User Management in CxReports Workspaces

This section is crafted for administrators responsible for onboarding new users into the CxReports environment. It outlines the process for adding registered users to workspaces and managing their access levels.

Adding Users to a Workspace

Administrators can add a registered user to a workspace by following these steps:

1. Navigate to Workspace Configuration > Workspace Users.
2. Click on Add user to workspace.
3. From the dialog, select a user from the drop-down list.
4. Assign a role that defines the user's permissions within the workspace.
5. Confirm the addition by clicking Save.

Managing User Roles

User roles, which define the permissible actions within the workspace, can be adjusted as follows:

• Access Workspace Users.
• Beside the user's role, click the edit icon.
• In the pop-up, select a new role from the options provided.
• Save the changes to update the user's role.

For more information on roles and permissions, see Managing Workspace Roles in CxReports.

Best Practices for User Management

• Conduct regular reviews of user roles to ensure they align with current duties.
• Adhere to the principle of least privilege when assigning roles.
• Implement clear processes for user onboarding and offboarding.

By following these guidelines, administrators can maintain a secure, organized workspace in CxReports, ensuring users have the necessary access for their roles.