How to Upload Dealer Pricing?
Learn how to import dealer pricing and maintain accurate project estimates and proposals.PopularHow to enable Two-Factor Authentication (2FA)?
Two-Factor Authentication adds an extra layer of security to your account with a randomly-generated, one-time password (OTP) in addition to your username and password. You can enable 2FA by visiting the My Account page under your profile. Under the Security Tab, click on the Two-Factor Authentication (2FA). Click on the Click here link, and it will open the password vPopularHow to disable Two-Factor Authentication (2FA)?
You can disable Two-Factor Authentication (2FA) from the Account Preferences page under your profile. Disabling 2FA is not recommended, as it reduces the security of your account. You can disable 2FA by visiting the My Account page under your profile. Click on the Disable button under the Security Section.  and you would like to unlink it from that account and use it with a new one, please reach out to our chat support or send an email to [Support@xtenav.com]. Our support team will assist you in verifying the details and unlinking the phone number so it can be added to your new account.Few readersHow can I edit my information on XTEN-AV platform?
Learn how to edit personal information, contact details, and account settings in XTEN-AV.Few readersHow can I transfer my data to a colleague's email and secure it since I'm leaving the company?
Learn how to securely transfer projects, proposals, and account data when leaving an organization.Few readersCan I create accounts for my co-workers under the trial version of the software?
Overview Inviting users to the XTEN-AV platform is a straightforward process that allows you to grant access to individuals who need to collaborate or contribute to your projects. Follow the steps below to invite users: Click on your profile icon located in the top-right corner to access the dropdown menu. Select the "Users & Groups Management" option. Once in the User & Groups ManagFew readersHow do I set up my account details and company branding?
You can update your account details in XTEN-AV by accessing your profile settings. Keeping this information updated ensures accurate communication and documentation. Click on your profile icon in the top-right corner then click on the My Account option. After clicking on it, click on the Edit Option.  JPG (.jpg) JPEG (.jpeg) Prefer logos with a transparent background (PNG format recommended) Keep the image properly aligned and cropped Recommended Resolution Although XTEN-AV does notFew readersWhere Can Organizations Upload Company Logos in XTEN-AV?
Objective Organizations can upload and manage their company logos from the Organization Logo section under Settings in XTEN-AV. Steps to Upload a Company Logo Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdowFew readersHow can users verify whether the X-PRO add-on is active on their account?
Objective Users can verify the status of the X-PRO add-on from the Subscription section in XTEN-AV. The add-on details are displayed in the ADD-ON panel on the right side of the page. Steps to Check the X-PRO Add-On Status From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option.  and follows the provided template structure. If required fields or formatting guidelines are missed, the upload may fail or the data may not be processed correctly, which can delay pricing availabilitFew readersCan organizations upload and manage multiple logos?
Yes, XTEN-AV allows organizations to upload and manage company logos through the Organization Settings section. Administrators can upload or replace organization logos, use logos in proposals, reports, and drawing templates However, XTEN-AV typically supports one active company logo per organization profile at a time. Click on the profile icon in the top-right corner. From the menu that appears, select Settings. . Step-by-Step: How to Edit Group Name Click on your Profile Name in the top-right corner. Select User and Group Management.  in XTEN-AV. How Phone Number Updates Work for 2FA Users can update their phone number from the My Account page. Once the updated number is saved successfully, it can be used for future 2FA OTP verification. Please follow the steps outlined in our Knowledge Base guide to enable Two-Factor Authentication (2FA): [How to Enable Two-Factor AuthenticatFew readersHow can users switch back from Field User View to Admin View?
Super admin has the right to switch back from from field user view to admin view. Super admin just need to change change your role to admin from field. Step-by-Step: How to Change a User Role Click on your Profile Name (top-right corner). Select User and Group Management option. After clicking on User and Group Management opFew readersIs there a search option for uploaded logos in the “Your Logos” section?
Objective Yes, XTEN-AV provides a search option in the Your Logos section to help users quickly find uploaded company logos. How to Search for Uploaded Logos Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdowFew readers
