Subscription getting started

Describe how to set the subscription

User access system

  1. Go to https://erxes.io/create
  2. Insert an email address and click on the Sign Up button.
  3. On the next page, enter your company name, which becomes your subdomain title.
  4. The next page is your erxes dashboard with the subdomain address as “xxx.app.erxes.io
  5. Meanwhile, open your email and follow the email confirmation instructions.
  6. Back at your erxes dashboard click on Get Started of the erxes Bot (in the right bottom corner) to enter your full name and set your username and password. Click save.
  7. Pick which setup to start first by choosing at least two features from the options and click Finish.
  8. Follow the Bots instructions or go straight to the Help, Settings sections on the top left corner.


Signing in

To sign in, navigate to the erxes sign-in page. If you don't have account? Create a new one from https://erxes.io.

Email Address or Username Sign In

When enabled by your System Admin, you can sign in with the username or email address used to create your account.

  1. Insert an email address or username
  2. Insert password
  3. Click Sign in button to sign in
  4. If you have forgotten your password, you can reset it by clicking Forgot password?
  5. Insert an email address that used to create your account.
  6. By clicking Email me the instruction, we sent an email reset password link to your email address.

Initial Setup

Create Brand

  1. Insert your Brand Name
  2. Click Next to confirm

Invite your team member

  1. Insert your team members email address
  2. Click Save to confirm
  3. Click Invite to send invitation email

Create Messenger

  1. Insert your Messenger name
  2. Choose your messenger language
  3. Choose your Brand
  4. Click Next for confirmation

Create Channel

  1. Insert your Messenger name
  2. Choose your messenger language
  3. Choose your Brand
  4. Click Next to finish Initial Setup

Save Your Account

  • Click “Save Your Account” on the top right corner of the page To save your account click here.

  1. Insert your Full Name
  2. Insert your Email Address
  3. Create your Password

Insert your Full Name Insert your Email Address Create your Password


My Profile

Create your profile

  1. Click on the right top corner of the page
  2. Select View Profile
  3. Create/Edit your profile information

  1. Upload your Profile Photo
  2. Insert your Full Name
  3. Insert your Username
  4. Insert your Short Name
  5. Insert your Position
  6. Insert your Email Address
  7. Choose your Location
  8. Insert your short bio Description
  9. Link your Social Accounts
  10. Save your profile information

By filling out your information accurately, it will appear on the widget section on the website


Pricing

  • General Settings -> Organization Settings

  1. Choose your Plan
  2. Choose your Team size
  3. Total Payment & Expiry Date
  4. Click Pay Now
  5. Double check your Total Amount
  6. Click Purchase
  7. Insert Cardholder’s information
  8. Click Pay

Sign out

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  1. You can sign out from the Main Menu, which is accessed by clicking the profile image in the top header on the right side of the screen.
  2. Clicking Sign out logs you out of all teams on the server.
Last updated on by Jason-2020