Welcome to Ratrix! This section will help you get up and running with our platform quickly and efficiently.

First steps:

  • Create your account and verify your email address
  • Complete your profile setup
  • Explore the dashboard and main features
  • Connect your integrations (if applicable)
  • Set up your preferences and notifications

Quick tutorials:

  • How to navigate the dashboard
  • Creating your first project
  • Understanding user roles and permissions
  • Setting up team collaboration

Pro tip: Take advantage of our interactive onboarding tour to familiarize yourself with all the key features.

Manage your account settings, profile information, and preferences from your account dashboard.

Profile management:

  • Update your personal information and profile picture
  • Change your email address or password
  • Manage two-factor authentication settings
  • Set up notification preferences
  • Configure timezone and language settings

Team and organization:

  • Invite team members and manage roles
  • Set up organization-wide settings
  • Manage user permissions and access levels
  • Monitor team activity and usage

Account deletion:

If you need to delete your account, please contact our support team. We'll help you export your data before permanent deletion.

Important: Account deletion is permanent and cannot be undone. Make sure to export any important data before proceeding.

Having issues? Here are solutions to the most common problems our users encounter.

Login and authentication issues:

  • Forgot password: Use the "Forgot Password" link on the login page
  • Email not verified: Check your spam folder and resend verification email
  • Two-factor authentication problems: Use backup codes or contact support
  • Account locked: Wait 30 minutes or contact support for immediate unlock

Performance and loading issues:

  • Clear your browser cache and cookies
  • Disable browser extensions that might interfere
  • Check your internet connection stability
  • Try using a different browser or incognito mode
  • Ensure your browser is up to date

Data sync and integration issues:

  • Verify your API credentials are correct
  • Check integration status in your settings
  • Review rate limits and quotas
  • Ensure third-party services are operational

Still having issues? Our support team is here to help. Contact us with detailed information about the problem you're experiencing.

Learn about our security measures and how to keep your account and data safe.

Account security best practices:

  • Use a strong, unique password for your account
  • Enable two-factor authentication (2FA)
  • Regularly review your account activity
  • Log out from public or shared devices
  • Keep your recovery information up to date

Data protection and privacy:

  • All data is encrypted in transit and at rest
  • Regular security audits and compliance checks
  • GDPR and other privacy regulation compliance
  • Data backup and disaster recovery procedures
  • Optional data residency controls for enterprise users

Security incident reporting:

If you notice any suspicious activity or potential security issues, please report them immediately to our security team at security@ratrix.com.

Security alert: Never share your login credentials or API keys. Ratrix staff will never ask for your password.

Connect Ratrix with your existing tools and workflows using our comprehensive API and integration options.

Getting started with our API:

  • Generate API keys from your account settings
  • Review our API documentation and examples
  • Test API calls using our interactive sandbox
  • Implement proper error handling and rate limiting
  • Monitor your API usage and quotas

Available integrations:

  • Popular CRM and marketing automation platforms
  • Project management and collaboration tools
  • Business intelligence and analytics services
  • Communication and notification systems
  • Custom webhooks and automation workflows

Developer resources:

  • Comprehensive API documentation
  • SDK libraries for popular programming languages
  • Code samples and implementation guides
  • Developer community forum and support
  • Webhook testing and debugging tools

Developer tip: Start with our Postman collection to quickly test API endpoints and understand request/response formats.

Our support team is here to help you succeed with Ratrix. Choose the option that best fits your needs.

Support channels:

Email Support

Get detailed help via email. Response time: 24-48 hours.

support@ratrix.com

Live Chat

Real-time assistance during business hours (9 AM - 6 PM EST).

Available in app

Knowledge Base

Search our comprehensive self-service help articles.

help.ratrix.com

Community Forum

Connect with other users and share best practices.

community.ratrix.com

Enterprise support:

  • Dedicated account manager and technical support
  • Priority response times and escalation procedures
  • Phone support and scheduled consultation calls
  • Custom onboarding and training sessions
  • Technical implementation and integration assistance

Before contacting support:

  • Check this help guide and our knowledge base
  • Gather relevant error messages and screenshots
  • Note the steps you took before encountering the issue
  • Have your account information and plan details ready

Emergency Contact:

For critical security issues or service outages affecting your business operations:

  • Emergency Email: emergency@ratrix.com
  • Status Page: status.ratrix.com
  • Phone: Available for Enterprise customers

Note: Support response times may vary based on your subscription plan and the complexity of your inquiry.