Company Settings (Admin only)

Manage users, integrations, metadata, and more. Company Settings is only accessible to Admins.

• Users
• Homepage
• Integrations
• Categories & Labels
• Content Types
• Properties (e.g. customizable metadata)
• Access Groups
• Company Profile (e.g. branding)

Users

Go to Company Settings > Users tab.

To Add a Use

1. Click the + button.
2. Enter their name and email.
3. Select their system role and business role.
4. Click Save. The user will receive a welcome email from support@enablix.com.

System roles control what a user can do in Enablix. Business roles can be used with Access Groups and for reporting.

To Edit or Delete a User:

Check the box next to their name and click the pencil icon to edit or the trash can icon to delete. You can also click their name to open their profile and edit or delete from there.

To export your user list, click the document icon. You'll receive the list by email.

Homepage

Go to Company Settings > Homepage tab.

To Add a Homepage Section

1. Click the + button.
2. Choose a section type:
   • Content: Display individual content, content groups (Content Kits, Engagement Hubs, Microsites), or a Saved Search as a single tile.
   • HTML: Display banners, custom greetings, and messaging.
   • Dynamic Sections: Display a Saved Search that automatically fills an entire row with content.

To Edit, Delete, or Disable a Section

• Edit or delete: Check the box next to the section name and click the pencil icon or trash can icon, or click the section name to open it.
• Disable or re-enable: Toggle the switch to the right of the section name.
• Rearrange: Click and drag the three horizontal lines to the left of the section name.

To Manage Content Within a Section

Click the four tiles icon to the right of the section name. You can also click the pencil icon in the top-right corner of the section from the Home page.

Integrations

Go to Company Settings > Integrations tab.

You can add or authorize the following integrations:

• File Storage: Files are stored on Enablix servers by default, but you can store them with a cloud storage provider of your choice.
• WordPress: Automatically source content from your website. Using a different CMS? Contact your Enablix Customer Success Manager.
• YouTube: Automatically source content from your YouTube channel.
• Salesforce or HubSpot: Sync Enablix with your CRM (CRM integration module required).
• Slack or Microsoft Teams: Send automated notifications to a channel when content is published or updated.

Categories & Labels

Organize content by solution, service, and more.

To Add a Category

1. Click the + button.
2. Enter the category's plural and singular names (used for search).
3. (Optional) Update the color.

To Add a Label

1. Click the + button inside the category you want to add the label to.
2. Enter the label's full name and short name (used for search).

To Edit or Delete Categories and Labels

• Categories: Click the pencil icon to the right of the category.
• Labels: Click the three horizontal bars (Manage Labels).

To Add or Remove Labels on Content

• Individually: Open the content, click Edit, then use the dropdown or four tiles icon in the bottom-left corner to add or remove labels.
• In bulk: In the Content Manager > Assets tab, select one or more items, click Add Labels or Remove Labels, then select your labels.

Content Types

Go to Company Settings > Content Types tab.

Organize content by format, like blogs, case studies, or presentations.

To Add a Content Type:

1. Click the + button.
2. Enter the plural and singular names (used for search).
3. If applicable, select whether it's a Content Kit, Microsite, or Engagement Hub. This can't be changed later.
4. Select the default Shareable value. This can be changed when adding individual content.
5. Set Verify in Days, the number of days before content is flagged for Verification.

To Edit, Delete, or Configure a Content Type:

• Edit or delete: Check the box next to the Content Type and click the pencil icon or trash can icon, or click its name to open it.
• Configure: Click Edit, then the Attributes tab. Content Types can support files, URLs, email messages, and Properties.

To change a piece of content's Content Type, open the content, hover over the three dots to the right of Share, and select Change Content Type.

Properties

Go to Company Settings > Properties tab.

Properties are customizable metadata fields that go beyond Categories, Labels, and Content Types. For example, for a Content Type used for images, you could create an Image Type Property with values like Logo or Zoom Background. That makes the right image easy to filter and find later.

To Add a Property:

1. Click the + button.
2. Enter the plural and singular names (used for search).
3. (Optional) Check Add property when new Content Type is defined to include it in new Content Types automatically.

To Add, Edit, or Delete Properties and Values:

• Add or edit values: Click the three horizontal bars next to the Property.
• Edit or delete a Property: Click the pencil icon on the Property row.

Business roles are Properties used on Enablix user profiles to organize users by department, like marketing, sales, or customer success. You can use them to sort users, create Access Groups, and filter reporting in Insights.

Access Groups

Go to Company Settings > Access Groups tab.

Published content is accessible to all Enablix users by default. Access Groups let you restrict content to select groups, like Admins only or approved sales users.

To Add an Access Group:

1. Click the + button.
2. Enter a name and an optional description.
3. Click the + button to add access definitions, which define who belongs to the group.

To Edit or Delete an Access Group:

Check the box next to the Access Group and click the pencil icon or trash can icon, or click its name to open it.

To Add or Remove Access Groups on Content:

• Individually: Open the content, click Edit, then use the dropdown on the left-hand side.
• In bulk: In the Content Manager > Assets tab, select one or more items, click Add Access Groups or Remove Access Groups, then select your groups.

Company Profile

Go to Company Settings > Company Profile tab.

Manage your Enablix branding. See which icons, favicons, and more you can update, where each is used, and the recommended ratio or pixel size.

Questions? Reach out to help@enablix.com.