What is Magentrix?
Magentrix is a Partner Relationship Management (PRM) and Customer Portal platform built as a Platform-as-a-Service (PaaS). Unlike traditional solutions that rely on complex field mapping, Magentrix integrates seamlessly with your existing CRM systems through data and schema mirroring, providing a unified experience for managing partner and customer relationships.
About This Administrator Guide
This guide is designed for Magentrix Administrators who are responsible for configuring, managing, and maintaining their organization's Magentrix platform. If you have experience as a System Administrator in similar platforms, or work in RevOps or Partner Operations, you'll find many familiar concepts and workflows.
As a Magentrix Administrator, you have full backend access to configure the platform, manage all data with complete read/write permissions, and make structural changes to the system that regular users cannot perform.
What You'll Learn
This comprehensive guide covers the essential administrative functions you'll use daily:
Core Administration
- User management and role creation
- Permission structures and access control
- System configuration and settings
Module Management Magentrix offers over 50 different modules to support your business needs, including:
- Learning Management System (LMS)
- Knowledge Articles and Forums
- Social Groups and Ideas modules
- Engagement Pages and communication tools
- And many specialized modules for partner and customer engagement
Best Practices Throughout this guide, you'll discover proven approaches for configuring modules, managing user experiences, and maintaining system performance.
Getting Started
We recommend beginning with understanding how users and permissions work in Magentrix, as this foundation supports all other administrative tasks. From there, you'll learn to manage the various modules and configure how different user types access and interact with data.
Each major section includes setup checklists and step-by-step procedures to help you implement best practices from day one.
Online Training Available
While no prior certification is required, we offer online training sessions to help you master the platform more quickly. Contact your Magentrix representative for training options.
Your Implementation Roadmap
Before diving into specific administrative tasks, we recommend starting with the Magentrix Community Setup Checklist as your implementation roadmap. This comprehensive checklist guides you through the essential configuration steps in the proper sequence, ensuring you don't miss critical setup requirements.
The checklist covers everything from initial system configuration to module activation and user onboarding, providing a structured path from platform setup to go-live.
Ready to Begin?
Start with the Magentrix Community Setup Checklist, then use this guide as your detailed reference for each administrative task. Let's begin with the fundamentals of user management and permissions – the backbone of effective Magentrix administration.