Documentation Index

Fetch the complete documentation index at: https://help.csgi.com/llms.txt

Use this file to discover all available pages before exploring further.

📢 Announcement:  Xponent Journey Hub, Bill Explainer, and Xponent Communication Control April 2026 (26.1) Release Notes are now available – Check out the latest updates published on April 2026.

User Roles

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There are two user roles. If there are features you’d like to enable but cannot due to your user role level, please contact Xponent Support to do so.

Editor

Editors can create, design, edit, and share dashboards. Xponent Editors determine whether the user with whom they share a dashboard has editing rights (is an Editor) or only viewing rights (Participant).

Editors can search and manage all the alerts you have created. Also, it lets you find suggested alerts based on data you view in Domo.

You can choose whether you are alerted by email, text, phone call, or Domo’s mobile app when your alerts are triggered.

Editors can create the workflow and define it into the queues. The Xponent Data team must grant editor licenses.

Participant

Participants can view, explore, drill down, make selections, filter the dashboards, use the alerts, and view the app store that Editors share with them.

The Participants cannot create new dashboards or edit existing ones.

Participant licenses provide view-only capabilities, with the ability to filter various data attributes to drill down into the data visualizations. It can also export the reports and set up and view alerts. The user must be the dashboard owner, ElastiCube, or alert.

Features

Sub-Features

License Type

Editor

Participant

Alerts

Use Alerts

✔️
✔️

Use App store

✔️

View App store

✔️
✔️

Cards and Pages


Embed content

✔️

Edit Cards

✔️

Create DataSet views in Analyzer.

✔️

Edit Pages

✔️

Export from Domo

✔️
✔️

Edit Narrative Cards

✔️

Edit Variables

✔️

Edit Data app

✔️

Edit DataSet

✔️

Export DataSet

✔️

Create Dataset Account

✔️

Edit DataFlow

✔️

Execute AutoML

✔️

Edit Magic ETL v2 DataFlow.

✔️

Queues

Create Workflow Queues

✔️

Create Workflows

✔️