Encompax

Quick Access

Quick links

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Getting Started

Common tasks

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Account and Workspace

Open your workspace

Account creation Create your account

Use your work account and complete your company details. Application access depends on your organization's approved services.

  • Choose Google, Microsoft, or email sign-in.
  • Enter your name and company details.
  • Accept terms and privacy before workspace access begins.
  • Open your workspace to continue setup.
Returning access Return to your work

Sign in to see your approved applications, account settings, and support contacts.

Sign in Review account FAQ

Data Sources

Bring in your first data

File uploads Start with a CSV or Excel file

In SIL, open Data Sources and choose CSV / Excel Upload. Start with one source and review the records before adding more.

  • Prepare a CSV or Excel file; export Google Sheets first.
  • Create an intake profile and source, then choose the target source.
  • Select your file and choose Upload File.
  • Review Mapping Preview before selecting Import Mapped Loads.
Connected tools Confirm an integration before using sync

Google and Microsoft sign-in verify your identity. Connecting work files, messages, databases, or APIs requires a separate supported integration and permission from the data owner. A saved source preference does not enable sync.

Ask about an integration

Packages and Upgrades

Choose the scope of your services

Service options Start with one workflow

Starter rollout is the initial option for one operating team. Team workspace and Enterprise governed describe broader rollout options. Confirm service availability and commercial terms before activation.

Additional applications Keep the same account

Check application availability in your workspace. Additional access requires your organization's approval and service setup.

Access and Review

Work with the right access

Your organization Access follows your role

Your account connects you to your organization's approved services. Access to company data and actions depends on your assigned role.

Review and outcomes Approvals stay attached to the work

Actions that need authorization must pass the required review. Customers see the relevant status and outcomes; internal review details remain restricted to authorized Encompax staff.

Support and Escalation

Get help with your work

Business contacts Support contacts

Contact support@encompax.com for account and application help.

Reference Account and service information

Find common answers in the FAQ, contact details in Help, and service responsibilities in Terms and Privacy.