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Step 02

Platform Access

Let’s get you logged in and ready to explore!
Once the infrastructure set upis complete the next step is to configure your Connect+ Platform accounts for each environment — UAT, Pre-Production, and Production.
Your dedicated Perx Technical Project Manager (TPM) will handle the dashboard setup and share access details with your team.

Here's what to expect in each environment:

UAT (User Acceptance Testing)

  • All features — including Out-of-the-Box (OOTB), Advanced, and Add-on modules — will be enabled.
  • This includes both subscribed (contracted) and non-subscribed features. You can freely test and explore the platform’s full capabilities, including new feature releases.

Pre-Production

  • Mirrors UAT in terms of feature access: full access to OOTB, Advanced, and Add-on features (both subscribed and non-subscribed). in your contract (subscribed) will be enabled.
  • Use this environment to test how your use cases and journeys will appear to end users before going live.

Production:

  • Only features included in your contract (subscribed) will be enabled.
  • Any advanced or add-on modules not subscribed will be disabled.
  • This is your live environment — visible to your end users.
As part of the access setup, a default “Tenant Admin” user will be created for your team, giving full administrative access. Additional users and roles can be configured later via the Roles & Access Groups sectionunder the platform’s Settings module. More on this in the next section.

Your TPM will also share the following:

  • API Credentials
  • API Host Details
  • API Documentation (CLICK HERE)
Once received, your technical team will need to configure the APIs in tools like Postman. To refer API setup in Postman CLICK HERE.
Note: A walkthrough of the API documentation would have already been completed at your technical and product kick-off workshops. In case you need any technical assistance, please reach out to our onboarding team at onboarding@perxtech.com. still have any queries, please reach out to your TPM.

What You’ll Receive From Us

Email 1: Platform Account Access
Sender: noreply@perxtech.com
Subject: Perx: Invitation Instructions
Hi [Client Name],
We are delighted to have you onboard.
Your administrator has invited you to access the Perx Customer Engagement & Loyalty Platform.
  • User email: xxx@xxx.xxx
  • Dashboard URL: https://dashboard.perxtech.net/dashboard
What can you do with the Perx Platform?
  • Build dynamic and gamified customer journeys
  • Reward revenue-generating actions instantly
  • Personalize every step of your customer journey
Watch this short video to learn more about Perx.
Your login email address is krunal@perxtech.com. Click below to activate your account:
[Confirm & Activate]
For any assistance, contact us at support@perxtech.com.
Cheers,
– Perx Team
Send An Email

Email 2: API Credentials

Sender: support@perxtech.com

Subject: Perx: [Perx / Tenant Name] API Credentials

Hi,

We’re pleased to share that your API host setup is complete. Please find attached the API credentials for each environment.

  • UAT Host URL: https://api.perxtech.io
  • Pre-Prod & Prod Host URL: https://api.perxtech.io

Regards,

The Perx Team

Send An Email

Action Summary

Owner

Action

Perx Technical Project Manager
  • Dashboard Setup for UAT, Prod Setup API Host
  • Create API Credentials
  • Set up Tenant Admin user role
  • API Document Walkthrough
Your Team
  • Complete Platform account setup
  • Set up API Credentials and map with Perx platforms
  • Set up API in your internal environments/Postman
Note: In case you need any technical assistance, please reach out to our onboarding team at onboarding@perxtech.com

What’s Next?

Now that you’ve accessed the Connect+ platform, let’s help you define your team’s roles and permissions in the next step.
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Processed to Role Setup
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contact@perxtech.com

An ISO/IEC27001:2013 and ISO 27018:2019 compliant cloud solution

Perx-Logo-2024
Facebook Twitter Linkedin Instagram
SAY HELLO

contact@perxtech.com
(65) 6631 8533

Perx-Logo-2024
Facebook Twitter Linkedin Instagram

An ISO/IEC27001:2013 and
ISO 27018:2019 certified cloud solution
gdpr compliant perx
SAY HELLO

contact@perxtech.com
(65) 6631 8533

PRODUCTS
RESOURCES
COMPARE
COMPANY
COMPARE

An ISO/IEC27001:2013 and ISO 27018:2019 certified cloud solution
gdpr compliant perx

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