Adding and Managing CX Portals

Add and customize the portals your CX Users see, then build them out with sections.

• Adding a CX Portal
• Managing a CX Portal
• Adding a CX Portal Section
• Adding a Section to a CX Portal

Adding a CX Portal

1. Click CX Portals in the navigation bar on the left.
2. On the CX Portals tab, click the + icon.
3. Enter the portal’s Name and Browser Tab Title.
4. (Optional) Check Default CX Portal if this is your only CX Portal or you want it to be the default.
5. (Optional) If this CX Portal is for a specific account or account segment, select it.

Managing a CX Portal

1. Click CX Portals in the navigation bar on the left.
2. Click the CX Portal’s name.
3. From the top-right corner, choose what to update:
   • Edit details: Click the pencil icon to change the portal’s name, browser tab title, or who can access it.
   • Customize the portal: Click Edit Portal Builder to change elements like the header or navigation bar.

Adding a CX Portal Section

1. Click CX Portals in the navigation bar on the left.
2. On the CX Portal Sections tab, click the + icon.
3. Select a section format: Content, HTML, or Dynamic Content.
4. Enter the section’s Name (internal), Title (external), and an optional Description (external).
5. Select a Display Mode.
6. (Optional) Check Hide if Empty. We recommend this, so the section is hidden if none of its content is available to the account or user signed in.

Once the section is created, click Manage Assets to the far right of the section to choose which content appears.

Adding a Section to a CX Portal

1. Click CX Portals in the navigation bar on the left.
2. On the CX Portals tab, click the CX Portal’s name.
3. Click Edit Portal Builder in the top-right corner.

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