Where to start
Workspace → Solution Catalogue
Before you begin
Sign in to the correct company workspace with the required permissions. This walkthrough uses fictional training records. Complete passwords, verification and external provider authorisation privately.
Follow these steps
- The solution catalogue shows modules, integrations and requests. Review plan availability and connection requirements before requesting an addition.
Check the result
Review the available controls and verify any saved result in the relevant record or activity history. Availability follows your plan, enabled modules and permissions.
If something does not look right
If an option is unavailable, check the company, permissions, module availability and provider connection status. Do not repeat a send, payment or approval action until you have checked its recorded outcome.
Useful next steps
- Plan staff access without per-user charges
- Request a module around your workflow
- Plan a rollout your team can follow
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.