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 feedback can be shared with any sub-account user. Once a feedback is shared with a sub-account user, it can access below modules:
How to add sub-accounts in CX?
How to share feedback system?
- To share feedback system Login >> Customer Experience:
- Click on Share Feedback
- Select the Email Addresses in the Pop-up and click Share. If the feedback 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 feedback survey:
- Edit Survey
- Copy Survey (Email templates will also be copied along with the survey)
- Deploy Survey
- Action/Closed loop
- Share feedback with other sub account users
Restricted features for sub-account users:
- Admin features - settings, segments, managers, products, devices
How will sub-account users access shared feedback?
- When sub-account users will login they will land on Survey tab
- Go to Customer Experience
- The shared feedback will be visible in the feedback 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.