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Manage Extensions on the Whatfix dashboard
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Manage Extensions on the Whatfix dashboard

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Important
  • If you are unsure about using extensions, write to support@whatfix.com to see if this is the right choice of deployment for you.
  • The Integration tab on the dashboard is not displayed once extensions are enabled.

You can use Whatfix extensions for your end-user when you don't have access to the application code. Extensions make it possible to display Whatfix content as an overlay on your application.
To create the extensions, you need to be an account manager. You can generate extensions across different browsers, from within the dashboard.

Only Account Managers can manage Extensions. For more information about editing roles and permissions, see Editing roles of existing users
Contact support@whatfix.com in case you face challenges when assigning roles.

To set up the Manage Extensions page

  1. Navigate to the Whatfix Dashboard.

    gotoDashboard%20%281%291.png

  2. Click the Settings icon. 

    settings_icon11.png

  3. Click Manage Extensions

    manage_extensions.png

  4. Complete information on the form to generate an extension using details below. The following fields need to be filled to create the extension:
    • Extension Name - Provide a name for your extension. A best practice is to use 'Whatfix for <Enterprise/Application name>. Eg: Whatfix For Salesforce Lightning . An extension name is mandatory and cannot blank. 
    • Extension Name - Provide a name for your extension. A best practice is to use 'Whatfix for <Enterprise/Application name>. Eg: Whatfix For Salesforce Lightning . An extension name is mandatory and cannot blank. 
    • Extension Description - Provide a short  description of the extension. This is an optional step. Eg: Whatfix provides in-app interactive guides and walkthroughs to Ease User Onboarding, Reduce Training, and Improve Support.
    • Extension Icon - You can customize the extension with a logo of your own by using the  Choose button. The icon you upload is what your users will see once they have downloaded the extension on their browsers.
    • Browsers - Choose all the browsers you want to build the extension for.

    Click the corresponding link below to see more information about each browser extension.

    1. Chrome

      • The Chrome browser is selected as the default browser.
      • The first time you generate the extension, there's a Generate button. Subsequently, you can see an Update button
      • Content may take up to 24 hours before it gets approved by the Chrome Store
      • Once generated, click the link to see the URL. The Extension ID is the last part of the URL. This ID by your IT team during mass deployments of the extension
      • If the Chrome store takes more than 24 hours to approve your extension, Whatfix notifies you with a failure email. Contact support to review the issue and help resolve it.

      Firefox

      • The first time you generate the extension, there's a Generate button. Subsequently, it is replaced by the Update button.
      • Click the Generate or Update button to download it. The downloaded file is used by your IT team to deploy the extension on end-user browsers. This is done only once - the first time the extension is deployed
      • The extension gets updated in a few minutes time. There is no approval process for Firefox extensions

      IE

      • The first time you generate the extension, there's a Generate button that you can use to get an installer file for the extension. Your IT team can use this file to install the extension on all end-user browsers
      • Subsequently, for each update, IE users see only an Update button.
      • Clicking the Update button ensures that it updates all the content on all end-user browsers

      Edge

      • Whatfix support can help you generate the extension the first time. Your IT team can use this file to install the extension on all end-user browsers
      • Subsequently, each time you have content updates, click the Update button
      • Clicking the Update button ensures that it updates all the content on all end-user browsers

      Safari

      • If you use the Safari browser, contact support@whatfix.com to generate and enable extensions on this browser.

    • Existing users see a Regenerate button. Existing users continue to download zip files and upload it to the Chrome store like before. To switch over to the new one-click process, write to support@whatfix.com for details.
    • If the Extension is disabled, then even though the extension appears on the end-users' browser, Whatfix content is not displayed.

      manage_extension_screen.png

      The system sends an email that includes a link to download the respective extension file to the registered email associated with the account. The last generated version information is also displayed (only for all extensions that were updated).

    Depending on the browser that your users are using, the following timelies may be applicable when you generate and publish browser extensions

    Browser Time
    Google Chrome Generates in 10 minutes. Takes 48-72 hrs to get approved
    Firefox 10 minutes. No approval time
    Internet Explorer 10 minutes. No approval time
    Edge 48 -72 hours
    Safari 48 -72 hours
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