Cloud Portal
- Michelle Cabaya (Unlicensed)
The Cloud Portal allows you to view information about your account from a web browser. As a web browser portal, this can be accessed on all device types (including Mac and Chromebook devices). Administrator users, and any users with the appropriate permissions enabled, can perform basic admin tasks such as user management.
To access the Cloud Portal go to https://cloudportal.cxtsoftware.net/ and enter your username and password for the Cloud Client.
- 1 Dashboard
- 2 User Administration
- 2.1 Users
- 2.1.1 How to Add Users
- 2.1.2 How to Edit Users
- 2.1.3 How to Delete Users
- 2.2 User Groups
- 2.2.1 How to Add User Groups
- 2.2.2 How to Edit User Groups
- 2.1 Users
- 3 Reporting
- 3.1 API Usage
- 3.2 Assisted Dispatch Usage
- 3.3 Online User Report
- 3.4 SMS Usage
- 3.5 User Login Report
Dashboard
The Dashboard displays basic information about your account. Tap on the metrics to view the details.
User Administration
Users
Within the Cloud Portal, administrative users can add user accounts, edit user accounts, change/reset passwords, or disable/reenable user accounts.
How to Add Users
Accounts created and/or deleted during the month will be billed for the full month.
User must be a “Master Administrator” or in a user group with the “Create Users” permission.
Go to Users > Users.
Click the + button in the top right.
Complete the form and save changes to add the new user. Once a user account is created, it can take up to 20 minutes before the account becomes fully activated and available for use.
Quick Tip: Users will be asked to enter their First Name, Last Name, Email, and Telephone when they first log into the Cloud Client. See Cloud Client - Login.
How to Edit Users
User must be a “Master Administrator” or in a user group with the “Edit Users” permission.
Go to Users > Users.
Click on the user you would like to edit or click the action menu at the end of the row and select Edit.
How to Delete Users
Deleting a user account cannot be undone; the account will no longer appear in the Users section
Go to Users > Users.
Check the checkbox of the user(s) you would like to delete.
Click the delete button in the top right.
User Groups
The User Groups section allows you to manage user groups that control user permissions in the Cloud Client and Cloud Portal. You can change which information a user group has access to within the Cloud Client. For example, you can allow a user group to change their name and address, but not be allowed to change their phone number or password.
How to Add User Groups
Go to Users > User Groups.
Click the + button in the top right.
How to Edit User Groups
Go to Users > User Groups.
Click on the user group you would like to edit or click the action menu at the end of the row and select Edit.
Reporting
The reporting section displays reports with some that can be exported.
API Usage
The API Usage report displays the estimated cost and number of credits used for the current month as well as a breakdown of the user usage.
Assisted Dispatch Usage
The Assisted Dispatch Usage report displays the estimated cost and the number of drivers that were considered when using assisted dispatching for the current month as well as a daily breakdown.
Online User Report
The Online User Report displays a list of users that are either online (signed in to the Cloud Client and connected to a session) or signed in the Cloud Client (not connected to a session).
SMS Usage
The SMS Usage report shows the estimated cost and total credits used for the current month as well as the details of the number, date, and number of text messages were sent.
User Login Report
The User Login Report displays all of the users, when the user last logged in and whether or not the user is currently online, signed in, or offline (see Online Status above).