Users & Groups is the control center for team access in Stax.ai CX. It's where admins invite people, organize them by job function, and set what each person can see and do. Groups let you apply one permission model to many users at once, so access stays consistent as your team grows.
Key capabilities
User lifecycle in one place. Invite, edit, suspend, reactivate, or remove users from a single page.
Group-based permissions. Give everyone in Operations or Relationship Management the same access with one setting. New hires inherit the right access the moment you add them to a group.
Fewer permission mistakes. Groups reduce "permission drift" — one model applied to many people instead of dozens of one-off settings.
Easier audits. Review access by function ("what can Operations see?") instead of user by user.
How it fits into CX
Every permission set here controls what people see across CX — clients, To-Do work, the Client Portal, Deals, Plans, Templates, Pages, and Dashboards. Group membership drives most access; direct user-level settings handle exceptions. Admin access grants everything, now and in the future, so assign it carefully.
A quick look
The page has two tables:
Groups — each row is a group with its permission levels per area (shown as R, R/W, or –).
Users — each row is a person, with their MFA status, an Admin checkbox, group badges, and their effective permissions.
Use the Search users or groups box to filter both tables, and the New button to invite a user or create a group.
Basic walkthrough: review your team's access
Click your profile icon in the bottom-left corner of CX.
Select Users & Groups. The page opens with the Groups and Users tables.
Review the Groups table first — group permissions are the source of truth for members.
Then scan the Users table for anyone with the Admin box checked or with direct permissions that differ from their group.
Recommended setup order for new teams
Define your main functional groups (for example: Operations, Relationship Managers, Admin).
Configure each group's permissions first.
Invite users and add them to the right group.
Use direct user-level permissions only for exceptions.
Important: When a permission is inherited from a group, you can't change it on the user directly — update the group, or remove the user from the group first.
Tip: Schedule a recurring access review. Confirm group membership, remove stale access, and keep least-privilege controls in place as roles change.
Related article
Inviting New Users
Creating User Permission Groups
Permissions and Roles