What Order do I follow?
When first setting up your CXM platform it is recommended that the following order is followed. The majority of the work is in planning out how you will split your staff into groups if you are likely to want to segregate what type of cases different groups of staff can see.
| Step | Action | Why |
|---|---|---|
| 1 | Create Your User Types | As roles are linked to a type of user (typically Staff, Third Party and Customer will be all you need) |
| 2 | Create your User Roles | As roles are required by Users |
| 3 | Create your User Groups | As groups are required by Users |
| 4 | Create your Users | As users need to be allocated to a type, group and role. A user can only be in one type, group and role. |
| 5 | Enable Registration | To allow customers to create their own CXM accounts |