Pre-Launch Checklist

Please review the items on the following checklist prior to your scheduled launch date to ensure all the necessary settings and requirements have been configured for a successful portal launch.

1. Configure Company Preferences

Email Settings

Critical: Change the default outgoing email address from notification@magentrix.com to your organization's email address
Assign default email templates for key communication automations:
- New User Registration emails
- Password Reset emails
- Other automated notifications

Password Settings

Configure password requirements for your users:
- Minimum Password Length
- Password complexity requirements
- Password expiration policies (if applicable)

2. Theme and Branding Configuration

Select an existing theme or configure a custom theme for your portal
For custom themes: Initially created by Magentrix team, but you can modify them later
Ensure branding aligns with your organization's visual identity

3. Custom Domain Assignment

Work with Magentrix support to assign your custom domain name
Ensure DNS settings are properly configured for your domain

4. Security Roles Testing

Create test users for each Security Role to validate permissions and data visibility
Verify Field Security settings are properly configured for each role
Test data access restrictions for Partner and Customer users
Confirm Employee users have appropriate administrative capabilities

5. User Assignment Configuration

Configure automatic user assignment based on CRM Contact fields (this is packaged and automatically deployed to your CRM)
Test the automatic assignment process with sample contacts
Verify users are assigned correct license types based on their relationship to your organization

6. Content Creation and Module Setup

Create essential content for launch based on your activated modules:

Knowledge and Support Content

Articles and FAQ content (if using Articles module)
Support documentation
User guides and getting started materials

Learning Content (if applicable)

Training courses and materials (if using LMS module)
Onboarding content for new users

Community Content

Forum categories and initial discussions (if using Forums module)
Engagement pages and announcements
Welcome messages and community guidelines

7. Language and Localization Settings

Configure the different languages you wish to support on your portal
Use the Translation Workbench to translate custom labels and interface elements
Test language switching functionality for multilingual users

8. Legal and Compliance Pages

Customize Terms & Conditions and Privacy pages (Magentrix provides default templates)
Ensure legal pages comply with your organization's requirements and local regulations
Review and approve all legal content before launch

9. Pre-Launch User Testing

Beta Testing: Test your portal with a small, controlled group of users from your community
Gather feedback on user experience, navigation, and functionality
Validate that all user types can access appropriate content and features
Test critical workflows like user registration, password reset, and content access

10. Final Launch Preparations

User Bulk Enablement: Prepare to bulk enable users for full launch
Launch Communication: Create launch announcement materials including:
- Portal description and value proposition
- Getting started instructions for users
- Key features and capabilities overview
- Support contact information
Support Readiness: Ensure internal team is prepared to handle user questions and support requests

Launch Day Success Tips

Monitor user adoption and engagement closely in the first few weeks
Be prepared to make quick adjustments based on user feedback
Have support resources readily available for user questions
Track key metrics to measure launch success

Post-Launch Review

Schedule a post-launch review 2-4 weeks after launch to:

Analyze user adoption and engagement metrics
Gather user feedback and identify improvement opportunities
Plan next phase enhancements and additional content creation

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