Getting Started with INTREXXperience

Your login credentials include the URL of your portal, the portal name, your username for the portal, and the corresponding password.

Enter the URL of your portal into your browser's address bar and press ENTER.

The login page for your portal will appear.

Three users with different permissions

You can log in to the portal using three different user accounts, each with different permissions.

For more information about the various user roles, see the section " Roles and Permissions for Application Templates."

In the login dialog, click the user you want to use to log in to the portal.

Enter the password. All users have the same password. You'll find this in the email containing your login information.

Click "Sign In."

The INTREXXperience portal's home page is displayed. Here you'll find all the preinstalled apps.

All preinstalled apps are displayed on the home page of the INTREXXperience portal.

Click on one of the tiles.

The corresponding app will launch.

Depending on your user role, you now have access to different menu items or features within the app.

You can find an overview of all Intrexx Online application templates available to you in Intrexx on the following page: Templates and Solutions

Using the Intrexx Portal Manager, you can add additional apps to your portal. For detailed instructions on how to do this, see the section titled " Import Online Application Templates."

When you click the "Portal Page" menu item, a typical portal page will be displayed. A page like this can serve as the home page for your portal. What is displayed on the page can be customized for each user.

You can customize the portal page. You can, among other things, specify which apps should be displayed on the portal page. Since the portal page is based on a grid structure, you can also specify where on the portal page the app should be placed.

1. Click the arrow icon on the right side of the browser window.

   

   The page for customizing the portal page is displayed.

2. Drag a portlet (app) from the left pane to a designated spot in the right pane.

   

3. Click Save.

4. Click Close.

   The app is now displayed on the portal page. (In the example shown, the "Notes" app was added.)

   

More Information

Portlets

Example - Quick Links

Quick Links

You can switch between "Light Layout" and "Dark Layout."

To do this, click the " " icon or the " " icon.

Alternatively, you can switch between layouts via the " " menu.

Light Layout

Dark Layout - Apps

Dark Layout - News App

1. Launch the News app.

2. Click on the "Editorial" menu item.

3. Click NEW.

   

   The dialog box for entering news is displayed.

   

4. Enter the required information.

5. Click SAVE.

   The newly created news item will be displayed in the news overview.

6. Click on the "News" menu item.

   The newly created news item will be displayed there as well.

More Information

• Roles and Permissions for Application Templates

• Multilingualism

• News

To edit your portal using Portal Manager, you must first download it.

1. To do this, launch your INTREXXperience portal in your browser.

   

2. Log in to your portal.

3. Open the " " menu.

   

4. Click the "Intrexx Portal Manager" menu item.

   The Portal Manager is downloading.

Alternative Download Options

Alternatively, you can also download the Portal Manager from the following locations:

Intrexx Support Center

You can download the Portal Manager from the Intrexx Support Center under "Intrexx Downloads > Portal Manager."

Online Help

You can also download the Portal Manager directly from the online help here.

The Portal Manager does not require installation. You can simply launch it by double-clicking the "IX‑Manager.exe" file.

1. Open the folder where you downloaded Portal Manager.

2. Unzip the ZIP file.

3. Navigate to the "intrexx-manager" directory.

4. Double-click the "IX‑Manager.exe" file.

   The Intrexx Portal Manager is launched.

   

1. Start the Portal Manager.

   

2. Enter the portal name provided in your login credentials.

3. Click Connect.

   The login dialog box appears.

   

4. Enter the login information you received in your account details.

   (No entry is required in the "Domain" field.)

5. Click Finish.

   The Portal Manager is displayed with all modules and features.

   

   You have logged in to your portal (or Portal Manager) and can now use the corresponding features.

More Information

Getting Started with Portal Manager

You'll find a tutorial for each app on the INTREXXperience portal. The tutorials provide examples of how you can use Portal Manager to make adjustments to the respective app.

You'll find the tutorial at the bottom of the browser window.

Click the arrow icon.

Instructions and links for customizing the app are displayed.

You can start the tutorial by clicking the corresponding link.

While viewing the tutorial, you can make adjustments to the portal using the Portal Manager.

INTREXX GmbH offers numerous other apps in addition to those (preinstalled) in the INTREXXperience portal. You can import these into the INTREXXperience portal and then use them.

The following section describes how to import the "Resources" app into your portal.

Using the "Resources" app, portal users with the appropriate permissions (the "User" role) can book or reserve resources such as meeting rooms or company vehicles.

Step-by-Step

To import the "Resources" app, follow these steps:

1. Launch the "Applications" module.

2. The "Applications" ("Application Manager") dialog box appears.

3. Click the "Templates" menu item.

   The online application templates are displayed in the right-hand pane of the dialog box.

4. Scroll to the "Resource" app.

   

5. Click "Import" to the right of the "Resource" app.

   The import process is starting.

   

6. Click "Next."

   

7. Click "Import."

   

8. (Optional) Select the "Edit menu structure after import" checkbox if you want to edit the placement of the new application in the next dialog box.

9. Click "Finish."

   In the standard system, a newly created application is placed under the "System" menu item.

   You will be taken to the Application Designer home page.

   

   You can now edit the application.

More Information

Applications

Tutorial

Create an Application