Knowledge

This article explains how Magentrix handles file uploads to Salesforce, including the upload process, storage and metadata synchronization, and the Salesforce triggers involved....

To better manage portal users' access to Magentrix, we've introduced the Magentrix Portal User Options for HubSpot. This feature allows internal HubSpot users to manage portal users through their HubSpot contact without logging into Magentrix as an administrator, reducing steps and improving response time for timely user provisioning and management....

Learn to change a Magentrix portal user's role directly from their HubSpot contact record. This guide covers using the Portal User Options card to instantly update permissions, with detailed steps, troubleshooting for common errors, and best practices for secure administration....

Learn to reset a Magentrix portal user's password directly from HubSpot. This guide covers initiating the secure reset email from the contact record, troubleshooting user issues like email delivery or failed security questions, and key security best practices for administrators....

Learn to deactivate a Magentrix portal user directly from their HubSpot contact record. This guide covers using the Portal User Options card to instantly revoke access, free up a user license, and preserve all data. Includes troubleshooting and reactivation steps....