User Guide Checklist

• Recovering Forgotten Passwords

  If you have forgotten or lost your password, you can request a password reset from the portal administrators. Users can also change their passwords at any time when logged in.

• Enabling Logins With SSO

  The Magentrix platform supports Single Sign-On (SSO) that allows users to associate their portal user account with external third-party accounts.

• Using My Settings

  You can view and change your preferences in the My Settings menu.

• Using Access Tokens

  You can generate and rotate access tokens to grant access to external applications.

• Configuring Your Social Profile

  Users can configure their Social Profile with information about themselves and profile pictures.

• Using Private Messaging

  Users can send direct private messages to other users.

• Using Mingel Social Collaboration

  Users can converse and collaborate on Magentrix records such as Articles, Documents, Tasks, and more.

• Downloading Files from the Documents Library

  Users can download any files they have access to within the Documents Library module.

• Sharing Documents on Social Profiles

  Users can post and share documents on their social profile for other users to view and download. Followers of the user will be notified of the post.

• Posting Ideas in the Ideas Module

  Post ideas to propose changes to products, services, or processes and receive input from other users.

• Using the Community Forum

  Users can post questions, reply to questions, and mark replies as answers in the Community Forum.

• Creating Events

  Users can create events that are displayed on the calendar.

• Creating Tasks

  Users can create and assign tasks. Users with tasks assigned will receive a notification the day a task is due or if there are overdue tasks.

• Creating Custom Entity List Views

  Users can configure List Views to allow or prevent specified security roles from creating or accessing List Views when viewing an Entity.

• Cloning and Exporting Custom Entity List Views

  Users can clone List Views to create a modified List View. List Views can also be exported as Excel or PDF files.

• Creating Co-Branded Collateral Templates

  Co-branded templates must be uploaded for co-branding to be inserted. Templates must have elements with specific properties to allow optimized output of co-branded assets.

• Uploading Co-Branded Collateral Templates

  Co-branding templates are required for co-branding to be automatically inserted upon document download. Once uploaded, users must indicate to the system that the uploaded file is a co-branding template.

• Using My Playbooks

  Users can add Playbook assets into a personal playbook for self-referral.