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Applies to: Cloud & Self-Hosted

Audience: All Users

Introduction

Welcome to the Axero documentation hub. This page organizes all product documentation by category to help you find guides, references, and walkthroughs. Whether you are setting up integrations, customizing your platform, or training your team, start here.

New to Axero? Start with Getting Started for a guided onboarding path through the Intro Video, Quick Start Guide, and Launch Guide.

What's New: See New Enhancements for the latest platform enhancements and feature releases.

Overview

Getting Started

New to the platform? Follow this recommended path to get up and running.

Resource Audience Description
Getting Started Admins Recommended starting point for new administrators. Covers the Intro Video, Quick Start Guide, and Launch Guide.
Quick Start Guide Admins Get a basic platform running quickly with the essential setup steps.
Launch Guide Admins Comprehensive walkthrough of the five launch phases: Setup, Content, Customize, Users, and Launch.
User Welcome Guide All Users A guide you can share with end users to help them get oriented on the platform.
Search All Users Find content, people, and spaces across your platform using search.

Platform Setup

Configure your platform's global settings, email, domain, notifications, and system behavior.

Site Configuration

Resource Audience Description
Settings & Configurations Admins Navigate the Settings panel and understand each configuration area.
Site Settings Admins Set your site name, default language, time zone, and platform appearance.
Domain Configuration Admins Configure custom domains, DNS records, and SSL for your platform.
SSL Certificate Renewals Admins Renew SSL certificates for your cloud-hosted platform.
Localization Settings Admins Configure language, date formats, and regional settings for your platform.
System Properties Admins Advanced key-value settings that control platform behavior.
SEO Settings Admins Optimize your platform for search engines with meta tags, sitemaps, and URL settings.
URL Mapper Admins Redirect old URLs to new locations with the URL Mapper.

Email and Notifications

Resource Audience Description
Email Configuration Overview Admins Configure SMTP, sender domains, and platform-wide email delivery.
Add Email Template Admins Create and customize the HTML templates used for notification emails.
Activity Emails Admins Enable and schedule space-level digest emails summarizing recent activity.
Weekly Digest Admins Configure the platform-wide weekly digest with curated content highlights.
User Preferences All Users Configure personal notification and email preferences.

Identity and Access

Configure how users sign in, how accounts are provisioned, and what users can access.

Single Sign-On (SSO)

Resource Audience Description
Single Sign-On (SSO) Admins Overview of supported SSO methods and authentication options.
Setup Guide: Entra ID SAML SSO Admins Configure SAML-based single sign-on with Microsoft Entra ID.
Setup Guide: Okta SAML SSO Admins Configure SAML-based single sign-on with Okta.
Setup Guide: OneLogin SAML SSO Admins Configure SAML-based single sign-on with OneLogin.
Auth0 SSO Admins Configure single sign-on with Auth0.
Salesforce SSO Admins Configure single sign-on with Salesforce.
SAML 2.0 SSO Admins General SAML 2.0 SSO configuration for any compatible identity provider.
SHA-256 for Enhanced SSO Security Admins Upgrade from SHA-1 to SHA-256 for enhanced SSO security.
Two-Factor Authentication All Users Enable two-factor authentication for additional account security.

User Provisioning (SCIM)

Resource Audience Description
Setup Guide: Entra ID SCIM Provisioning Admins Automate user provisioning and deprovisioning with Entra ID SCIM.
Setup Guide: Okta SCIM Provisioning Admins Automate user provisioning and deprovisioning with Okta SCIM.
Setup Guide: OneLogin SCIM Provisioning Admins Automate user provisioning and deprovisioning with OneLogin SCIM.

Permissions and Security

Resource Audience Description
User Permissions Admins Configure user-level permissions for content and features.
System Permissions Admins Configure system-level permissions for platform administration.
Site Security Best Practices Admins Overview of platform security features, certifications, and infrastructure.
Content Security Policy (CSP) Admins Configure Content Security Policy headers to protect against cross-site scripting.

Compliance

Resource Audience Description
508 Compliance Admins Axero's compliance with Section 508 accessibility standards.
ADA Compliance Admins Axero's compliance with ADA accessibility requirements.
WCAG Compliance Admins Axero's compliance with WCAG accessibility guidelines.

Spaces and Content

Organize your platform with spaces and create content using articles, blogs, wikis, discussions, events, files, and more.

Resource Audience Description
Spaces All Users Create and manage virtual workspaces for teams, projects, and departments.
Workflows Admins Set up content moderation workflows with sequential approval steps.
Content Lifecycle All Users Understand content states from draft through publication, approval, and expiration.
Cases All Users Send time-sensitive announcements that are pushed to all users.
Files All Users Create scheduled events with RSVPs and calendar integration.
Form Builder All Users Build custom forms for data collection, requests, and submissions.
Manage Space: Ideas Admins Assign content as required reading with tracking and compliance reporting.
Content Translation Admins Translate content with dynamic translation or curated language versions.
Content Expiration All Users Set expiration dates on content and manage expired items.
Tags All Users Organize and classify content with tags for search and filtering.
Tag Groups Admins Group tags into categories for structured content taxonomy.
Share All Users Share content with other users via email, social media, or direct link.

Page Builder and Design

Design responsive homepages, landing pages, and dashboards with Page Builder. Customize your platform's look and feel.

