Stax.ai, Inc

Learn how to report on the contacts assigned to your companies.

How To Report on Contacts Assigned to Your Companies

Learn how to drag and drop payroll files into CX for processing.

Drag and Drop Payroll Uploading

Export client, plan, and to do data directly to excel.

Exporting Data To Excel

Understand how to set up your census data collection and review projects for success.

Creating a Census Data Collection Project

Export pay data from individual reports or API connections.

Exporting Payroll Data For Specific Date Ranges

Use due dates to report on specific timelines and ensure your team works on what is priority.

Setting Task and Project Due Dates

Set up user groups to give your staff access to the right features at the right time.

Creating User Permission Groups

Remind your clients when tasks are nearing or past their due date.

Sending Client Task Reminders

Get ahead of census season and help your plan sponsors connect payroll.

Connecting Payroll Ahead of Census

Andrew Flowers

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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.

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

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

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

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