Table of Contents

• Introduction
  • Quick Start Guides
    • Partner Relationship Management
      • 1. Creating a Security Framework for Partners
      • 2. Add Content and Data for Partners
      • 3. Organize Your Data for Partners
      • 4. Test Your Partner Portal
    • Employee Community
      • 1. Creating a Security Framework
      • 2. Add Content and Data
      • 3. Organize Your Data for Employees
      • 4. Test Your Employee Portal
    • Customer Success Community
      • 1. Creating a Security Framework for Customers
      • 2. Add Content and Data for Customers
      • 3. Organize Your Data for Customers
      • 4. Test Your Customer Portal
  • Getting Started
  • Magentrix Site and License Types
  • Magentrix Community Setup Checklist
  • Magentrix Sandbox Portal
  • FAQs and Common Problems
  • Pre-Launch Checklist
• Administration Guide
  • User Management
    • User Groups
      • About User Groups
      • User Groups Checklist
      • Creating User Groups
      • Managing User Group Members
      • User Groups Troubleshooting
    • About Magentrix Users
    • Magentrix Users Checklist
    • Creating and Enabling Users
    • Configuring User Accounts
    • Changing and Resetting User Passwords
    • Mass Creating Users with CSV Files
    • Enabling User Self-Registration
    • Anonymizing Users
    • Configuring Team Access
  • Security Roles
    • Security Hierarchy
      • Understanding Security for External Users
      • About Manager Hierarchy for Internal Security
      • Creating and Configuring Managers
    • About Magentrix Security Roles
    • Magentrix Security Roles Checklist
    • Creating and Cloning Security Roles
    • Configuring Security Role Permissions
    • Configuring Field Security and List Views for Entities
    • Assigning Record Types To Security Roles
    • Assigning Security Roles to Users
  • Two-Factor Authentication
    • Enabling and Configuring Two-Factor Authentication
    • Two-Factor Authentication Checklist
    • Managing User MFA Enrollments
    • Two-Factor Authentication Troubleshooting
  • Company Preferences
    • About Company Preferences
    • Configuring Currency Exchange Settings
    • Assigning a Custom Domain Name to Your Site
  • Organization Settings
    • About Organization Settings
    • Organization Settings: General Tab
    • Organization Settings: Application Tab
    • Organization Settings: Security Tab
    • Organization Settings: Members Tab
    • Organization Settings: Social Links
    • Organization Settings: Subscription and Licenses
    • Sender Email and Custom SMTP
    • Configuring Multi-Currency
  • Theme Builder
    • About the Theme Builder
  • Language Settings
    • Configuring Language Settings
  • Built-in Modules
    • AI Tools
      • About Magentrix AI Tools
      • AI Tools Checklist
      • Activating AI Tools
      • Configuring AI Search and Ticket Deflection
      • Configuring the Wizard Assistant
      • Configuring the Wizard Agent
      • Using AI Features
      • AI Tools Troubleshooting
    • Articles
      • About the Articles Module
      • Articles Checklist
      • Creating Article Types
      • Managing Article Types
      • Sharing Article Types
      • Managing Article Permissions on the Post Level
      • Creating Posts
      • Creating Anchors In A Post
      • Managing Posts
      • Article Lists
      • Post Categories
      • Post Tagging
      • Post Approvals
      • Managing Post Comments
      • Article Type Subscriptions
      • Article Reporting
      • Articles Troubleshooting
    • Carousels
      • About the Carousel Module
      • Carousel Checklist
      • Creating and Managing Carousels
      • Carousel Troubleshooting
    • Community Forums
      • About the Community Forums Module
      • Community Forum Checklist
      • Creating and Configuring Community Forum Topics
      • Sharing Community Forum Topics
      • Configuring Community Forum Settings
      • Using the Community Forum
      • Configuring the Community Forum and Topics
      • Creating Community Forum Categories
    • Document Library
      • About the Document Library Module
      • Document Library Checklist
      • Creating Folders in the Document Library
