Add or remove a role for an existing user

You can add a new role or delete a role for an existing user on the Administration page of the Customer Engagement Console (CEC).

Note

You must have the Admin or TechAdmin role to add a new user or change user roles.

Add a role for a user account

To add a role for a user account:

  1. In the CEC, on the menu bar, click Administration.

  2. Click Manage Users.

  3. To search for a specific user, type their name or email address in the search bar.

  4. In the table, click the row with the user ID.

  5. Click Add Role.

  6. In the dialog box, select the user role you want to assign to the user. Repeat this for additional roles if required.

  7. Click Save.

Remove a role from a user account

To remove a role from a user account:

  1. In the CEC, on the menu bar, click Administration.

  2. Click Manage Users.

  3. To search for a specific user, type their name or email address in the search bar.

  4. In the table, click the row with the user ID.

  5. On the role that you want to remove, click Remove ().

  6. Click Save.

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