Company Settings

Only Admins can access Company Settings:

In Company Settings, you'll find the following tabs to manage:


Users

Manage your Enablix users:

    • Add users: Click the blue + button
    • Edit or delete users: Click a user's name or the checkbox beside it
    • Export user list: Click the paper icon on the right



Homepage

Manage what's displayed on your portal's homepage. Feature individual assets, Content Kits, Saved Searches, and more:


Integrations

Manage your integrations, including CRM connections* and messaging app notifications:


*Integrating your portal with your CRM is an available add-on. Whether you're already using it and have questions, or you'd like to explore adding it, contact your Enablix Customer Success Manager or support help@enablix.com.


Categories

Part of your metadata:



Content Types

Part of your metadata:



Properties

a


Access

Part of your metadata to organize content.

    • Access Groups are based on user profile attributes such as system role and business roles*
    • Add Access Groups such as administrators or sales only

*Business roles are a property. Modify them from Company Settings > Properties tab.

Need additional user profile attributes such as department? Contact your Enablix Customer Success Manager or support help@enablix.com for setup.


Company Profile

Manage your portal's logos. There's a description underneath each logo to show whether it's visible by only Enablix users or external recipients as well:

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