      • Sharing Folders in the Document Library
      • Configuring Document Library Folder Settings
      • Uploading Files in the Document Library
      • Managing Files and Folders
      • File Version Control and History
      • Publishing Files Publicly in the Document Library
      • Using Social Collaboration with Document Library Files
      • Using the Document Library Dashboard
      • Customizing the Module's Label
      • Creating Marketing Links
    • Engagement Pages
      • About the Engagement Pages Module
      • Engagement Pages Checklist
      • Creating and Sharing Engagement Pages
      • Configuring Engagement Pages
      • Engagement Pages Troubleshooting
    • FAQs
      • About the FAQs Module
      • FAQs Checklist
      • Creating and Managing FAQs
      • Sharing FAQs
    • Groups
      • About the Groups Module
      • Groups Checklist
      • Creating Groups
      • Managing Groups
      • Managing Members
      • Managing Group Posts
    • Ideas
      • About the Ideas Module
      • Ideas Checklist
      • Configuring Ideas Security Permissions
      • Managing Idea Categories
      • Posting Ideas
      • Collaborating on Ideas
      • Managing the Ideas Module
      • Configuring the Ideas Module
      • Configuring the Ideas Layout
    • Journey Builder
      • About Journey Builder
      • Journey Builder Checklist
      • Configuring Journey Builder Settings
      • Creating and Sharing Journeys
      • Configuring Journeys
      • Managing Journey Assignments
    • Marketplace
      • About the Marketplace
      • Marketplace Checklist
      • Creating New Marketplaces
      • Managing Marketplaces
      • Configuring Marketplace Permissions
      • Managing Marketplace Vendors
      • Configuring Marketplace Banners
      • Managing Listing Settings
      • Configuring Marketplace Badges
      • Managing Marketplace Leads
      • Configuring Lead Generation Forms
      • Marketplace Analytics and Reporting
      • Moderating Marketplaces
      • End-User Marketplace Experience
      • Creating and Managing Listings
    • Mingel Social Collaboration
      • About the Mingel Social Collaboration Module
      • Mingel Social Collaboration Checklist
      • Enabling Mingel Social Collaboration and Social Profiles
      • Using Mingel Social Collaboration with Record Items
      • Configuring Social Profiles
    • Online Help
      • About the Online Help Module
      • Online Help Setup Checklist
      • Configuring Online Help Access and Permissions
      • Creating and Publishing Help Documentation
      • Managing Help Categories and Content
    • Popup Alerts
      • About Popup Alerts
      • Popup Alerts Setup Checklist
      • Creating and Managing Popup Alerts
    • Reports and Dashboards
      • About the Reports and Dashboards Module
      • Reports and Dashboards Setup Checklist
      • Understanding Report Fundamentals
      • Using the Report Builder Interface
      • Configuring Report Data and Filters
      • Report Properties and Management
      • Dashboard Builder Interface
      • Configuring Dashboard Components
      • Dashboard Properties and Customization
      • Dashboard Management and Sharing
      • Scheduled Reports
      • Report and Dashboard Permissions
      • Exporting and Distribution
      • Managing the Reports and Dashboards Module
    • Resource Collections
      • About Resource Collections
      • Resource Collections Checklist
      • Customizing Resource Collection Labels
      • Creating Resource Collections and Managing Filters
      • Configuring Resource Collection Settings
      • Configuring Banner Settings
      • Configuring Tile Settings
      • Configuring Resource Collection Permissions
      • Managing Resource Collection Galleries
      • Managing Email Notifications
    • Rewards & Redemption Module
      • Rewards Module
        • About Rewards Module
        • Rewards Module Checklist
        • Creating a Rewards Program
        • Creating Reward Program Activities
        • Configuring Reward Program General Settings
        • Configuring Gamification Levels
        • Managing Reward Claims
        • Understanding Reward Activity Types
        • User Guide: Claiming Rewards
