CX Portal Settings
Use CX Portal Settings to share or unshare individual content on your CX Portal. To see all shared content, or to share or unshare content in bulk, click CX Content Manager from the left-hand navigation.
To Share Content on Your CX Portal
- Add the content to Enablix. [Learn more]
- From the content's top toolbar, click CX Portal Settings and update any settings using the following tabs:
- Summary: See an overview of the content's current settings.
- Display: Change the content's title on the CX Portal and control download permissions.
- Access: If needed, limit which CX Accounts, CX Users, or segments can access the content.
- Recommendations: For a set time period, pin the content to the top of the CX Portal for CX Accounts and Users with access.
- Placements: Add the content directly to a CX Portal Section.
- Other: Set an expiration date for how long the content is available to CX Accounts and Users. Once expired, content is unshared, not deleted.
- When you're ready to make it live, toggle on Shared on CX Portal.
To unshare, toggle off Shared on CX Portal.
❓ Have multiple CX Portals? Content is shared with CX Accounts and Users, not with a specific CX Portal. Anyone with access can find it in whichever CX Portal they log in to, whether it's featured on the homepage or found through search.
Questions? Reach out to help@enablix.com.