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 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 readersHow can Super Admins switch to Field User View?
Super Admins can switch to Field User View from their XTEN-AV account. To switch to Field User View Click on the profile icon located at the top-right corner of the dashboard. From the dropdown menu, select Switch to Field User View. A new tab will open displaying the Field User View dashboard.  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 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 readersHow can users disable email Notifications 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. 