• How to upload dealer pricing?

  From the dashboard, click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Dealer Pricing' option under the 'Group setting' tab. Choose a group to apply dealer pricing settings. You can upload your .xls/.csv file by clicking on the 'UploPopular

• How to change currency for a particular group?

  From the dashboard, click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Currency Settings' option under the 'Group settings' tab. Select a group from the drop-down menu to which you want to apply the currency settings, and then select the curPopular

• How 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 verifPopular

• How to edit Group name?

  Overview In XTEN-AV, a Group Name helps organize users, libraries, and projects under a specific team or business unit. If your company name changes or you need better organization, you can update the Group Name easily (provided you have the required permissions). Step-by-Step: How to Edit Group Name Click on your Profile Name in the top-right corner. Select User and Group Management. (https://storage.crisp.chat/users/helpdesk/website/-/e/Popular

• How can I change the User Group?

  From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Locate the user whose group you want to change. Click the Action button next to the user’s name. Select Change User Group from the menu. 3.Popular

• How to delete User and transfer their data?

  You can delete users from your organization and transfer their data to another user by following the steps below. From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Click the Action button next to the user you want to delete. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/a069775c-675Popular

• How can I change the user role?

  Overview In XTEN-AV, user roles control what actions a team member can perform within an account or project. Changing a user’s role allows you to adjust their access level and permissions as needed. Step-by-Step: How to Change a User Role Click on your Profile Name (top-right corner). Select User and Group Management option. After clickingSome readers

• How to transfer Super Admin access?

  From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Click the gear icon next to the name of the current Super Admin After clicking on the setting icon, select Transfer Super Admin Role.Some readers

• How to assign approver role?

  From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Click the Action button next to the user you want to assign as an approver. After clicking the Action button, select Assign Approver RoleSome readers

• How to delete a Group?

  From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Under the Groups section, click the Action button next to the group you want to delete. After clicking on the gear icon, click on theSome readers

• How to change Project ID and Proposal ID from default settings?

  Overview Project ID and Proposal ID are automatically generated by default. However, you can customize these settings to match your organization’s internal numbering structure. Steps to Change Project ID and Proposal ID. From the Main Dashboard, click on the “Settings” option in the top-right profile area. Once you click on it, you will find theSome readers

• How to add Brand Preference?

  Brand Preference applies only to Sales Users within a group or organization. You can select brands based on your requirements. Only the selected brands will be visible in your account. Set Brand Preference Click Settings from the profile menu in the top-right corner. Under the Group Settings tab, select Brand Preference. (https://storage.crisp.chat/users/heSome readers

• How 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. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3Some readers

• Can I add my own dealer pricing to the product catalog?

  Yes, you can add custom pricing, by sending us the price lists of the products and brands you wish to have your own dealer pricing for. We will add them to your account within 5 working days. Dealer pricing is available in the basic yearly, All Business, and Premium Plans. Click Settings from the profile menu in the top-right corner. Under the Group Settings tab, select Dealer PrSome readers

• Can I choose multiple logos for drawing?

  Click Settings from the profile menu in the top-right side of the page. Under the Organization Settings tab, you will find the Organization Logo option. Click on the Upload Your Image button to upload logos in .png orSome readers

• How to delete Asset Management Default header?

  Click Settings from the profile menu in the top-right corner. Once you click on it, you will find the Asset Management Settings option. Click on the Delete Header option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6Some readers

• How to create a user group?

  Please click on the profile icon at the top-right corner of the screen, then select the “User & Group Management” option from the dropdown menu. Please select on the Groups option, and then click on Create Group button A pop-up window will appear where you need to enter theSome readers

• How can I stop daily update mails from XTEN-AV?

  Overview : If you are receiving daily update emails from XTEN-AV and would like to stop them, you can manage your email notification preferences from your account settings. Step-by-Step: How to Disable Daily Update Emails On the XTEN-AV dashboard, click on your Profile icon in the top-right corner and select My Account from the dropdown menu. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image1odwqiv.pnSome readers

• How to hide the default header from asset management document?

  Click Settings from the profile menu in the top-right corner. Once you click on it, you will find the Asset Management Settings option. Uncheck the default header(s) you want to hide from the Asset Management page, then click Save to apply the chSome readers

• How to update / change organization name?

  You can update your organization name by updating the default group name. From the dashboard, click on the 'User and Group management' option in the top-right profile area. Once you click on the action button in front of the group to which you want to edit the details under the "Group" section. Then click on the 'Edit' button. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/dSome readers

• How to reset password?

  You can reset your password by visiting the 'My Account' page under your profile. In your profile, under the Security section, you will see the Change Password option. Click on it to change your password. Once you set the new password, click on the Reset Password button to save the changes. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/imagFew readers

• Can I change product currency individually for different suppliers?

  You cannot change the product currency individually for different suppliers. In most systems, including proposal and pricing tools, the currency is applied at a higher level such as the group or proposal, not at the individual supplier level. This means all products within that scope follow the same selected currency. What You Can Do Instead Change the currency for the entire proposal. Here is the link for your reference : https://knowledgebase.xtenav.com/en-usFew readers

• How can I invite my colleagues to join the XTEN-AV platform?

  Introduction: 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: Step 1: Accessing User & Groups Management: Click on your profile icon located in the top-right corner to access the dropdown menu. Select the "Users & Groups Management" option. (https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433Few readers

• How can I send price lists to be added to my library?

  Method 1: From the dashboard, click on the 'Settings' option in the top-right profile area. Once you click on it, you will find the 'Dealer Pricing' option under the 'Group setting' tab. Choose a group to apply dealer pricing settings. You can upload your .xls/.csv file by clicking onFew readers

• How can I delete my account and stop receiving notifications?

  Overview If you no longer wish to use XTEN-AV and want to stop receiving notifications, you can request to have your account deleted. Once your account is deleted, you will no longer receive emails or notifications from XTEN-AV. Steps to delete your account Contact XTEN-AV Support: To delete your account, you need to contact the XTEN-AV Support Team. Send a Request Email: Send an email to support@xtenav.com from your registered email address requesting accFew readers

• Can I transfer one user's data to other user?

  From the dashboard, click the profile icon in the top-right corner. Then select User and Group Management. Click the Action button next to the user you want delete and transfer their data After clicking on it, select Delete from the dropdown menFew readers

• How can I use my phone number for two-factor authentication if it's linked to a previous account?

  If your phone number is already linked to another account for two-factor authentication (2FA) 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 readers