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Getting Started

CX PLATFORM

Getting Started - Platform Configuration

Platform Configuration is where you get the essentials in place — domains, categories, branding, landing pages — one consistent setup that every Application draws from. Typically we'll configure this for you during your dedicated onboarding; here's how it all comes together.

BROWSE THE GUIDES

Introduction to CX Platform

Learn core modules, navigation, and dashboard basics.

1

Getting started with CX Platform

2

Understanding Core Modules

3

Available Add-On Modules

4

Navigating your Workspace

5

Using Filters in CX Platform

Platform Configuration

Configure domains, categories, branding and landing page settings.

1

Configuring Platform Domains

2

Configuring Branding and CSS Settings for Modules

3

Create a Global Authentication Landing Page

4

Create a Global Landing Page for Archived or Expired Content

5

Create a Global Unsubscribe Page

1

Requesting a New Tenant

2

Configuring System Categories

3

Clearing the System Cache

Channel Configuration

Set up and manage your email and SMS channels.

1

Managing Email Sending Domains

2

Configuring SPF, DKIM, and DMARC

3

Managing Mobile Numbers and SMS Sender IDs

Access and Authentication

Manage users, authentication, security, and environment access.

1

Adding and Removing Users

2

Understanding and Configuring User Permissions

3

Resetting User Passwords

4

Auditing Login Activity

1

Supported Authentication Standards

2

Enabling and Resetting Two-Factor Authentication (2FA)

3

Setting Up Single Sign-On (SSO)

4

Testing and Troubleshooting SSO

1

Security Best Practices

2

Setting up IP Restrictions

3

Configuring Data Retention and Archival Rules

1

Understanding Environment Configuration Differences

2

Using Auth for Environment Access

3

Environment URLs and Credentials