Managing users

View users who have access to your Experience Cloud

You can see a list of users who currently have access to your Experience Cloud from the Users page.

To access the Users page, click Users in the left panel.

You should now see a list of users with their name, email address, and status listed. Invited users that have not yet set up their password show the Invited status. Users who have set up their password show the Active status.

Owner users in your organization have the designation of Owner displayed underneath their name.

All organizations should have at least one owner. If your organization does not have one, read the instructions in Getting support for further instructions.

Invite a user

If you are an owner of your organization, you can invite new users as admin users. Admin users can perform the same tasks as an owner except for inviting other admin users to their organization. Only invite users to Experience Cloud that you trust with admin permissions.

To invite an admin user:

  1. Click on Invite admin user from the Users page.

  2. Enter a first name, last name, and email address.

  3. Click Send Invite.

The user receives an invitation email, which prompts them to set their new password and sign in to Experience Cloud. The email will advise the user that their invite will expire in five days.

If you reload the Users page, you will see the newly invited users listed with an Invited status.

Suppose a new user did not accept the invitation within the expiry period. In that case, you can re-send an invite to the user:

  1. Navigate to the Users page.

  2. Click …​ next to the user you want to disable.

  3. Select the Re-send invite option from the drop-down menu.

Nominate authorized support contacts

All customers can choose to nominate a set number of users to be "Authorized support contacts". These users can contact the Squiz customer success team through the Intercom support tool at the lower-right of the user interface (UI). Customers who have purchased premium support can nominate up to ten users, while customers on standard support can nominate two.

To nominate a user as an authorized support contact:

  1. As an Experience Cloud owner or admin, access the Users page.

  2. Locate the user you want to nominate as an authorized support contact, and click their Edit user roles (pencil) icon.

  3. In the User roles dialog box, select the Authorized support contact check box, and click Apply role.

    The user should now be an authorized support contact. The user can contact the Squiz customer support team directly through the Intercom support tool at the lower-right of the Experience Cloud UI.

Grant billing access

By default, only the owner in an organization can access the Billing feature. However, an owner may grant this access to any other users as required. Users with this access can see the Billing page, access current and past invoices, and any future billing features such as alerts and reminders.

An owner can give another user billing access as follows:

  1. Open the Users page.

  2. Locate the user you want to nominate as a Billing contact, and click their Edit user roles (pencil) icon.

  3. In the User roles dialog box, select the Billing check box, and click Apply role.

Disable a user

If you are an owner of your organization, you can disable other users.

To disable a user account:

  1. Navigate to the Users page.

  2. Click …​ next to the user you want to disable.

  3. Select the Disable user account option from the drop-down menu.

    Immediately after selecting Disable, the user can not sign in to your Experience Cloud organization or your Funnelback and Datastore SaaS products.

    The user listing reloads to indicate that the user is now disabled.

  4. If you have granted the user access to Matrix, Connect, or Workplace separately, disable their user account within those products. These products use a different user account management system within the product itself.

Re-enable users

If you are an owner of your organization, you can re-enable disabled users.

To re-enable a user:

  1. Navigate to the Users page.

  2. Click […​] next to the user you want to disable.

  3. Select the Re-enable option from the drop-down menu.

    The user listing reloads to indicate that the user is now re-enabled.

    The user will receive a new invite email inviting them back to Experience Cloud. Unlike the original invite process, they do not have to set up a new password.

The Owner role

The Owner role allows one or more users within your organization to have elevated privileges in Experience Cloud for managing users. Typically, the owner is the main business owner of the Experience Cloud within your organization.

The owner role can:

  • Invite admin users

  • Disable and re-enable admin users

  • Assign and un-assign other users the Owner role

To assign another user as an Owner:

  1. Navigate to the Users page.

  2. Click […​] next to the user you want to disable.

  3. Select the Assign owner option from the drop-down menu.

The user listing reloads to indicate that the user is now an Owner. The user can now sign in and use their owner privileges.

To remove the owner role from another user:

  1. Navigate to the Users page.

  2. Click […​] next to the user you want to disable.

  3. Select the Un-assign owner option from the drop-down menu.

  4. The user listing reloads to indicate that the user is now not an owner.

  5. The user will no longer have owner privileges.

    You can not remove the owner role from yourself.

To hand over ownership to a new user:

  1. Assign the owner role to the new owner.

  2. Get the new owner to remove the owner role from your user account.

Grant users access to products

When you invite a user to Experience Cloud, they will automatically have access to the following:

  • Any current or future Funnelback SaaS instance

  • Any current or future Datastore blueprints.

Products other than those listed above require you to invite users through the product’s user management features. Read more about the user management features through the following documentation links:

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