Using Company Settings

Manage users, integrations, metadata, and more. Company Settings is only available to admins.

Here’s what each tab is for:

Users

Go to Company Settings > Users to add, edit, and remove users.

To add a user:

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

To edit or delete a user:

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

To export your user list:

Click the document icon. You’ll get the list by email.

Homepage

Go to Company Settings > Homepage to customize the sections on the Home page.

To add a section:

1. Click the + icon.
2. Choose a section type:
   • Content: Display individual content, a Content Kit, Engagement Hub, Microsite, or 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 manage sections:

• 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.
• Reorder: Drag and drop using the three horizontal lines to the left of the section name.

To manage content within a section:

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

Integrations

Go to Company Settings > Integrations to add or authorize these 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. If you use a different CMS, contact your Enablix CSM.
• YouTube: Automatically source content from your YouTube channel.
• Salesforce or HubSpot: Sync Enablix with your CRM (requires the CRM integration module).
• Slack or Microsoft Teams: Send automated notifications to a channel when content is published or updated.

Categories & Labels

Go to Company Settings > Categories & Labels to organize content by solution, service, and more.

To add a category:

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

To add a label:

1. Click the + icon 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-tile icon in the bottom-left corner.
• In bulk: In Content Manager > Assets, select one or more items, click Add Labels or Remove Labels, then select your labels.

Content Types

Go to Company Settings > Content Types to organize content by format, like blogs, case studies, or presentations.

To add a Content Type:

1. Click the + icon.
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 manage Content Types:

• 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 go to the Attributes tab. Content Types can support files, URLs, email messages, and Properties.

To change the Content Type of a piece of content, open the content, hover over More Actions (three dots) to the right of Share, and select Change Content Type.

Properties

Go to Company Settings > Properties to create custom 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, so the right image is easy to filter and find.

To add a Property:

1. Click the + icon.
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 manage 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’s row.

Business roles are Properties used on 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 to limit content to select groups, like admins only or approved sales users. Published content is available to all users by default. Access Groups aren’t about hiding content. They keep Enablix focused, so each team sees what’s relevant to them, which makes search and browsing easier as your library grows.

To add an Access Group:

1. Click the + icon.
2. Enter a name and an optional description.
3. Click the + icon 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.
• In bulk: In Content Manager > Assets, 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 to manage your Enablix branding. You’ll see which icons, favicons, and other images you can update, where each one is used, and the recommended ratio or pixel size.

We’re here to help. Contact help@enablix.com anytime.