      • Redemption Module
        • About the Redemption Module
        • Redemption Module Checklist
        • Enabling the Redemption Module
        • Configuring the Redemption Module
        • Managing Tango Card Funding and Gift Cards
        • User Guide: Redeeming Points for Gift Cards
      • Payout Module
        • About the Payout Module
        • Payout Module Checklist
        • Configuring the Payout Module
        • Payout Dashboard
        • Managing Payout Claims
        • Payout Module Troubleshooting
      • About Rewards and Redemption
    • Survey
      • About the Survey Module
      • Survey Module Checklist
      • Creating and Managing Surveys
      • Configuring Survey Questions
      • Publishing and Sharing Surveys
      • Analyzing Survey Results
      • Survey and Training Module Integration
    • Stores
      • About Stores
      • Stores Checklist
      • Managing Store Regions
      • Creating Storefronts
      • Adding Products to Stores
      • Creating Store Collections
      • Creating and Managing Discount Codes
      • Managing Storefront Orders
      • Stores and Rewards Integration
      • Stores and Connected Apps Integration
    • Training
      • About the Training Module
      • Training Module Checklist
      • Using the Training Dashboard
      • Viewing Training Activity Logs
      • Viewing and Organizing Courses
      • Creating Courses in the Training Module
      • Managing Course Details and Structure
      • Creating Lessons in the Training Module
      • Creating Quizzes in the Training Module
      • Configuring Course Settings
      • Adding and Accessing a Downloadable Course/Learning Path Certificate
      • Adding Course Pictures
      • Managing Course References and Attachments
      • Cloning and Sharing Courses
      • Recalculating Course Compliance
      • About Learning Paths
      • Creating Learning Paths
      • Managing Learning Path Contents
      • Configuring Learning Path Settings
      • Adding Learning Path Pictures and Certificates
      • Cloning and Sharing Learning Paths
      • Managing Users in the Training Module
      • Viewing All Training Users
      • Marking Quizzes
      • Using Training Reports
      • Configuring Training Module Settings
      • Configuring Training Module Permissions
      • Using Social Collaboration in the Training Module
      • Training and Rewards Integration
      • Training and Journey Builder Integration
      • Training and Partner Program Tiers Integration
    • Upcoming Events
      • About the Upcoming Events Module
      • Upcoming Events Checklist
      • Creating Upcoming Event Categories
      • Sharing Upcoming Event Categories
      • Creating Upcoming Events
      • Managing Registration For Upcoming Events
      • Browsing and Registering for Events
    • Wiki
      • About the Wiki Module
      • Wiki Module Checklist
      • Creating and Managing Wikis
      • Managing Wiki Contents
      • Configuring Wiki Versions
      • Using the Wiki Content Editor
    • About Magentrix Modules
    • Setting Up Modules
  • Partner Management Modules
    • Business Planning
      • About the Business Planning Module
      • Business Planning Checklist
      • Configuring the Business Planning
      • Creating Business Plans
      • Editing Business Plans
    • Deal Management
      • Deal Settings
        • About Deal Management Settings
        • Deal Registration
        • Deal Inbox
        • Deal Amendment Form
        • Deal Closing Extension
        • Email Deal Registration
        • Troubleshooting Tips
      • Deal Registration Forms
        • About Deal Registration Forms
        • Editing Deal Registration Forms
        • Deal Registration Forms Reference
    • Deal Summary Pages
      • About Deal Summary Pages
      • Deal Summary Pages Checklist
      • Configuring Deal Summary Pages
      • Deal Summary Pages and Deal Registration Integration
      • Deal Summary Pages and Referral Links Integration
    • Marketing Development Fund
      • About the MDF Module
      • MDF Checklist
      • Configuring MDF Settings
      • Customizing MDF Labels and Terms
      • Creating and Submitting MDF Requests
      • Managing Campaigns within MDF Requests
