Permissions and ownership settings are critical to ensuring the security of your server, so it’s important to get them right! If your files don’t have the appropriate permissions in place, it’s easier for hackers to intrude on your files and gain access to your Adaptix account. Setting your file permissions […]
Adding and deleting account users
To add/delete account users in your Adaptix account, open up settings by clicking the gear icon at the top right corner of the page. Click on “User Management”. Here you will see a overview of all the current users within your Adaptix account. You can see their name, username, role, […]
Resetting Adaptix account passwords
If you wish to change your Adaptix account password follow the steps listed below: Go to your user profile settings by clicking on your username in the top right corner of the page and clicking “Account” You will then be navigated to your profile where you can see your Username, […]
Notifications
In your Adaptix account you will notice a bell icon at the top of the page. This is where your account notifications will appear. You can see Adaptix updates, account updates and etc. To view your Notifications, click on the bell icon.
How to change the date and time format in your Adaptix account
You can change the default date & time format in your Adaptix account by opening up the “Configurations” settings. Click on “System Settings” and scroll down to the “System Defaults” section You will see multiple date & time formats you can modify Default format for full dates Default format for […]
How to change the language setting in your Adaptix account
You are able to change the default language in your Adaptix account by opening up the “Configurations” settings. Click on “System Settings” and scroll down to the “System Defaults” section Under “Default Language”- click on the drop down menu Select the Language you want as your default Click “Save & […]
How to update the timezone in your Adaptix account
To update the Timezone: In your Adaptix account click the settings icon located in the top right corner. Open up the “Configuration” settings Click the “System Settings” tab Under “System Defaults” you can change the timezone in your account. Under “Default timezone” click the drop down bar to open up […]
Use Required Fields in Adaptix
A required field is a field or question that must be answered or filled out in your Adaptix account. Required fields must include a value in order to update, create , or store a record in your Adaptix account. Creating required fields can allow you to collect more information that […]
About the Adaptix Marketing Dashboard
The Adaptix Dashboard is a high-level representation of Contact data, Campaigns, and activities. You can create a highly personalized dashboard based on the information that you want to track. The dashboard contains performance metrics to measure the efficiency of your marketing strategy. All the widgets will display data in the […]
How do I add a dropdown field to my form?
To add a dropdown field to your Adaptix form, open up an existing form or create a new one Click on the “Fields” tab Click on the “Add a new field” bar, you will be presented a list of fields that can be added to your form. Select “List – […]
