Access and Credentials

The Syntax Console is a web portal, available at the following URL address: https://cxlink.syntax.global.

To access the private content, the user will need a customer account to sign in into the portal. An account is linked to the user’s email address, therefore there cannot be more than one account per email address.

This section contains all the information regarding access and credentials management through the Syntax Console portal.

Topics

• Sign Up
• Sign In
• Sign Out
• Change your Password
• Password Recovery
• Access role permissions
  • Organization members and invitations
  • Organization management
  • Service operation
  • Licensing permissions
  • Contact Center permissions
  • Backups permissions

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Sign Up

This section will guide you through the process of creating a new account in the Portal. Follow this steps to create your account:

1. To create a new account, click on the “Sign In" button in the top-right corner of the page to access the authentication dialog, or go to the authentication page.

2. Click on the "Sign up" link located at the end of the sign-in form to open the registration form.

3. Fill in the registration form

   • Email: the user’s email address. Must be unique, only one account per email address is allowed. This will be the username used to access the portal, and must be a valid email address. The registration confirmation link will be sent to this email, so the user needs to be able to access this email inbox. Mandatory.
   • Name: the user’s first name. Mandatory.
   • Surname: the user’s last name. Mandatory.
   • I agree to receive communications: for marketing purposes. If checked, the above registration data will be added to our CRM database. Optional.
   • I agree the data protection policy: for GDPR purposes. If checked, the user agrees to their data being managed by Syntax. Mandatory.

4. When all fields are completed, click on the "Sign up" button to submit the form.

5. An email message will have been sent to the given email address. The email will include a temporary password and a link to the Syntax Console authentication page. Either click on the “Please, change your password” link on this email message or go to the "Sign In" section from the previous registration form.

6. Sign In with the registered email address and temporary password.

7. Once your account is verified, you will be prompted to change your temporary password to a new one of your choice that meets our password policy requirements.

   Password Policy

   Your new password needs to be at least 8 characters long, with at least a digit, a lowercase letter, an uppercase letter and a special character on it, and cannot contain any white spaces.

8. Fill in and submit the New Password form in order to reset the password.

9. From now on, this password will be the one that you must use in future accesses to the platform.

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Sign In

To sign in to the platform:

• Click on the “Sign in” button in the upper right corner of the page to access the authentication dialog, or go to the authentication page.

• Fill in the form with the email address you used when you registered your account. The password is the one the user chose at the end of your registration process. Finally, click on the “Sign in” button.

Password Recovery

Your password can be recovered or reset by clicking on the “Forgot password?” link.
More information in the corresponding section below.

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Sign Out

To end your current session, sign out through the user context menu by clicking on your username located in the upper right corner of the page, in the top navigation bar.

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Change your Password

A user can change their account password at any time once logged in, without the need to go through the Forgot Password flow.

Follow these steps to change your user's password:

1. Go to Account Settings.

   To do so, click on the username in the upper right corner of the screen, and select "Account Settings" on the user contextual menu that appears.

2. Under Security section, click on the "Change password" button to show the Change Password form in order to initiate the password change flow.

   

3. A new password form will appear, requesting the Change password and showing the requirements of your new password.

   Password Policy

   Your new password needs to be at least 8 characters long, with at least a digit, a lowercase letter, an uppercase letter and a special character on it, and cannot contain any white spaces.

4. A notification banner will appear in the upper right corner of the page when the password is successfully changed.

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Password Recovery

A forgotten password can never really be recovered, as passwords are stored encrypted and cannot be decrypted. If a user forgets their password, a new one must be set instead.

Follow these steps to recover your password:

1. Click on the "Sign in" button in the top-right corner of the page to access the authentication dialog, or go to the authentication page.

2. Click on the "Forgot password?" link in order to initiate your password recovery process.

3. Enter the email address of the account that you want to recover the password for and hit the "Request recovery" button.

4. An email message will be sent to the given email address (if it is registered in the database) with a verification code. Note down or copy the verification code, you will need it to validate your password change.

5. Type your new password in both fields.

   Password Policy

   Your new password needs to be at least 8 characters long, with at least a digit, a lowercase letter, an uppercase letter and a special character on it, and cannot contain any white spaces.

6. Insert the verification code previously received in the bottom field of the form and hit "Change Password".

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Access role permissions

Below, you can find a reference table which compares the permissions granted by the different CxLink access roles available.

Organization members and invitations

Feature	viewer	operator	owner
Invite members to an organization			✅
Cancel an organization invitation			✅
List organization invitations			✅
Respond to an access request			✅
List organization members			✅

Organization management

Feature	viewer	operator	owner
Create child organizations			✅
Edit organization information		✅	✅

Service operation

Feature	viewer	operator	owner
Download packages		✅	✅
Download other resources		✅	✅
Open and manage issues	✅	✅	✅

Licensing permissions

Feature	viewer	operator	owner
Export licensing summary		✅	✅
List contracts	✅	✅	✅
Edit contract notifications			✅
List licenses	✅	✅	✅
List hosts	✅	✅	✅
Register a new host		✅	✅
Unregister an existing host		✅	✅
Recover a host registration file		✅	✅
Share licenses with child organizations			✅
Start a trial contract			✅

Contact Center permissions

Feature	viewer	operator	owner
Activate an instance		✅	✅
Deactivate an instance		✅	✅
View instance integration	✅	✅	✅
Edit instance integration		✅	✅
List instance endpoints	✅	✅	✅
Create instance endpoints		✅	✅
Edit instance endpoints		✅	✅
Delete instance endpoints		✅	✅
List instance workmodes	✅	✅	✅
Create instance workmodes		✅	✅
Edit instance workmodes		✅	✅
Delete instance workmodes		✅	✅

Backups permissions

Feature	viewer	operator	owner
List backups	✅	✅	✅
Export backups		✅	✅