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Client accounts (workspaces)

Davies CXsmart is a multi-tenant platform: many organisations use it at once, and each one's data is kept completely separate. The container that holds one organisation's data is a client account — you may also hear it called a workspace or tenant. They all mean the same thing.

What lives in a client account​

Everything you work with is scoped to a single client account:

  • Surveys and their questions
  • Responses and verbatim comments
  • Agents, teams, and dimensions
  • Dashboards, saved views, and KPI configuration
  • Alerts, leads, and coaching
  • Admin settings, users, and roles

When you're signed in and looking at a screen, you're always looking at exactly one client account's data.

Data isolation​

Client accounts are isolated from one another. A response in one account is never visible from another, search never crosses accounts, and metrics never blend data across accounts. This separation is enforced by the platform — there's nothing you need to configure to keep your data private from other tenants.

Switching between client accounts​

Most people only ever work in one client account. But if you support several — for example, an analyst who covers multiple brands, or a Davies team member working across clients — you'll have access to more than one.

When you do, a client-account switcher appears at the left of the top header:

  1. Click the switcher.
  2. Choose the account you want to work in.
  3. The whole app reloads scoped to that account — surveys, dashboards, responses, filters, everything.
note

Switching accounts is a full context change. Any filters or views you'd set up apply to the account you set them in; when you switch, you start fresh in the new account's data.

Users and access​

Your administrator decides which client accounts you can reach and what you can do inside them. Access is governed by roles (configured under Configure → Admin), so two people in the same account may see different tools depending on their role. If you're missing something you expect to see, your role may not include it — ask your administrator.

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