About Administration
The Magentrix Administration Guide provides comprehensive documentation for configuring and managing your Partner Portal and Customer Portal environments. This guide covers essential administrative tasks including platform foundation setup, user and security management, and system-wide configuration settings that enable your organization to deliver secure, scalable portal solutions.
Effective portal administration requires understanding how Magentrix's core components work together to create comprehensive access control, user management, and system configuration. The topics below provide detailed guidance for establishing and maintaining your portal's administrative foundation.
Platform Foundation
About Magentrix Modules
Magentrix modules are comprehensive, ready-to-deploy applications that extend the core platform's capabilities with specialized functionality. Understanding available modules is essential for planning portal implementations and configuring user access. Modules include AI Tools, Articles, Business Planning, Community Forum, Document Library, Engagement Pages, FAQs, Groups, Ideas, Journey Builder, Marketplace, MDF, Social Collaboration, Online Help, Partner Program Tiers, Popup Alerts, Referral Links and Attribution, Reports and Dashboards, Resource Collections, Rewards and Redemption, Survey, Training/LMS, Upcoming Events, and Wiki.
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User and Security Management
About Magentrix Users
Magentrix users are categorized into three distinct license types that determine data access scope and administrative capabilities: Employee users (internal staff with full organizational data access), Partner users (external partners with account-based data filtering), and Customer users (customers with account-based data filtering). Understanding user license types is fundamental to implementing proper security, managing license allocations, and supporting user creation workflows including automatic CRM-based activation, manual creation, and self-registration options.
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About Magentrix Security Roles
Security Roles are the foundation of access control in Magentrix, determining what users can see and do within the portal through entity-level permissions, field-level security, and module access controls. Security Roles work in conjunction with user license types to establish data visibility boundaries and with User Groups to enable content sharing. Role types align with user licenses: Employee Security Roles support organizational hierarchy and full data access, while Partner & Customer Security Roles automatically filter data based on CRM Account and Contact associations.
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Understanding Security for External Users
External user security leverages CRM-based relationships between Accounts and Contacts to establish sophisticated data access control for Partner and Customer users. Account hierarchy determines which records users can access beyond their direct Account association, enabling multi-tier partner channel structures, direct customer hierarchies, and hybrid organizational models. Understanding how Account-based filtering, hierarchical access patterns, and Security Role integration work together is essential for implementing secure, scalable external user access that supports your business relationships while maintaining appropriate confidentiality boundaries.
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About Manager Hierarchy for Internal Security
Manager Hierarchy provides organizational access control for Employee users by leveraging internal reporting relationships. This system enables administrators to configure data access based on actual business hierarchy through seven permission levels ranging from Private (personal records only) to All (organization-wide access). Manager Hierarchy integrates with Security Role entity permissions to enable managers to access subordinate records and employees to collaborate with team members according to organizational structure, supporting scalable security that adjusts automatically as organizational structure changes.
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Creating and Configuring Managers
Manager assignment is essential for implementing Manager Hierarchy security within your organization, activating hierarchical access control that reflects actual business reporting relationships. By assigning managers to Employee users through the User Entity Manager field, administrators enable hierarchical permissions configured in Security Roles to function properly. Proper manager assignment requires understanding organizational structure planning, appropriate manager selection criteria, validation testing procedures, and ongoing maintenance processes to ensure manager assignments remain current as the organization evolves.
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System Configuration
About Company Preferences
Company Preferences serve as the foundational configuration center for your Magentrix portal, controlling everything from basic contact information to security settings and user access patterns. These system-wide settings affect user access and authentication, security and compliance requirements, communication and integration capabilities, and license management. Company Preferences categories include Company Information, Application Settings, Security Settings, Members Settings (self-registration and legal agreements), Social Collaboration settings, Social Media Links, and License Monitoring tables that track user and feature license allocation and consumption.
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Configuring Language Settings
Language Settings enables administrators to configure multiple languages for the Magentrix portal and its modules, determining which languages are available throughout the platform for content creation, user interface display, and localized user experiences. Language configuration affects multiple modules including Articles, Training/LMS, Document Library, Engagement Pages, Knowledge Base, Forums, and Community features. Understanding how to add and manage languages, plan multilingual content strategies, and integrate language settings with user preferences and Company Preferences ensures effective internationalization for global organizations serving diverse user bases.
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