This article describes how to create apps in the dashboard and set up your account.
1.1. Create apps to separate your environments
We recommend creating different apps within UXCam Dashboards to separate your staging and production environments. Defining and separating environments at the beginning will help you keep your data clean and reliable.
You can create apps for each environment (development, QA, production, etc.) and use the generated key to complete the implementation.
To create a new application in the Dashboard you must log in and click on App name > Create new app > Name your app > Obtain app key
When creating the new app you will get an app key that you can use at the time of integration. Consult with your technical team to integrate the environments separately.
✏ Note: make sure to use clear names.
1.2. Invite your team
Invite other team members to collaborate with you in UXCam Dashboard. When inviting other teammates, you can grant them organization-level permission (which allows them to manage the UXCam account fully) or app-level permission (which grants them access only to specific apps selected by you).
For each of these permission levels, you have different roles:
Organization-level permission roles
Owner: there's only one owner per organization. This role has access to all the features and apps available in UXCam. To edit the subscription and payment method, and is the only one with permission to delete the organization. Only the owner can transfer ownership to another member.
Managers: Full access to all the features and apps integrated. Access to some organization settings: view the subscription and payment details, edit and delete team members, configure SSO, create, edit and delete all the apps. Permission to delete apps, delete users, and delete sessions.
Managers: Full access to the app(s) they manage including app settings, invite or delete team members from those apps. Full access to all the features. Access to delete the app(s) they manage.
Member: Full access to all the features and data for the selected apps. e.g. can create or edit funnels and dashboards.
Viewer: Viewer access to all the features and data for the selected apps.
To add a member to the organization, you need to click on your name > Team > Invite teammate
Then just enter the email, select the access level and send the invite.
Please note that if you select the application access level, you will need to assign permissions based on the apps you already created in UXCam.
Recommendation: Use application-level access only when your application has multiple apps and users need permissions to different applications.
You can configure MFA at the user level in the Dashboard. Just go to the Dashboard > click on your name > My profile > Enable multi-factor authentication
Connect your Authenticator app and enter the authentication codes. Once you complete these steps, you should see the label MFA enabled next to your name.
Single Sign-On - SSO
If you want to set up single sign-on (SSO) you can follow this guide. Please notice that this option is not available on all the plans. Please consult with firstname.lastname@example.org or write us on the chat.
Now let's complete the SDK Integration !