Introduction

Getting started

Walkthrough Guides

CafeX Apps

Workflows

Using CafeX Collaborate App

Reporting

Managing CafeX

Integrating CafeX

Security

App Studio

App Studio Components

How-tos

Getting started

Signing up for CafeX

Modified on Thu, 15 May at 9:59 AM

To begin using CafeX, you'll need to create a tenant for your organization. This process involves providing information about your organization so that CafeX can administer the features and settings that are applicable to you.


Step 1: Connect with CafeX

Your CafeX account manager will guide you through the sign-up process. If you are unsure who your account manager is:

  1. Visit https://www.cafex.com.
  2. Click Schedule a Call.
  3. Select a suitable time to schedule a meeting with the CafeX Sales team.


Step 2: Tenant Creation

Once the initial information is collected:

  • CafeX creates a new tenancy for your organization.
  • You are made the tenant administrator, unless you are joining an existing tenancy. 


Step 3: Activate Your Account

After your tenancy is set up, you will receive an email that invites you to begin using CafeX. 


To activate your account, choose one of the following login options:

  • Email:Click Verify in the invitation email you receive.
  • External login providers:
    • Google
    • Microsoft
    • Apple


        Note: Login with Microsoft supports:

  • Azure AD work accounts
  • Azure AD personal accounts
  • Azure AD Connect
  • Windows Live


Important for Enterprise Administrators

If you are a system administrator for an enterprise:

  • Register your organization’s email domain with your CafeX account manager. 
  • When a user signs up with a matching email domain, CafeX adds them to your organization’s CafeX account automatically.

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