      • Reviewing and Approving MDF Requests
      • Submitting and Managing Expense Claims
      • Processing Claims and Reimbursements
      • MDF Salesforce Objects and Fields Reference
      • MDF Request Status Management
      • MDF Email Notifications and Communications
      • MDF Reporting and Analytics
      • Journey Builder Integration with MDF
    • Partner Program Tiers (BETA)
      • About Partner Program Tiers
      • Partner Program Tiers Checklist
      • Creating and Managing Partner Programs
      • Understanding Program Criteria Types
      • Defining and Assigning Program Benefits
      • Enrolling Partners to Partner Programs
      • Managing Partner Enrollments
      • Partner Programs Tab Configuration
      • Multi-Currency Support
      • Best Practices and Recommendations
      • Troubleshooting and FAQs
    • Referral Links and Attribution
      • About Referral Links and Attribution
      • Referral Links and Attribution Checklist
      • Developer Guide: Implementing PartnerTrack.js
      • Understanding Attribution Models
      • Referral Link Management Best Practices
      • Troubleshooting Referral Links and Attribution
    • Channel Dashboard
    • Deal Management Configuration
    • Lead Conversion for Salesforce and Dynamics
    • Lead Conversion for Native and HubSpot
    • Deal Registration Forms
    • Email to Deal Registration
    • Bulk Deal Registration
    • About Partner Referrals and Attribution
  • Service Management Modules
    • About the Service Dashboard
    • Configuring Ticket Management Settings
    • About Support Ticket Deflection
    • Service Summary Pages
  • System Customizations
    • Developer Tools
      • About Active Pages
      • About Active Classes
      • Active Pages and Classes Checklist
      • Creating and Managing Active Pages
      • Creating Active Classes
      • Managing Active Classes
      • Sharing Active Pages and Classes
      • Custom Labels
      • Active Pages Troubleshooting
    • Entity Management
      • About Entity Management
      • Magentrix Entity Checklist
      • Creating And Editing Entities
      • Managing Entity Fields
      • Custom Entity Fields Overview
      • Configuring Magentrix Entity Formula Fields
      • Rollup Summary Fields
      • Master Detail Fields and Lookup Fields
      • Configuring Magentrix Entity Picklists
      • Configuring Entity Permissions
      • Configuring Field Security For Entities
      • Configuring List Layouts
      • Configuring Record Types
      • Enabling Field Search for Entities
      • Setting Up Validation Rules
      • Configuring Sharing Filters
      • Designing Page Layouts
      • Using the Layout Designer
      • Assigning Page Layouts
      • Creating and Managing Buttons
      • Managing Salesforce and Dynamics Entities
    • Navigation Menu
      • About the Navigation Menu
      • Navigation Menu Checklist
      • Managing Apps
      • Managing Menu Items
      • Sharing Menu Items
      • Understanding Feature Menu Items
      • Navigation Menu and Security Integration
      • Navigation Menu Troubleshooting
    • Automations and Tasks
      • About Magentrix Automations
      • Automations Checklist
      • Creating and Editing Automations
      • Creating Email Alert Tasks for Automations
      • Creating Course Assignment Tasks for Automations
      • Creating Group Member Tasks for Automations
      • Creating Follow Tasks for Automations
      • Creating Feed/Message Tasks for Automations
      • Creating Activity Tasks for Automations
      • Creating Change Security Role Tasks for Automations
      • Creating Slack Message Tasks for Automations
      • Automations Best Practices and Recommendations
      • Troubleshooting Automations
    • Slack Integration
      • About Slack Integration
      • Slack Integration Checklist
      • Configuring Slack Settings
      • Connecting Slack Workspaces
      • Managing Slack Workspace Connections
      • Creating a Custom Slack App
      • Slack Permission Scopes Reference
      • Slack Integration Best Practices
      • Troubleshooting Slack Integration
    • Merge Fields and Functions
      • About Functions and Merge Fields
