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)?
Overview: Two-Factor Authentication (2FA) adds an extra layer of security to your XTEN-AV account by requiring a one-time password (OTP) in addition to your account password during login. To enable 2FA, navigate to My Account > Security > Two-Factor Authentication (2FA), verify your account password, and confirm ownership of your registered email address and mobile number using the OTPs sent to both. Once verified, click Enable 2FA to activate the feature. You can enable 2FA by visitingPopularHow to disable Two-Factor Authentication (2FA)?
Overview: XTEN-AV allows users to disable Two-Factor Authentication (2FA) from their account settings. To disable it, navigate to My Account > Security under your profile and click Disable. Enter your account password to confirm the action, then click Proceed to disable 2FA. You can disable 2FA by visiting the My Account page under your profile. Click on the Disable buttoPopularHow to change Currency for a particular group?
Learn how to configure different currencies for specific groups and streamline global project pricing.PopularHow to Delete User and Transfer their Data?
Learn how to remove users while securely transferring projects, proposals, and account data.PopularHow to edit Group name?
Learn how to rename groups and maintain an organized user structure within your XTEN-AV account.PopularHow can I change the User Group?
Learn how to manage permissions and organizational access by updating user groups in XTEN-AV.PopularHow can I Change the User Role?
Learn how to assign and modify user roles to control platform access and collaboration.PopularHow to change Project ID and Proposal ID from default Settings?
Learn how to configure project numbering and proposal ID formats in XTEN-AV.PopularHow to Transfer Super Admin access?
Learn how to securely transfer super admin privileges and organizational ownership.PopularHow to assign approver role?
Learn how to designate approvers and streamline proposal and project approval workflows.PopularHow to Delete a Group?
Learn how to remove groups and manage organizational permissions within XTEN-AV.PopularHow 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 the profile icon in the top-right corner, then select Settings from the menu. Under the Group Settings tab, select Brand Preference.  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 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 Settings tab. Choose a group to apply dealer pricing settings. You can upload your .xls/.csv file byFew readersCan I transfer one user's data to other user?
Learn how to transfer projects, proposals, and data from one XTEN-AV user account to another.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 users check the renewal date of their current subscription plan?
Objective Users can check the renewal date of their current subscription plan from the Subscription section in XTEN-AV. The renewal information is displayed under the My Plan panel along with other subscription details. Steps to Check the Subscription Renewal Date From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option. . Step-by-Step: How to Edit Group Name Click on your Profile Name in the top-right corner. Select User and Group Management.  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 readersWhere can users download dealer pricing sample templates?
Overview In XTEN-AV, users can download dealer pricing sample templates to ensure their data is correctly formatted before uploading. These templates reduce errors during upload and ensure smooth import of pricing information into the system. From the dashboard, click on the 'Settings' option, in the top-right profile area. Once you click on it, you will find the '*Dealer PricingFew readersHow can organizations update billing phone numbers?
Overview Organizations can update their billing phone numbers from the Billing & Card Information section on the My Account page in XTEN-AV. Steps to Update Billing Phone Numbers Click on your Profile Name in the top-right corner and select My Account. Under the Billing & Card Information tab, click on Edit Billing Information. !Few readersHow to move users between Groups?
Overview XTEN-AV allows Super Admins and Admins to move users from one Group to another through the Users & Groups Management section. During this process, any projects and data associated with the user's current Group must be transferred to another user within that Group before the change can be completed. Steps to Change a User's Group From the dashboard, click the profile icon in the top-right corner. Then 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 Delete Logos from the “Your Logos” List?
Objective Users can manage and remove unwanted logos from the Your Logos list in XTEN-AV to keep their logo library organized and up to date. Steps to Delete a Logo Click the profile icon in the top-right corner, then select Settings from the menu. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list ofFew readersHow can users replace an existing company logo?
Objective You can replace an existing company logo in XTEN-AV by uploading a new logo and marking it as the default logo. Steps to Replace a Company Logo Click the profile icon in the top-right corner, then select Settings from the menu. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list of options wilFew 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 the User and Group ManagementFew 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. 