Resource Audience Description
Page Builder Admins Overview of the drag-and-drop page building tool, including mobile app support and CSS overrides.
Create Page Builder Page Admins Create a new Page Builder page and configure its settings.
Page Builder Widgets Admins Browse all available widgets and learn what each one does.
Page Builder Widget Templates Admins Use pre-built page templates to get started quickly.
Homepage Ideas Admins Sample designs and inspiration for homepages and space pages.
Design Resources Admins Match your platform to your company's brand with Page Builder, CSS Overrides, and the header builder.
Rich Text Editor All Users Create and format content using the built-in rich text editor.

People and Recognition

Manage users, customize profiles, configure recognition programs, and connect with colleagues.

Resource Audience Description
Manage People Admins Add, edit, deactivate, and manage user accounts on your platform.
User Profiles Admins Customize user profile pages with fields, sections, and templates.
Roles Admins Create and manage user roles for organizing permissions and workflows.
User Space Assignment Rules Admins Automatically assign users to spaces based on profile attributes.
Admins Set up gamification with badges, challenges, and recognition programs.
Start Conversation All Users Send direct messages to individuals or groups with real-time conversation.
@Mentions All Users Reference people and content anywhere in the platform with @mentions.

Analytics

Track platform engagement, content performance, and user activity with built-in analytics.

Resource Audience Description
Analytics Admins Overview of the Analytics suite and how to access reports.
Analytics: Home / Overview Admins High-level platform traffic and engagement metrics.
Analytics: Content Admins Content engagement metrics including views, likes, comments, and required reading.
Analytics: Users Admins User activity trends, demographics, and engagement data.
Analytics: Search Admins Search terms, keywords, and click-through rates.
Analytics: Recognition Admins Badge, challenge, and recognition program analytics.
Analytics: Space Space Admins Space-level analytics for traffic and activity within individual spaces.

Integrations

Connect Axero with your existing tools and services. See 3rd Party Integrations for a full directory of available integrations.

Microsoft

Integration Audience Description
Outlook Calendar Sync Administrator Setup Admins Sync Outlook contacts with your Axero platform (administrator setup).
Outlook Calendar Sync User Setup All Users Connect your Outlook account with Axero (user setup).
SharePoint and OneDrive Sync Administrator Setup Admins Sync files between SharePoint/OneDrive and Axero (administrator setup).
SharePoint and OneDrive Sync User Setup All Users Connect your SharePoint/OneDrive account with Axero (user setup).
Outlook Calendar Sync All Users Sync Axero events with your Outlook 365 calendar.

Google

Integration Audience Description
Google Cloud Translation Integration Administrator Setup Admins Set up Google Cloud Translation for dynamic content translation.
Dropbox Integration Administrator Setup Admins Sync files between Google Drive and Axero (administrator setup).
Update Google Doc All Users Edit and update Google Docs linked to Axero files.

Collaboration and Productivity

Integration Audience Description
Slack Administration Setup Admins Connect Axero notifications and activity with Slack channels.
ServiceNow Integration Administrator Setup Admins Integrate Axero with ServiceNow for incident management.
Zoom Integration Administrator Setup Admins Enable Zoom meetings directly from within Axero.
Splunk Integration Setup Admins Forward Axero platform logs to Splunk for centralized monitoring.
Twilio Integration (SMS Broadcasting) Admins Send broadcast notifications via SMS using Twilio.
Vimeo Integration Admins Embed and manage Vimeo videos in your platform.
Unsplash Integration Administrator Setup Admins Access Unsplash stock photos directly from the Axero editor.

Mobile App

Extend your platform to mobile devices with native iOS and Android apps.

Resource Audience Description
Mobile Apps All Users Download and set up the Axero mobile app for iOS and Android.
White-Label Mobile Apps Admins Publish a custom-branded mobile app to the App Store and Google Play.
Send a Test Push Notification Admins Test push notification delivery to mobile devices.

AI Features

Enhance productivity with AI-powered tools built into the platform.

Resource Audience Description
Axero AI-Powered Assistants All Users Overview of Axero Copilot and AI Assistant for Content Editors (Enterprise tier).
Axero Copilot All Users AI-powered chatbot that searches and analyzes your platform content to answer questions in natural language.
Axero Copilot Manager Admins Configure Copilot profiles, branding, suggested questions, and knowledge access controls.
Axero Copilot End-User Experience All Users How end users interact with Axero Copilot, including chat, @mentions, and feedback.
Axero Copilot Analytics Admins Review Copilot usage analytics, session details, and user feedback to optimize performance.
AI Assistant for Content Editors All Users Use AI to improve, simplify, expand, summarize, and transform content while editing.

Developer and API

Build custom integrations and extend the platform with the Axero REST API, webhooks, and template syntax.

Resource Audience Description
Using the REST API Developers Get started with the Axero REST API for custom integrations and automation.
Transitioning to Bearer Tokens Developers Migrate from legacy authentication to Bearer token-based API access.
Webhooks Developers Configure webhooks to send real-time event data to external systems.
Page Builder Template Language Syntax Developers Reference for Handlebars-based template syntax used in Page Builder widget templates.

Self-Hosted Deployments

Guides for organizations running Axero on their own infrastructure.

Resource Audience Description
Self-Hosted Site Management Guide Admins Comprehensive guide for managing self-hosted Axero environments.
On-Premises Additional Instances Admins Set up additional instances for development, staging, or testing.
How to Open Required Ports Admins Network ports required for self-hosted Axero installations.

Training and Support

Access training resources, request consulting, and get help from the Axero team. See Training & Consulting for available training and consulting services.

We are always working to improve our documentation. If you encounter an issue not covered here, or if a step could be clearer, let us know through a Support Case so we can help you and improve this guide for everyone.

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