• How to upload dealer pricing?

  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 'Upload your File' button. You can download the sample fPopular

• How can I reset password?

  You can reset your password by visiting the 'Account preferences' page under your profile. Enter the current password and new password and click on the 'Reset Password' button.Some readers

• How to change currency for a particular group?

  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 currency for that group. Click on the 'Save' button to save your changes. (https://storage.crisp.chat/users/helpdesk/websitSome readers

• How to delete User and transfer their data?

  You can delete users from your organization and transfer their data. Please follow some steps. Click on the "Users & Groups Management" from the top-right profile area. Click on the Action button next to the user then select the delete option from the drop-down. You can choose whom you can transfer tSome readers

• How can I change the User Group?

  To change a user's group in your organization, follow these steps: Click on "Users & Groups Management" from the top-right profile area. Once you're in the Users & Groups Management section, click on the "User" option. Step 1 Next, locate the user whose group you want to change and click on the Action button in front of their name. Step 2 (https://storage.crisp.chat/users/helpdesk/wSome readers

• How can I change the user role?

  Click on the Users & Groups Management from the top-right profile area. Once you click on it, click on the "User" option. Click on the Action button in front of the user whose role you want to change. Then click on the change user role option. Select a new role for the selected user from the drop-down menu.Some readers

• 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 'Account preferences' page under your profile. Enter your password and click on the Verify Account option under the Security tab. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000Some readers

• How to edit Group name?

  Click on the Users & "Groups Management" from the top-right profile area. 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. Here you can change the group name and currency and click on the edit group button to saveSome readers

• How to delete Asset Management Default header?

  Click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Asset Management Settings' option. Click on the 'Delete Header' option. Select the header which you want to delete. Click on the 'Delete' button and save the changes. (https://storage.crisp.chat/users/hSome readers

• How to assign approver role?

  Click on User and Group Management from the top-right profile area. Once you click on that, click on the "Users" option. Click on the 'Assign Approver Role' option under the 'Action' button in front of the user whose role you want to change as the approver. Approver role assigns to the Super Admin and Admin only. (https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/imagei8Some readers

• Can I choose multiple logos for drawing?

  Click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Organization Logo' option under the 'Organization settings' tab. You can upload multiple logos in .png/.jpeg format, by clicking on the 'Upload your Image' button. You can select up to 4 logos for yourSome readers

• How to transfer Super Admin access?

  Click on the 'Users & Group Management' in the top-right profile area. Click on the gear button visible next to the name of the current super admin. Then click on Transfer Super Admin Role option. Select the admin you want to transfer the super admin role and click on the 'Transfer role' option to transfer theSome 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 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. (https://storage.crisp.chat/users/helpdesk/website/e3cdae643396Some readers

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

  Click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the 'Project & Proposal Numbering' option under the 'Organization Settings' tab. Here, you can change your Project and Proposal numbering. Click on the 'Update Proposal ID' and 'Project ID' to save your changes.Some readers

• How to add Brand Preference?

  Brand preference applies only to sales users in a group/organization. You can choose the brand as per your convenience and usage. Only the selected brands will be visible in your account. Click on the 'Settings' option in the top-right profile area. Once you click on it, you will find the 'Brand Preference' option under the 'Group settings' tab. Select a group from the drop-down menu to whichSome readers

• How to delete a Group?

  Click on the "Users & Groups Management" from the top-right profile area. Click on the action button in front of the group to which you want to delete the details under the "Group" section and click on the 'Delete' button. While deleting the group, All data and users of Group will be migrated to your defaultSome readers

• How to create a user group?

  Click on the Users & Groups Management from the top-right profile area. Click on the "Create Group" button under the 'Group' tab. Enter the group name and select the group currency from the drop-down menu. Click on the "Add Group" button to create a group. (https://storage.crisp.chat/users/helpdesk/weFew readers

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

  You can stop your email notifications by visiting the 'Account preferences' page under your profile. Click on the 'Edit' option. Uncheck the 'Account Notifications' option and click on the 'Done' button to save changes.Few readers

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

  Click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Asset Management Settings' option. Uncheck the default header which you want to hide from the asset management page and save it.Few readers

• How to disable Two-Factor Authentication (2FA)?

  You can disable 2FA by visiting the 'Account preferences' page under your profile. Click on the 'Disable' button under the 'Security' Section. It not advised as it will decrease account security. Confirm your password to proceed and click on the 'Proceed' button to disable your 2FA. (https://storage.crisp.chat/Few readers

• How to update / change organization name?

  You can update your organization name by updating the default group name. Click on the Users & "Groups Management" from the top-right profile area. 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. Here you can upFew readers