To create a new user, log in to your CXcherry platform as the Super Admin. Click on the gear icon in the header and select Manage Users item. On the Manage Users page, hover over the first plus button from left at the top, then press the Add User button.   


In the slide-out panel, fill out the information in General Information page. The sequence of fields on this page can be managed by Manage Additional Fields page (create a hyperlink on Manage Additional Fields to navigate to Manage Additional Fields page). The mandatory fields are marked with an asterisk*. A few details about fields on this page: 


  • Username: It should be unique and easily identifiable for both you and your users. 
  • Level: Select the level from the drop down. Please refer to this link (create a hyperlink to navigate to table showing permission for these user levels) for further information on user levels. 
  • Email: Email is not a mandatory, however it is recommended to add email address of a user so that platform can send notification (such as Reset Password) via email. Email (if added) is unique across users on your CXcherry platform. 
  • First Name: First name of the user. 
  • Last Name: Last name of the user. 
  • Password: Password of the user. Please refer to this link (create a hyperlink to navigate to Password Policy section on System Setup page) for further information on password policy. 
  • Role: Role is not mandatory, however it is recommended to add role (create a hyperlink on add role to navigate to Creating a Role page) of a user so that you can setup groups (create a hyperlink on setup groups to navigate to Manage Groups page)  or catalog visibility rule (create a hyperlink on catalog visibility rule to navigate to Manage Courses page) for a course.   
  • Language: Select the preferred language of the user from the drop down. The user will be able to change his/her preferred language from their profile section. (create a hyperlink on profile section to navigate to My Details page for User) 
  • Any necessary addition fields. (create a hyperlink on additional fields to navigate to Manage Additional Fields page) 

 

Press NEXT button to continue to page two of the slide-out panel, where you can assign the user to branches in the organizational chart (create a hyperlink on users to branches in the organizational chart to navigate to Creating an Organization page). If you do not select a branch, the user is assigned to the root branch in the platform. 



During the creation process, if you want the platform to send email notification to users so that they can choose their own password by using set password link in the email notification, make sure you ‘Enable’ Notification to User for account creation by Super Admin notification (create a hyperlink on notification to navigate to Manage Notifications page). Users can login to the platform by using the default password specified by Super Admin during the creation process. This is useful in cases where either user does not have an email address, or you have disabled Notification to User for account creation by Super Admin notification.   


Press SAVE button to finish the user creation process. In case you want to resend the Notification to User for account creation by Super Admin notification to a user, you can do it by clicking message icon under the Action column.  


You can edit or delete a user account. This can be done by clicking Edit and Delete icons under the Action column. You can also change the status of a user account using Status column. Your CXcherry platform has the following statuses for users: 

  • Enabled: These are the users who can log in to the platform by entering correct username and password. 
  • Disabled: These are the users that no longer have access to the platform. If they try to access the platform by entering correct username and password, they will receive an error message on the login page and will need to contact the administrator to activate their account. 

 

You can temporarily login as another user in your platform to perform actions on his or her behalf to help with troubleshooting in his or her learning platform. When impersonating a user, you will have access to exactly what the user can access in the platform and you will be able to operate in the platform as if you logged in as that user. This can be done by clicking the icon under the Proxy Login column. 


You can assign courses to a user by clicking the icon under the Courses column. You will be redirected to the courses listing page of the user. On the courses listing page, press the plus button at the top. You can select courses from the list. Press ASSIGN button to assign courses to the user.  You can unassign courses from a user. This can be done by selecting the courses which you want to unassign on the courses listing page of the user. Press UNASSIGN button to unassign courses from the user.