You can enable new portal users in bulk rather than individually using the Data Importer. It also possible to disable users in bulk. A common reason for bulk disabling users is that the limit for portal user licenses has been reached and there are a large number of users who are no longer using the portal (i.e. employees who...

The page layout designer of Magentrix offers many built-in features you can use to customize your pages. In this example, we are going to hide a section of the page using Magentrix's formula builder. To begin this example, follow these steps: Open the Setup menu. Under "Entities", click on the entity that you would like to...

You can use external authoring tools such as Adobe Captivate and the Articulate suite programs to create course content for the Learning Management System courses. Importing course content into the Learning Management System requires xAPI (Tin Can) files contained within a zip file. Here are steps to export your course content from Adobe Captivate and the Articulate suite and import...

Question: I want to add a New Task button in the related activity section of a record's page layout. How do I add this button? Answer: To modify your record view to include a New Task button, please follow these steps: Navigate to Setup > Create > Entities and open the entity. In the Page Layouts...

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...

Question: Is it possible to add a status such as "Pending Approval" to the standard list view for articles? We wish to be able to differentiate between articles that are in Draft because they are still in progress and those that pending to be approved for publishing. Answer: While it isn't possible to add a status to the list...

The error message: "Cannot update record. Record is not up-to-date." appears when trying to update a record that is no longer up-to-date in the system. This is most commonly caused by two users updating the same record simultaneously. To resolve this, click Cancel to cancel your changes, refresh the browser page, and then attempt your changes again. ...

When viewing an Article or Article Type, you have the option of subscribing to it, which will send you email notifications when there are updates. Question: What the difference is between the 'New Posts' and 'New Posts and Comments' options? Answer: When ‘New Posts’ is selected, the user will receive a notification when a new Article post is...