Creating Staff Roles

Optimizing Roles usage in Eber XM By customizing roles for each set of staff or departments, you can control who has access or can view certain experiences (features) in XM. For example, you might not want your marketing team to be able to view your billing information. Using Roles, you can enable messaging experience but lock the billing experience. Creating a new Role

Step 1: Log in to XM, click on the business logo located on the bottom left corner of the page. A pop-up window will appear. You'll then select Roles.

Step 2: Click [+ Create], enter the new role name, and select the access from the drop-down filter.

Step 3: You can also decide to grant Full Access (editable), Read-Only or Blocked (limiting certain experiences) access.

Step 4: Click Add once you've made the selection and Save to create the new role.

Step 5: To add more roles, just repeat steps 1 - 4.

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