Account Administration

Whatfix Support requires your account name and account ID when you request help or feature enablement, such as Cohorts as Visibility Rules or additional themes. Find the name and unique ID of your Whatfix account using the dashboard. How do I...

The Whatfix account sign-up link is valid for only 24 hours after it is generated. It expires after this period for security reasons, ensuring that only authorized users can access the platform and preventing misuse of the link. Note: To...

As the Whatfix subscription nears its end, take a few key steps to ensure a smooth transition. This section outlines access, content retention, and renewal information. How To Manage Subscription Renewals To renew your subscription, contact your W...

Whatfix assigned usernames might not be unique. Edit and change them to something you would like to see when you log in. Your username appears next to your profile picture on the Whatfix dashboard. Use the following steps to update your user name,...

your title goes here Only an Account Manager can perform the following task. For more information about available roles, see Whatfix User Roles . Whatfix enables you to invite up to 5 users with a single request. To a...

Whatfix retains user data, repository content data, and analytics data, for 2 years post-termination of the contract. However, if a you want Whatfix to delete, update, or modify data at any time during the term of engagement or post-termination, rea...

Profile pictures help other people easily identify you as the user on the platform. You can see your profile picture on the top right corner of the application and under the Users tab. Use the following instructions to upload or edit your profil...

Note Only an Account Manager can perform the following task. For more information about available roles, see Whatfix User Roles . Use the following steps to change user permissions: On the Whatfix ...

All new Whatfix accounts are marked with the Trial badge on the Dashboard and Studio until you choose to convert to a fully paid account. All Whatfix features and capabilities vary compared to a fully paid account. Note ...