All portal users and visitors are assigned a security role to determine viewing permissions. For users that are signed in, they will use their assigned security role. Users that are not signed in will use the Guest security role. Administrators can use the Guest security role to configure public access to pages....
    Question: How do I give access for a role to assign courses to the employees in the Training module? Answer: To give access to roles to assign courses, administrators must do the following: Navigate to the Training App, then go to LMS Admin Panel > Settings. Select the Permissions tab, then select the desired role...
    Question: How do I give access for a role to create new forum topics in the Community homepage? How do I give access for a role to create new forum posts? Answer: To give roles forum permissions, follow these steps: Navigate to Setup > Security > Security Roles and open the desired role. Click Edit,...
    Question: How do I add access for a role to post under a specific Article Type? Answer: To give roles permissions to post under Article Types, follow these instructions: Login as an Administrator. Navigate to Setup > Create > Articles and open the article type you wish to allow. Under the Actions dropdown at the...
    Within your Social Profile settings, there is a 'Privacy Setting' which allows the user to set their social profile to either Public or Private. If Public is used, the user is giving permission to display his/her contact information including First and Last Name. If Private is used, all of this information will be hidden except Alias, Title and the...
    The Magentrix platform allows administrators to create Community Users in bulk rather than individually....
    'User Groups' and 'Security Roles' may seem similar but they have different functions in the Magentrix platform....
    In general, users with permissions to create Cases will have access to see all of the tickets that have been created within the account. However, it may be preferred to restrict the access for a group of users to only see the cases they have submitted themselves....
    You can configure the fields that are visible within an entity based on the Security Role a user has been assigned....
    When a user resets their password in Magentrix, a notification email with instructions is sent to the email address associated with their user account. Sometimes these emails may not be received for several reasons....
    Learn how to create a community user from an existing customer or partner contact....
    Create a new Administrator users to manage your portal....
    Your portal can have both employee and community user licenses....

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