      • Understanding Merge Fields
      • Understanding Functions
      • Functions and Merge Fields Troubleshooting and Best Practices
    • Core Features
      • Filters and Filter Logic
      • Filters and Filter Logic Examples
    • Email Templates
      • About Email Templates
      • Creating Email Templates
      • Editing Email Templates
      • Localizing Email Templates
      • Previewing and Testing Email Templates
      • Email Templates Reference
    • Global Search
      • About Global Search
      • Global Search Checklist
      • Configuring Global Search
      • Global Search Troubleshooting
    • Recycle Bin
      • About the Recycle Bin
      • Recycle Bin Checklist
      • Restoring and Emptying Records
      • Recycle Bin Troubleshooting
    • Public Calendars
    • Whitelisting URLs
    • Whitelisting CORS
  • Custom Hubs
    • About Custom Hubs
    • Creating and Editing Custom Hubs
  • System Status and Logs
    • Storage Status
    • User Activity Status
    • Event Logs
  • Scheduled Jobs
    • About Scheduled Jobs
    • Scheduled Jobs Checklist
    • Standard Scheduled Jobs
    • Configuring Scheduled Jobs
    • Scheduled Jobs Troubleshooting
  • Translation Studio
    • Using the Translation Studio
    • Translation Studio Checklist
    • Translating Portal Content
    • Bulk Importing Translations
    • Translation Studio Troubleshooting
  • Data Import
    • Using the Data Importer
    • Data Import Checklist
    • Importing Records into Entities
    • Importing Translations via Data Import
    • Importing Portal Users
    • Importing Course Quizzes (GIFT)
    • Data Import History and Troubleshooting
  • About Administration
• User Guide
  • User Guide Checklist
  • Recovering Forgotten Passwords
  • Enabling Logins With SSO (Google, Facebook, LinkedIn, X)
  • Using My Settings
  • Using Access Tokens
  • Configuring Your Social Profile
  • Using Direct Messages
  • Using Mingel Social Collaboration
  • Downloading Files from the Documents Library
  • Following Document Library Folders
  • Sharing Documents on Social Profiles
  • Posting Ideas in the Ideas Module
  • Using the Community Forum
  • Creating Events
  • Creating Tasks
  • Creating Custom Entity List Views
  • Cloning and Exporting Custom Entity List Views
  • Exporting Upcoming Events to Calendars
  • Creating Co-Branded Collateral Templates
  • Uploading Co-Branded Collateral Templates
  • Using Personal Collections
• Integrations
  • Salesforce Integration
    • About Salesforce Integration
    • Salesforce Integration Checklist
    • Configuring Salesforce as an API Provider
    • Importing Salesforce Objects
    • Managing Imported Salesforce Objects
    • Importing Salesforce Record Types
  • Microsoft Dynamics CRM Integration
    • About Microsoft Dynamics CRM Integration
    • Dynamics CRM Checklist
    • Configuring Dynamics CRM as an API Provider
    • Importing Dynamics CRM Entities
    • Managing Imported Dynamics CRM Entities
  • HubSpot Integration
    • About HubSpot Integration
    • HubSpot Integration Checklist
    • Authorizing HubSpot for Your Magentrix Portal
    • Supported HubSpot Objects
    • Activating and Mapping HubSpot Entities
    • HubSpot Object Merge Handling
    • HubSpot Integration Troubleshooting
  • Identity Provider
    • About Magentrix Identity Providers
    • Enabling and Configuring Magentrix As An Identity Provider
    • Creating and Editing SAML Attributes for Service Providers
    • Assigning Security Roles to Service Providers
  • Adobe Sign
    • Connecting the Adobe Sign API
    • Configuring Adobe Sign Templates & Mappings
    • Configuring Adobe Sign Buttons
  • DocuSign
    • About the DocuSign Integration
  • Single Sign-On
    • About Single Sign-On
    • Enabling SAML and Configuring SAML Identity Providers
    • Required SAML Attributes for Just-In-Time Provisioning
    • Enabling SSO with Facebook
    • Enabling SSO with Google
    • Enabling SSO with LinkedIn
    • Enabling SSO with X (Formerly Twitter)
  • About Magentrix Integrations
  • Connecting API Providers
  • Configuring Authorize.Net
  • Enabling Google Analytics
  • Using MailChimp
  • Configuring Open Exchange Rates
  • Troubleshooting Integration Issues