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 file by clicking on the 'Download sample file' button below to ensure that the data is uploaded in the defined format. A background process will read the file and applySome readersHow 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 readersHow 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. Verify Account Two-Factor Authentication (2FA) requires users toSome readersHow 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.Some readersHow 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. Select a group for the user from the drop-down menu after the role changes. Click on the change role button to save your changes. Only Super Admin and Admin can change theSome readersHow to edit Group name?
Click on the Users & "Groups Management" from the top-right profile area. Once you click on it, click on the "Group" option. Click on the action button in front of the group to which you want to edit the details. Then click on the edit button. You can change the group name and currency. Click on the edit group button to save your changes. (https://storage.Some readersHow can I change the User Group?
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 group you want to change. Then click on the change user group option. Select the group from the drop-down menu in which you transfer the user. Click on the change group button to save your changes. Only Super Admin and Admin can change the user group. (https://storage.crisp.chat/users/helpdesSome readersHow 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 and select the header which you want to delete. Click on the 'Delete' button and save the changes. (https://storage.crisp.chat/users/helpdesk/website/d4ec3f62ea550800/73f777a8-56e6-47f6-aa07-edSome readersHow 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 Action button in front of the user whose role you want to change as the approver. After that, click on the assign approver Role option. Approver role assigns to the Super Admin and Admin only. (https://storage.crisp.chat/users/helpdesk/website/e3cdSome readersHow 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. You can choose whom you can transfer the data of the deleted user then click on the delete option to delete the user. Click on the Action button next to the user then select the delete option from the drop-down. (hSome readersCan 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 your drawing by clicking on the 'Select' button. The logos tSome readersHow 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.Some readersCan 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.Some readersHow 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 which you want to apply the Brand Preference. (https://storage.crisp.chat/users/helpdeskSome readersHow 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. (https://storage.crisp.chat/users/helpdesk/website/8ee36Some readersHow 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. Click on the 'Transfer Super Admin Role' option and transfer the role to another group admin.Some readersHow to delete a Group?
Click on the "Users & Groups Management" from the top-right profile area. Once you click on it, click on the "Group" option. Click on the action button in front of the group which you want to delete. Then click on the delete button.Few readersHow can I recover my account password?
Go to the login page, click on the 'Forgot Password' button. Enter your registered email ID. A reset password link will be sent to your email. Follow the link to recover your password.Few readersHow to create a user group?
Click on the Users & Groups Management from the top-right profile area. Once you click on it, click on the "Group" option. Click on the "Create Group" button. Then name the group 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/website/dc74d2d291a76800/ca9c80d2-7Few readersHow 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 readersHow to disable Two-Factor Authentication (2FA)?
You can disbale 2FA by visiting the 'Account preferences' page under your profile. Click on the 'Disable' button. 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/users/helpdesk/websiteFew readers