Magentrix Site and License Types

Understanding Magentrix Licensing

Magentrix offers two main solutions, each designed for specific business needs and equipped with different modules and capabilities. As an administrator, understanding these licensing options will help you manage users effectively and ensure proper access control.

Magentrix Solutions

Partner Management Portal (PRM) Designed for managing partner relationships, this solution includes modules specifically built for partner onboarding, training, sales enablement, and collaboration.

Customer Management Portal Focused on customer support and engagement, this solution provides modules for customer service, knowledge management, community support, and customer success.

Each solution comes with different module access based on your business needs - partner-specific modules are restricted in Customer Portal deployments and vice versa.

User License Types

Understanding the three types of user licenses is crucial for proper user management and data security:

Employee Licenses

Who: Internal staff within your organization
Access: Full data access across your organization with advanced permissions
Capabilities:

• Can view and manage organizational data without account-based restrictions
• May have limited administrator capabilities (creating courses, articles, FAQs, etc.)
• Do not require associated Account or Contact records

Partner User Licenses

Who: External partners, distributors, resellers, or other business partners
Access: Data filtered based on their associated Account and Contact records
Licensing Model: Priced in user-based tiers Capabilities:

• Can only access data related to their specific account and associated records
• Require both Account and Contact records in your CRM (Salesforce, Microsoft Dynamics, or HubSpot) for proper data filtering

Partner Account-Based Licenses

Who: External partners when you prefer to license by organization rather than individual users
Access: Data filtered based on their associated Account and Contact records
Licensing Model: Licensed by number of Partner Accounts (e.g., 10 Partner Account licenses = users from 10 different partner organizations can be activated)
Capabilities:

• Unlimited users per licensed Account
• Each licensed Account can have any number of users accessing the portal
• Require both Account and Contact records in your CRM (Salesforce, Microsoft Dynamics, or HubSpot) for proper data filtering
• Ideal for partners with large user bases or unpredictable user counts

Customer User Licenses

Who: Your customers accessing support, resources, or community features
Access: Data filtered based on their associated Account and Contact records
Licensing Model: Priced in user-based tiers
Capabilities:

• Can only access data related to their specific account and associated records
• Require both Account and Contact records in your CRM (Salesforce, Microsoft Dynamics, or HubSpot) for proper data filtering

User License Assignment

Automatic Assignment

Configure your system to automatically assign Partner or Customer licenses based on two specific fields on the Contact object in your connected CRM (Salesforce, Microsoft Dynamics, or HubSpot). This ensures users get the appropriate access level based on their relationship to your organization.

Manual Assignment

Administrators can create users individually or in bulk directly within Magentrix when automatic assignment isn't suitable for your workflow.

Managing License Usage

Monitoring License Consumption

Track your current license usage through Company Preferences in your administrative interface. This allows you to monitor how close you are to your license limits across all user types.

License Limit Management

• No automatic warnings: The system does not currently provide advance warnings when approaching license limits
• At capacity: Once you reach maximum licenses, you cannot create additional users
• Expansion process: Contact Magentrix sales to add additional licenses or upgrade your tier

Environment Types

Production Environment

Your live, active portal where real users access the system. Connected to your production CRM instance with real business data.

Sandbox Environment (Optional Add-on)

A separate testing environment that serves as a snapshot of your Production environment at a specific point in time. Key features:

• Purpose: Test configurations, custom development, and structural changes safely
• Independence: Operates separately from Production after creation
• CRM Connection: Connected to your CRM sandbox environment
• Deployment: Structural changes (custom objects, fields, workflows, code) can be packaged and deployed to Production by the Magentrix team

Getting Started Recommendations

For New Deployments:

1. Start with a limited beta group to test functionality and user experience
2. Use a small subset of users to validate configurations and permissions
3. Scale gradually to full deployment once processes are refined and tested
4. Plan your license allocation based on expected user growth and engagement patterns

This phased approach ensures successful adoption while allowing you to optimize the platform configuration before full-scale rollout.