Stax.ai, Inc

Control and group user permissions inside CX

Users and Groups Overview

Inviting New Users

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

User Permissions

Configure your account settings like profile picture, name, and phone number.

Your Profile Settings

Learn how to configure team wide plan administration settings.

Plan Admin Settings

Learn about advanced security controls and team settings.

Advanced Settings

Learn how to ensure that all relevant contacts get task reminders.

Adding Multiple Recipients to Client Reminders

How to change your password in the Stax.ai CX platform

Updating your Password in CX

Understand your login method options to securely access CX.

Login Options to CX

Learn how to set up consistent folder structures for every new client.

Template Client File Directories

Andrew Flowers

Kayla

Learn more about setting up your profile and configuring settings.

Settings

Create a custom design with text, images, and links

Changelog

Privacy Policy

Legal

Company

Trust Accounting

CX Platform

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