Your CXcherry platform allows you to set up job roles that can be assigned to users. The role is not mandatory, however, it is recommended to add role to users if you want to set up Groups or Catalog Visibility rules for a course based on job roles.
To create a new role, 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 second plus button from left at the top, then press the Manage Roles button. You will be redirected to Manage Roles page. On the Manage Roles page, press the second plus button from left at the top.
In the slide-out panel, fill out the information on the page. The mandatory fields are marked with an asterisk*. A few details about fields on this page:
- Language: Select the language from the drop down in which the new role is being added.
- Name: Name of the role.
- Description: Description of the role.
Press SAVE button to add a role to your CXcherry platform. You can edit or delete a role. This can be done by clicking Edit and Delete icons under the Action column. You can delete a role only if no users are assigned to it. You can see the users assigned to a role by clicking User icon under the Action column.
When creating or updating a role, you can create the role in multiple languages using the language drop down. Please note that when you are creating or editing roles in the platform, it is mandatory to add in platforms default language (English US). If you do not add roles in one of the additional languages, that role will appear in the default language instead of appearing blank.