- Custom Variable Widget
- Priority Matrix
- Heatmap Widget
- Grid Widget
- Weighted mean widget
- Comment List widget
- Widget Filters
- Ranking List Widget
- Distribution Chart
- NPS Widget
- Trend Widget
- Word Cloud Widget
- Cross tab widget
- KPI Comparison Widget
- Bubble chart
- Custom Metric Trend Chart
- Trend Comparison Widget
CX Sub-Accounts and Permissions
Being a CX customer, you can have one or more sub-accounts. The admin will have to create the sub-accounts from the application and then the CX Workspace can be shared with any sub-account user. Once Workspace is shared with a sub-account user, it can access below modules:
- Survey
- Deploy
- Analytics
- Action
How to add sub-accounts in CX?
- To add Sub-Accounts go to:
- Login » Surveys » My Account (Top Right Corner)
- Click on Organization
- Click on Add User under Users
- Add a new User: Fill the below fields:
- Email Address
- Password
- Password (Confirm)
- Security/Sharing Options: Select from the below two options:Separate Account - No Sharing/Shared Account
This option will not affect the accessibility of CX modules
How to share a Workspace?
- To share Workspace login to the Customer Experience Management platform.
- Click on Access.
- Select the email addresses in the pop-up and click Share. If the Workspace is already shared with any sub-account user, it will be shown as selected.
- Click on Save.
What access rights do the sub-account users have?
The sub-account will have below access on a shared Workspace survey:
- Edit Survey
- Copy Survey (Email templates will also be copied along with the survey)
- Deploy Survey
- Analytics
- Action/Closed loop
- Share Workspace with other sub account users
- Admin features - settings, segments, managers, products, devices
How will sub-account users access shared Workspace?
- When sub-account users will login they will land on Survey tab
- Go to Customer Experience
- The shared Workspace will be visible in the Workspace list.
I only have a single user account - does this apply to me?
No. This is only for Global Multi-User Accounts.
What license is required for sub-accounts and pricing for the same?
The CX sub-account works with the CX Annual primary account holders. If the primary account is CX Annual, you need CX sub-account annual.Contact Sales Team for CX Sub-account pricing.
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