After application settings have been configured, you can configure cxReveal user and group settings.
To review the cxReveal users who are currently logged in, click the Current Users link in the left navigation pane of the Portal Management page.
By default, cxReveal users inherit their permissions from their primary group. In defining permissions for cxReveal users, you should first assign them at the group level and then make adjustments for individual users.
When cxReveal is installed, two user groups are automatically created, each of which has one user:
REVEALADMIN- default cxReveal administrator accountCSR- default cxReveal user account
Initially, these two groups have the same permissions, except for the default start page and the admin group's ability to manage user accounts and groups. For each group, you should review the following settings at a minimum:
| Setting | Description |
|---|---|
Default Password Expiration |
The number of days that a password is allowed to be used before all members of the group must choose a new one. |
Password Expiration Warning Period |
The number of days before password expiration that a user begins to receive Portal warning messages to change it before it expires. |
Default Log User Out If Idle |
If set to Enable, members of this group are automatically logged out of
the Portal if their accounts are idle for a specified period of time. You can change the idle
timeout setting. |
Default Portal Navigation Menu |
If set to Disable, members of this group cannot see the top-level Portal
navigation menu and can access only Portal pages available through their defined default
page. |
Default Lock Replay Mode |
If set to Disable, members of this group cannot change their
Replay Mode. |
Default Replay Mode |
Defines the replay mode for the group. If members of this group are not provided the
CX RealiTea Viewer application, set this value to BBR, which is a web-based
replay application. |
Default Search Template |
You can select the default search template to display to members of this group from the drop-down. |
After you configured group-level settings, you can make adjustments to individual user accounts. To see the user settings, click the Users link in the left navigation pane under cxReveal User Administration.
After user and group settings have been configured, you should create a sample user for each group and test menu access, its default search template, and replay features.