Manage Accounts
The Admin or a Manager in CuVo has the ability to manage accounts. This management ability ranges from “adding”, “viewing”, “editing”, “deleting”, and “cloning” of accounts. You can customize the knowledge base settings, chatbot settings, CuVo application for your product, Google Store, Zendesk, Jira, and Email for the product.
A Member only has access to feedback, bugs, feature requests, and dashboard. They do not have rights to add, view, edit, or delete accounts.
In this documentation, you will find comprehensive instructions and steps to manage the accounts through various sections.
Let’s get started 🚀
View all Accounts
The demonstration below illustrates the steps to view the account details including account name, version, modified on, account dashboard, and more.
Step1: Sign in to the CuVo account and go to Manage Accounts. Here, you will find the details of the account.
Step2: Accounts list page is displayed reflecting all accounts.
Step3:This column represents the account(s) name along with version.
Step4:
Step5:
Step6:
Step7:
Add a New Account
The demonstration below illustrates the steps to add a new account.
Sign in to the CuVo account and go to Manage Accounts. Click on the + ADD NEW ACCOUNT button.
Step1:
Step2:
Step3:
Step4:
Step5
Step6:
Step7:
Step8:
Step9:
Edit Account
The demonstration below illustrates the steps to edit the following information about the account including:
- Account Name
- Description
- Logo
Sign in to the CuVo account and go to Manage Accounts. Click on the Edit icon and make desired changes. Click on the SAVE button to save your changes.
Step1:
Step2:
Step3:
Step4:
Step5:
Clone Account
The Manager or Admin can copy the account with similar attributes to create a new product or a new version of the same product. This allows you to save time in creating a similar product as well as gives you the flexibility to create a test product for various purposes.
Clone as new Product
The demonstration below illustrates the steps to copy the account as a new product.
Sign in to the CuVo account and go to Manage Accounts → Clone dropdown icon → Clone as new product.
Step1:
Step2:
Step3:
Step4:
Step5:
Step6:
Step7:
Clone as new Version
The demonstration below illustrates the steps to copy the account as a new product.
Sign in to the CuVo account and go to Manage Accounts → Clone dropdown icon → Clone as new version.
Step1:
Step2:
Step3:
Step4:
Step5:
Step6:
Step7:
Delete Account
The demonstration below illustrates the steps to permanently remove the account from the organization.
Sign in to the CuVo account and go to Manage Accounts. Click on the Trash icon and type delete to confirm. Click on the DELETE button to permanently delete the account.
Step1:
Step2:
Step3:
Step4:
Step5:
Viewing Account Dashboards
The Cuvo portal allows you to view the dashboard of a specific account or its version that you have added.
- Click Manage Accounts on the Left Navigation Menu.
The Accounts page is displayed.
2. Click the ⌨ icon in the row of the account/version you wish to view the dashboard.
The dashboard for the selected account/version is displayed.
For more information, refer to the Dashboard section.