User
Package: BASIC
1. Login
After a new user has been created by the administrator, they automatically receive - provided the central mail server has been configured - an email containing their username, the password, the role, and the link to the brainX system.
If the automatic emails for new users have not been configured, the access data (username, password, and link to the brainX system) are provided by the brainX administrator.
As brainX is a browser-based application, a browser is opened to start it and the corresponding address (URL) is entered into the address bar.
After entering the address, the brainX login page appears as follows:
brainX login page
On first login, the password must be changed by the user in accordance with the policies.
2. My Preferences
In addition to the administrator, or users with administrative permissions, every brainX user can edit their personal data in the settings item “My Settings”.
To access the settings item "My Settings", move the mouse pointer over the username at the bottom left. A flyout menu opens with the following items:
- My Settings → Open the user settings
- Global Settings → Open the global settings, only available if the user has administrative permissions
- Update Information → Open the current update information
- Licence Terms → Display the “Licence Terms” popup (all licence details can be accessed via the “Licence Details” button)
- Help → Open the brainX online help at https://brainx-help.atlassian.net/
- Digital Assistant → Open the Digital Assistant (only available if the package Sales, Marketing, or Service has been booked)
- Log out → Log the user out of brainX
Navigation bar - User menu
The individual settings items are explained in detail in the section "My Settings". The “My Settings” area is divided into the following sections:
3. Setting Up an Email Account
To send emails from within brainX, at least one email account must be configured in the Email accounts module.
Further information on setting up a new email account can be found in the Email accounts section of the handbook.
4. Setting Up the Dashboard
The home page gives you a summarised overview of your most important data and information from brainX.
These are displayed in widgets, which can contain selected records (special list views of a module), graphics (charts), or country maps.
You can determine the number, content, and position of the widgets for your own home page.
For information on how to create widgets and configure the home page, please refer to the Home page section of the handbook.
5. Frequently Asked Questions
I did not receive an email with my access data. Why is that?
The automatic email with username, password, role, and link to the system is only sent if the central mail server is configured. If it is not, the brainX administrator provides the access data directly.
Do I have to change the password from the access email?
Yes. On first login, brainX prompts you to change it. The new password must comply with the security policies stored in the Global Settings.
Why don't I see the “Global Settings” item in the user menu?
This item is only visible to users with administrative permissions. Without these rights, the flyout menu contains all the other items but not this one.
Why is the “Digital Assistant” not displayed to me?
In the brainx CRM version, the Digital Assistant is tied to the booked packages and is only available if Sales, Marketing, or Service has been booked.
I cannot send emails from within brainX. What is missing?
To send, at least one email account must be configured in the Email accounts module. Without a configured email account, sending is not available.
Can I design my home page myself, or does the administrator define it?
Each user determines the number, content, and position of the widgets for their own home page themselves.