click the ellipsis menu associated with that user to see the "Remove" option.

  3. Confirm the removal by following any on-screen prompts or confirmation dialogs.

Suspend Users

To temporarily revoke a user's access while maintaining their information in the system, you can suspend them.

  1. Locate the user you wish to suspend from the list.

  2. Click the ellipsis menu associated with that user to see the "Suspend" option.

  3. Confirm the suspension by following any on-screen prompts or confirmation dialogs. The user's access will be temporarily revoked, ensuring security without permanent removal.

Unsuspend Users

To restore access for a suspended user, you can unsuspend them.

  1. Locate the suspended user from the list.

  2. Click the ellipsis menu associated with that user to see the "Unsuspend" option.

  3. Confirm the unsuspension by following any on-screen prompts or confirmation dialogs. The user's access will be restored, allowing them to resume their activities within the system.

Transferring Account Ownership

If necessary, only the owner has the ability to transfer account ownership to another user, facilitating smooth transitions and administrative changes. Follow these steps to transfer ownership:

  1. Identify the user who will become the new owner of the account.

  2. Click the ellipsis menu associated with that user to see the "Transfer Ownership" option.

  3. Confirm the transfer and any additional steps or prompts required to complete the process.

Remember, managing user accounts and permissions is crucial for maintaining security and ensuring smooth operations within your company.

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