The configuration tasks required when starting to use RightNow CX are:
- Create Navigation Set
- Create Workspace (optional)
- Create Profile (associate Navigation Set and Workspace with the Profile)
- Create Staff Account (associate Profile with the Staff Account)
Every staff member who accesses or works in RightNow CX requires a staff account.
Staff accounts are organized in folders according to job duties or other criteria, though you can also define secondary groupings by manager.
When creating staff accounts, you specify information including, the account login, phone number, and assigned profile.
Profiles are created before creating staff accounts to define what products and information staff members can work with when logged in to RightNow CX.