• How to upload dealer pricing?

  Learn how to import dealer pricing and maintain accurate project estimates and proposals.Popular

• 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 change currency for a particular group?

  Learn how to configure different currencies for specific groups and streamline global project pricing.Popular

• How to edit Group name?

  Learn how to rename groups and maintain an organized user structure within your XTEN-AV account.Popular

• How to delete User and transfer their data?

  Learn how to remove users while securely transferring projects, proposals, and account data.Popular

• How can I change the User Group?

  Learn how to manage permissions and organizational access by updating user groups in XTEN-AV.Popular

• How can I change the user role?

  Learn how to assign and modify user roles to control platform access and collaboration.Popular

• How to transfer Super Admin access?

  Learn how to securely transfer super admin privileges and organizational ownership.Popular

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

  Learn how to configure project numbering and proposal ID formats in XTEN-AV.Popular

• How to assign approver role?

  Learn how to designate approvers and streamline proposal and project approval workflows.Popular

• 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/e3Popular

• How to delete a Group?

  Learn how to remove groups and manage organizational permissions within XTEN-AV.Popular

• 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/hePopular

• 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 PrPopular

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

  Learn how to manage email preferences and disable daily update notifications from XTEN-AV.Popular

• 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 orPopular

• 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/dPopular

• How to delete Asset Management Default header?

  Learn how to customize asset management reports by removing default header sections.Popular

• 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 the **Popular

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

  Learn how to customize asset management documentation by hiding default headers.Popular

• 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

• How can I edit Account details?

  Learn how to update your account settings, profile details, and organization information.Few 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

• Can 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 readers

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

  Learn how to add colleagues, collaborate on projects, and manage team access.Few 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?

  Learn how to close your XTEN-AV account and stop receiving platform emails and notifications.Few readers

• How can I edit my information on XTEN-AV platform?

  Learn how to edit personal information, contact details, and account settings in XTEN-AV.Few 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 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 readers

• Can I create accounts for my co-workers under the trial version of the software?

  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/e3cdae6433963000/image_186raFew readers

• How 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. ![](https://storage.crisp.chat/users/helpdeskFew readers

• How can users update their country and state details in account settings?

  Objective You can update your country and state details directly from the Account Settings section in XTEN-AV. Keeping these details updated ensures accurate account information and proper regional settings. The account details can be edited from the profile settings page. Steps to Update Country and State Details From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option. ![](httFew readers

• Where can users view their organization’s active subscription plan details?

  Objective Users can view their organization’s active subscription plan details from the Subscription section in XTEN-AV. This section provides information about the current plan, subscription status, renewal date, user licenses, and available add-ons. Steps to View Active Subscription Plan Details From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option. ![](https://storage.Few readers

• How can users verify whether the X-PRO add-on is active on their account?

  Objective Users can verify the status of the X-PRO add-on from the Subscription section in XTEN-AV. The add-on details are displayed in the ADD-ON panel on the right side of the page. Steps to Check the X-PRO Add-On Status From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1tq814Few readers

• Where 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. ![](https://storage.crisp.chat/users/helpdesk/websiFew readers

• How can users check the expiry date of their trial plan?

  Objective Users can check the expiry or renewal date of their trial plan from the Subscription section in XTEN-AV. The trial plan details are displayed under the My Plan panel. Steps to Check the Trial Plan Expiry 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_da7Few readers

• How can users update their full name in their XTEN-AV profile?

  Overview Users can update their full name directly from the My Account section in XTEN-AV. The process takes just a few steps and also allows updating other profile details like phone number, country, and state. Steps to update your full name From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select My Account from the dropdown menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdaFew readers

• How can users update their business contact number in XTEN-AV?

  Overview Users can update their business contact number directly from the Account Settings section in XTEN-AV. Keeping contact details updated ensures accurate communication and business information across proposals, documents, and account settings. Steps to Update the Business Contact Number From the XTEN-AV dashboard, click on your profile icon located on the right side of the screen, then select the My Account option. ![](https://storage.crisp.chatFew readers

• How to remove users from the organization?

  Overview Super admin and Admins can remove users from their XTEN-AV organization through the Users & Groups Management section. When removing a user, all projects and associated data owned by that user must be transferred to another active user within the organization to ensure continuity and data retention. 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-righFew readers

• Can Project ID settings changes be reversed after saving?

