CX Sub-Accounts and Permissions

• Survey
• Deploy
• Analytics
• Action

• 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

• 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.

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

• 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.

No. This is only for Global Multi-User Accounts.

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.