What is the invite setting option?

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• Can I change the template on the automated invite email?

  Yes. ✉️ How to Customize the Automated Invite Email Template ? Go to User Settings ? Set the option to Internal Invite ✏️ Click the “Edit Invite Template” button ?️ Customize the email template as desired Quick guide: ...

• Why is setting up conversion code important?

  You can track the leads generated by the content shared via Socxo, using the Conversion Code.

• Can I move a mandatory category to option category and vice versa?

  Yes, you can move a mandatory category to optional and vice versa. ⚙️ Click on the Settings menu from the side-bar ?️ Select the Categories tab ? Locate the category you want to update ✏️ Click the Edit button next to the category’s name ? In the ...

• What are the steps to add/invite users to the platform?

  ➕ How to Add New Users in Socxo Admin Portal ? Log in to the Socxo Admin Portal ? Click on User in the left pane ➕ Click the “+ New User” button at the top-right Bulk User Upload via CSV A pop-up will open allowing you to: ? Upload a .csv file (up ...

• How can I moderate user functions like content suggestion, comment, select admin, direct sharing, and invite other users?

  ⚙️ How to Manage Advocate User Rights in Socxo Admin Portal ? Log in to the Socxo Admin Portal ⚙️ Click on Settings in the left pane ? Click on the Users tab at the top ? In the User Roles box, select Advocates ▼ Under the expanded Content ...