Stax.ai, Inc

Users &amp; Groups is the control center for team access in Stax.ai CX. It's where admins invite people, organize them by job function, and more.

Users and Groups Overview

Inviting users through Users &amp; Groups is the fastest way to bring new team members into Stax.ai CX while keeping access secure and organized.

Inviting New Users

Permission groups let you assign access by role instead of managing permissions user by user. Everyone in a group inherits the group's permi

Creating User Permission Groups

Change your CX password from My Account. You'll need your current password to set a new one. Plus what to do if you're locked out.

Updating Your Password

Advanced Settings is where admins control team-wide behavior in Stax.ai CX: how your team logs in, how client folders are created and more.

Advanced Settings

Configure permissions to give your team the right access across projects, clients, and files.

User Permissions

Learn how to configure team wide plan administration settings.

Plan Admin Settings

Compare the ways your team can sign in to CX — password, password plus MFA, password-less, and SAML single sign-on — and pick the right one for your firm.

Login Options to CX

Build defaults for your table views in CX.

Setting Default Table Columns for Your Team

Andrew Flowers

Configure settings for your account and organization.

Settings

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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