Admin hub
The Admin hub is where client admins configure how Davies CXsmart works for their client account — who can use it, how surveys reach people, and how the platform connects to other systems.
What's in the hub
| Area | What you manage there |
|---|---|
| Users | Workspace members, invitations, and removal. |
| Roles & permissions | Standard and custom roles, permission assignment, IP allowlist, impersonation. |
| Agents | Colleagues, their PINs, and default surveys. |
| Topics, themes & prompts | The taxonomy used to code verbatims, and the LLM prompts behind it. |
| SMS & IVR setup | Twilio number-to-survey mappings and webhook URLs. |
| Segments | Saved filters and your organisational hierarchy. |
| Email templates | Reusable invitation templates with tracking. |
| Short URLs | Shortened, click-tracked links. |
| File drop | Schema-mapped CSV sends. |
| Integrations & API keys | Webhooks and API keys with granular scopes. |
| Features & audit | System feature flags and the audit log. |
Who can see the hub
Access to each admin area is governed by permissions, which you grant through roles. A member only sees the areas they have permission for. For example, managing roles needs roles.manage, account settings need account.manage, and compliance actions need compliance.manage or gdpr.manage. See Users & roles for the full permission picture.
Related sections
- Surveys and Distribution — the building and sending side.
- Compliance — GDPR erasure, retention, suppression, and the deletion audit.
- Account — your personal profile and sign-out.