Before you can start working in CX, you need to access the platform using the login method your team administrator has configured. CX supports three authentication options — password, password plus MFA, and password-less — and some firms sign in through their own single sign-on provider instead.
Most TPAs handling sensitive client data, payroll information, and compliance documents use Password + MFA as their default.
Before You Begin
You'll need the invitation email sent by your team administrator. Check your inbox (and spam folder) for a message with your TPA firm's name and "Invitation" in the subject line.
If your team uses Password + MFA, have your authenticator app ready (Google Authenticator, Authy, or Microsoft Authenticator).
Use a modern browser — Chrome, Firefox, Edge, or Safari. CX is not optimized for Internet Explorer.
Steps
Open the invitation email and click Create Your Account.
Enter your full name, then create and confirm a password. The requirements are listed on screen and light up as you meet them.
Click Create Account.
You should now see: a confirmation screen and a prompt to log in with your new credentials.
Go to cx.stax.ai.
Enter your email address.
Complete the sign-in step CX shows you — usually your password. What comes next depends on your team's login method; the sections below cover each one.
If you belong to more than one organization, choose the one you want to work in. You'll only see this step if it applies to you, and it comes after you've signed in.
Password Only
You'll go directly to your dashboard. This is the simplest option but offers the least protection. It's suitable only if your organization has minimal security requirements.
Password + MFA (Recommended)
After entering your password, you'll see a prompt for a verification code.
Open your authenticator app and find the 6-digit code for Stax.ai.
Enter the code and click Verify.
Tip: If this is your first login with MFA, you'll be asked to scan a QR code with your authenticator app. Keep a screenshot of the QR code in a secure location in case you need to re-register your device.
Password-less
Enter your email address on the login page.
Check your inbox for a secure sign-in link from Stax.ai.
Click the link. It will log you in directly — no password needed.
Important: Password-less sign-in links expire after 15 minutes. If the link has expired, return to the login page and request a new one. Stax.ai will ONLY send emails from [email protected]. Do not click links from any other address.
What Success Looks Like
After completing these steps, you'll land on your CX dashboard. You should see your name in the top-right corner and, depending on your permissions, a view of your assigned tasks, recent activity, and company health indicators.
Troubleshooting
I didn't receive an invitation email. Ask your team administrator to resend the invitation from the team settings area. Check your spam or junk folder — invite and password-reset emails will ONLY be sent from [email protected]. Always verify this address before clicking any links in your email.
If you have questions about if an email you received is legitimate, please contact your administrator or [email protected].
My password isn't accepted. Passwords are case-sensitive. If you've forgotten it, click "Forgot Password" on the login page to receive a reset link. The reset link expires after 1 hour and takes you straight into setting a new password.
My MFA code isn't working. Authenticator codes refresh every 30 seconds. Make sure the code hasn't expired before entering it. If your device's clock is out of sync, the codes won't match — check your phone's time settings and enable automatic time sync.
I'm being asked for a code sent to my email. This happens when you sign in from a place CX hasn't seen you before — travelling, a new office, or a VPN can all cause it. Enter the one-time code from your email to continue. See Login Troubleshooting (MFA and Access Issues) for more.
I can't see anything after logging in. Your administrator may not have assigned you to any companies yet. Contact your team admin and ask them to verify your role and company assignments.
Related Articles
Login Options to CX — compare login methods, including single sign-on
Login Troubleshooting (MFA and Access Issues) — fixes for codes, links, and lockouts
Setting Up Your Profile and Preferences — configure your display name, photo, and notification settings
Getting Started Troubleshooting and FAQ — solutions for common login and access issues