  Overview Yes. Project ID settings can be updated at any time after they have been saved. Users with the appropriate permissions can modify the Project ID prefix, numbering format, or sequence through the organization settings whenever needed. How It Works If your organization needs to change the Project ID format after it has been configured, you can return to the Project & Proposal Numbering settings and update the configuration at any time. This flexibility allows organizationsFew readers

• How to filter users by group?

  Overview In XTEN-AV, admins can filter users by group from the User Management section to quickly view and manage specific sets of users within the organization. Click on your profile icon located in the top-right corner to access the dropdown menu. Select the "Users & Groups Management" option. Click on the GROUPS tab at the top of the page. View the list of all available grouFew readers

• How 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 on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdFew readers

• How can admins assign approver roles to users?

  Admins can assign an Approver role to a user in XTEN-AV through the Users & Groups Management section available under the Profile option. Please follow the steps mentioned 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 assign as an approver. ![](httFew readers

• How to correct incorrectly assigned user roles?

  Overview XTEN-AV allows Super Admins and Admins to update user roles when they have been assigned incorrectly. User roles can be modified through the Users & Groups Management section, ensuring that users have the appropriate permissions and access levels within the organization. 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. **StFew readers

• Can different logos be assigned to different proposals, and project document?

  Objective Yes, XTEN-AV allows users to use different company logos for different proposals, and project document. Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list of options will appear. From the list, select **Organization LogoFew readers

• How can admins resend pending invitations?

  Overview Super admin and Admins can resend pending invitations to users who have not yet accepted their invite. This is useful when the original invitation email was missed, expired, or not acted upon. Resending generates a new invitation link and notifies the user again to complete their account setup. Click on your profile icon located in the top-right corner and select Users & Groups Management. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/Few readers

• How can admins delete users while transferring their data?

  Overview Admins can delete users from their XTEN-AV organization through the Users & Groups Management section. During the deletion process, the user's data can be transferred to another user within the organization to ensure project ownership and information are retained. Steps to Delete a User 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. ThFew readers

• Can a single pricing file apply to multiple groups?

  Overview Yes. In XTEN-AV, a single dealer pricing file can be assigned to multiple user groups, allowing organizations to maintain a consistent pricing structure across different teams. Once a dealer pricing file is uploaded and successfully processed, it becomes available as a pricing set within the platform. Administrators can then assign the same pricing set to multiple groups based on organizational requirements. This approach helps ensure that all assigned groups use the same standarFew readers

• What are the password reset steps in XTEN-AV?

  Overview In XTEN-AV, the password reset process allows you to regain access to your account by setting a new password through a secure email-based verification flow. This helps ensure account security while making recovery simple. 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 PFew readers

• Where can Super admins view users grouped by organization groups?

  Overview In XTEN-AV, admins can view users grouped by organization groups through the Users & Groups Management section. This helps in organizing and managing users based on their assigned groups for better access control and visibility. Click on your profile icon located in the top-right corner and select Users & Groups Management from the dropdown menu. Navigate to the **GroFew readers

• Does XTEN-AV support dealer pricing uploads in multiple currencies?

  Yes, XTEN-AV supports currency-based pricing uploads. Users can upload pricing data as plain numeric values without including any currency symbols. The platform automatically applies the currency configured for the Group to which the pricing is being uploaded, ensuring accurate pricing calculations and consistency across projects, proposals, and quotations. When preparing your dealer pricing file, make sure that all pricing values are entered as numeric data only and do not contain any currencyFew readers

• Does XTEN-AV support drag-and-drop functionality for logo uploads?

  Objective Yes, XTEN-AV supports drag-and-drop functionality for uploading company logos. How to Upload a Logo Using Drag-and-Drop Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list of options will appear. FrFew readers

• Are There Restrictions on Special Characters in Project, Proposal, or Change Order Prefixes?

  The prefix fields for Project IDs, Proposal IDs, and Change Order IDs only support letters and special characters/symbols. Numeric values cannot be used as part of the prefix. Administrators can configure prefixes from the Project & Proposal Numbering settings page for: Project IDs Proposal IDs Change Order IDs When a new record is created, the system automatically combines the configured prefix with the corresponding numeric sequence to generate the final ID. Examples `Few readers

• What Is the Recommended Image Size or Resolution for Logo Uploads?

  Overview For the best display quality in XTEN-AV, it is recommended to upload high-quality company logos with clear resolution and proper dimensions. Recommended Logo Guidelines Use a high-resolution image to avoid blurry or stretched logos Recommended formats: PNG (.png) 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 readers

• Where Can Organizations Upload Company Logos in XTEN-AV?

