Previewing and Accessing CX Portals
See how your CX Portal looks to a specific CX User, and learn how your customers and partners access it.
ℹ️ Because CX is highly customizable, your setup may look different from what’s shown in these articles. To learn more about your setup or make changes, contact your Enablix CSM or help@enablix.com.
Previewing a CX Portal (for your team)
Your team previews CX Portals in Enablix. Since CX Portals can be personalized by account and user, you always preview them as a specific CX User. You can preview from either place:
From CX Portals:
- Click CX Portals in the navigation bar on the left.
- On the CX Portals tab, click the eye icon to the far right of the CX Portal.
- Select the CX Account and CX User you want to preview as.
From CX Accounts:
- Click CX Accounts in the navigation bar on the left.
- On the Accounts or Users tab, click the eye icon to the far right of the account or user you want to preview as.
- If you’re previewing from the Accounts tab, select the CX User you want to preview as when prompted.
💡 Since you can only preview as a CX User, add a test user to any account that doesn’t have users yet, then preview as that user.
Accessing a CX Portal (for customers and partners)
How your customers and partners access your CX Portal depends on your setup:
- Standalone: They sign in through a white-labeled URL.
- Embedded: They sign in through the app your CX Portal is embedded in, like your customer app.
Sign-in methods also vary by setup and can include email and password, a one-time password, or SSO. If self-registration is turned on, CX Users can also sign up on their own instead of being added by your team.
We’re here to help. Contact help@enablix.com anytime.