Table of Contents

• Introduction
  • Getting Started with Magentrix
  • Magentrix Site and License Types
  • Magentrix Community Setup Checklist
  • Magentrix Sandbox Portal
  • FAQs and Common Problems
  • Pre-Launch Checklist
• Administration Guide
  • 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
  • About Magentrix Integrations
  • Connecting API Providers
  • Configuring Authorize.Net
  • Enabling Google Analytics
  • Using MailChimp
  • Configuring Open Exchange Rates
  • Using the Data Importer
  • Troubleshooting Integration Issues
• 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
• 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)
• 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
• User Management
  • 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
  • Managing User Groups and Auto-Segmentation
  • Anonymizing Users
  • Configuring Team Access
• Security Roles
  • 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
• Company Preferences
  • About Company Preferences
  • Configuring Company Information
  • Configuring System Settings
  • Configuring Security Settings
  • Configuring Members Settings
  • Configuring Collaboration
  • Configuring Social Links
  • Enabling and Configuring Two-Factor Authentication
  • Using the Theme Builder
  • Assigning a Custom Domain Name to Your Site
  • Configuring Currency Exchange Settings
• Language Settings
  • Configuring Language Settings
  • Using the Translation Studio
• Built-in Modules
  • About Magentrix Modules
  • Setting Up Modules
• Partner Management Modules
  • 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
  • Global Search
  • Carousels
  • Email Templates
  • Recycle Bin
  • 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
  • Scheduled Jobs
• AI Tools
  • About Magentrix AI Tools
  • AI Tools Checklist
  • Configuring AI Tools
  • Using AI Features
• 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
• 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
• 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
  • 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
• 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
• Wiki
  • About the Wiki Module
  • Creating and Managing Wikis
  • Managing Wiki Contents
  • Using the Wiki Content Editor
• Business Planning
  • About the Business Planning Module
  • Business Planning Checklist
  • Configuring the Business Planning
  • Creating Business Plans
  • Editing Business Plans
• 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 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
• Security Hierarchy
  • Understanding Security for External Users
  • About Manager Hierarchy for Internal Security
  • Creating and Configuring Managers
• Developer Tools
  • Active Pages
  • Active Classes
  • Active Pages and Classes Checklist
  • Creating and Managing Active Pages
  • Creating Active Classes
  • Managing Active Classes
  • Custom Labels
• 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
• Tab Management
  • About Magentrix Tabs
  • Magentrix Tabs Checklist
  • Creating Entity Tabs
  • Creating Web Tabs
  • Creating Active Page Tabs
  • Creating Link Tabs
  • Adding and Enabling Tabs for Apps
  • Creating Custom Tab Styles
• App Management
  • About Magentrix Apps
  • Creating and Editing Apps
  • Assigning Apps to Security Roles
  • Reordering Apps
• 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
  • Automations Best Practices and Recommendations
  • Troubleshooting Automations
• 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
• 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