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Client Dashboard Guide

The MX Client Dashboard is a portal that provides a number of features to help you manage your integration with MX products. We've provided a guide to help you learn more about available functionality.

When you first login to the dashboard, your account details are displayed. From this page you can view:

  • View, copy, and rotate development API keys
  • View, copy, and rotate production API Keys
  • Add team members

home page view

To add new team members:

  1. On the Home page, select the Add Team Members button or select Team members from the left-hand navigation. A list of team members appears.
  2. Select the + Add Team Members link at the top right. The Add team member window appears.
  3. Add the team member's:
    • First Name
    • Last Name
    • Email
    • Role

You can also select the ... button in the Actions column to Edit or Delete an existing team member.

Roadmap​

You can review our product roadmap to learn more about features we've released and features we plan to release. Select the Roadmap link to view an embedded, interactive roadmap.

Resources​

Access Security, Compliance, and Due Diligence documents securely directly from the Dashboard by selecting the Resources link from the left-hand navigation. This section includes Due Diligence, Policies, and Whitepapers. Select the Download Document link to download.

Resetting Your Client Dashboard Password​

It is good practice to occasionally reset passwords used in MX Client Dashboard. To change the password, navigate to the login page and follow the steps below.

  1. On the Client Dashboard sign in screen, Select Forgot your password?.
  2. Enter your email address, then select Request New Password. An email will be sent to the email address provided.
  3. Find and open the email we sent. In the email, select Change my password. You will be taken to a new webpage where you will be prompted to change your password.
  4. Enter your new password in the New Password field.
  5. Enter your password again in the Confirm New Password field, then select Change My Password. If your password was successfully changed, you will be redirected back to the login page.
  6. Enter your email address, then select Request New Password. An email will be sent to the email address provided.
  7. Find and open the email we sent. In the email, select Change my password. You will be taken to a new webpage where you will be prompted to change your password.
  8. Enter your new password in the New Password field.
  9. Enter your password again in the Confirm New Password field, then select Change My Password. If your password was successfully changed, you will be redirected back to the login page.
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