LogoLogo
Product TourResourcesLog InBook a Demo
  • Welcome to Crobox
  • GETTING STARTED
    • First Steps
      • Crobox Snippet Implementation
        • Manual Snippet Implementation
        • GTM Snippet Implementation
      • Event Tracking Implementation
        • Pushing Events to Crobox
        • Content Security Policy Header
      • Cookie Wall Settings
    • Launch Your First Product Advisor
      • Choosing the Right Product Category
  • How to guides
    • Product Finders
      • Setup your Advisor
      • Manage the Question Flow
      • Finder Editor
        • Page Settings
        • Question Editor
        • Answer Editor
      • Translations
      • Create Activations
      • Activations: Best Practices
      • Product Quality Assurance
      • A/B Testing
      • Publishing & Versions
    • Campaigns
      • Create a Campaign
      • Testing
      • Campaign Performance
      • Adding a Campaign Category
      • What are the differences between Campaign Types?
    • Product Data
      • Setting up a Product Feed
      • Manage and Transform Product Properties
      • Product Data Enrichment
      • How to Create and Edit Product Tags
      • Adding a Property Category
    • Analytics Dashboard
      • Data Confidence
    • FAQ
      • Performance & Security
      • Data & GDPR
      • How do I track the performance of my campaigns?
      • How do I create segments?
      • What are Smart Filters?
      • What's the difference between CTR impact and relative impact?
      • What's the difference between A/B testing, multivariate testing, and AI?
  • TECHNICAL DOCUMENTATION
    • Setting Custom Visitor Properties with Pageview API
    • Product Advisor Event Tracking Integration
    • Pre-selecting Advisor Questions
    • Custom Themes and CSS
  • Security & Compliance
    • Security Managment
    • Data Security
    • Legal
      • Cookie Policy
      • Developer Mode
      • General Terms and Conditions
  • ADMINISTRATION
    • User Management
    • Accounts and Billing
    • Troubleshooting and Support
Powered by GitBook
LogoLogo

Crobox

  • Product Tour
  • Crobox vs. The Competition

About

  • About Crobox
  • Partners
  • Careers
  • Ambassador Program

Resources

  • Trust Center
  • Blog
  • Resources
  • Privacy Policy
On this page
  • New to Crobox
  • User Permissions
  • Invite Users to your Account
  • Two-Factor Authentication
  • How to Reset Your Password

Was this helpful?

  1. ADMINISTRATION

User Management

PreviousGeneral Terms and ConditionsNextAccounts and Billing

Last updated 1 day ago

Was this helpful?

New to Crobox

Welcome! You will have received an invitation to create your account in your inbox. Follow the prompts to create your account in the (accessible via your browser).

User Permissions

There are four user states available for regular users, each with different access points and options available to suit the needs of your teams and roles. Below you can note the key differences between each status:

Viewer
Editor
Publisher
Admin

Limited access, allowing users to only view revealed areas of the app without making any changes.

Access to modify settings within experiences.

Editors do not have permissions to publish experiences and updates.

Complete access to create and manage experiences, including publishing.

Publishers do not have permissions in user management.

Complete access to all menus, settings, publishing and account settings.

Admins have permissions to add new users or team members to join their account.

User permissions are set when your invitation is sent. An admin on your team can update these permissions, or you can contact your Account Manager for any necessary changes.

Invite Users to your Account

For admin users only, you can invite new members to join your team via the My Organization menu.

  1. Navigate to the left side navigation menu and select your account at the bottom of the menu, then click on 'My Organization'.

  2. Locate the second tab named 'Users', and select the 'Invite User' button at the bottom of the page.

  3. Choose the account permission for the new user and add their email address. To send the invitation to their inbox, select share on the right of the field.

Admin users additionally have the ability to adjust the account permissions for other members of their team. To do this, select the three dot menu of the user and click edit. Permissions can be changed for the team member here.

Two-Factor Authentication

To enable Two-Factor Authentication:

  1. Navigate to the left side navigation menu and select your account at the bottom of the menu, then click on 'My Profile'.

  2. Activate the Enable Two-Factor Authentication toggle, and follow the prompts.

How to Reset Your Password

You can change your password at any time for security reasons or reset it if you forget it.

Change password via your profile

  1. Navigate to the left side navigation menu and select your account at the bottom of the menu, then click on 'My Profile'.

  2. Under Login Details, click the edit icon within your password field to update it.

  3. Enter your old password and new password, then select save to confirm the changes.

Reset your password if forgotten

  1. When you arrive at the next screen, select Forgot password? and enter your email address to receive the reset link in your inbox.

  2. Click the link in the received email.

  3. Create a new password and follow the prompts.

To reset your password, navigate to the and enter your email then select continue.

Crobox App
Crobox login page