  Objective Organizations can upload and manage their company logos from the Organization Logo section under Settings in XTEN-AV. Steps to Upload a Company Logo Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdowFew readers

• How to configure group-specific currency settings?

  Overview XTEN-AV allows Admins and Super Admins to configure currency settings at the Group level. This helps organizations maintain consistent pricing, proposal values, and BOM calculations by using a designated currency for each Group. How to Configure the Currency for a Group To update the currency settings for a specific Group, please refer to the following Knowledge Base article for detailed step-by-step instructions: [https://knowledgebase.xtenav.com/en-us/article/how-to-change-Few readers

• How to manage team roles and permissions during invitations?

  Overview In XTEN-AV, Super admins can manage team roles and permissions during the invitation process by assigning a specific role while sending the invite. This ensures that each user gets the correct level of access as soon as they join the organization, without requiring additional configuration after acceptance. Click on the profile icon in the top-right corner to open the dropdown menu. From there, select Users & Groups Management. ![](https://storage.crisp.chat/users/helpdeFew readers

• How 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. ![](https://storage.crisp.chatFew readers

• Do users need to re-verify their phone number after updating it for 2FA?

  Overview No, users do not need to re-verify their phone number after updating it for Two-Factor Authentication (2FA) 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 readers

• How 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 on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdown list ofFew readers

• Can 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdFew readers

• How 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. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1odwqiv.pnFew readers

• Where I can view uploaded dealer?

  Overview In XTEN-AV, Super admin & Admins can access uploaded dealer to verify that the data has been successfully processed and is available for use in projects and quotations 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. ![](https://storage.crisp.chFew readers

• How 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 Field User View. The interface will switch to the Field User experience. A new tab will open displaying the Field User View dashboard. ![](https://storage.crisp.chat/users/helpdeskFew readers

• Can group-specific pricing uploads overwrite other groups’ pricing?

  Overview No. In XTEN-AV, dealer pricing uploaded for a specific group does not automatically overwrite or modify pricing assigned to other groups. Dealer pricing is managed on a group-by-group basis, allowing each group to maintain its own pricing configuration. When a new pricing file is uploaded and assigned to a particular group, the update applies only to that selected group. This ensures that pricing structures used by other groups remain unchanged and continue to operate independentFew readers

• How can admins apply dealer pricing to specific groups?

  Overview In XTEN-AV, admins can apply dealer pricing to specific user groups to ensure that the correct pricing structure is used for the right set of users or projects. 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. ![](https://storage.crisp.chat/uFew readers

• How can admins assign X-PRO access to existing users?

  Overview In XTEN-AV, admins can assign X-PRO access to existing users from the user management section, allowing them to enable or update access permissions based on user roles and requirements. Click on the Profile icon in the top-right corner and select Users & Groups Management from the dropdown menu. You will be redirected to the Users tab. Locate the Addon Access oFew readers

• How can users change their XTEN-AV password?

  Overview Users can change their XTEN-AV account password from the Security section available on the My account page. Steps to Change 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 yFew readers

• Where 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 Pricing' opFew readers

• How can users remove default headers from asset management documents?

  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/e3cdae643Few readers

• How can organizations customize Project ID and Proposal ID formats?

  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 theFew readers

• How can Super Admins configure brand preferences for groups?

  Yes, brand preferences can be configured for groups to help tailor the platform experience according to specific project or business requirements. To set this up, users can open the Settings menu from the profile section, navigate to Group Settings, and select the Brand Preference option. From there, they can choose their preferred brands and save the configuration. Once the preferences are saved, only the selected brands will be displayed across the platform. This helps simplify pFew readers

• How can admins create new user groups?

  Overview XTEN-AV allows Admins to create Groups to organize users and manage settings such as currency preferences. Groups help streamline user management and ensure consistency across projects and proposals. 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 **GrouFew readers

• Is there a search option for uploaded logos in the “Your Logos” section?

  Objective Yes, XTEN-AV provides a search option in the Your Logos section to help users quickly find uploaded company logos. How to Search for Uploaded Logos Click on the profile icon in the top-right corner. From the menu that appears, select Settings. You will be redirected to the Settings page. Click on Organization Settings. A dropdowFew readers

• Can admins invite multiple users simultaneously?

  Overview Yes, admins in XTEN-AV can invite multiple users simultaneously using the bulk invite feature available in the user management section. This functionality helps streamline onboarding by allowing admins to add several team members at once, assign roles in bulk, and send invitations efficiently without adding users one by one. Click on the profile icon in the top-right corner to open the dropdown menu. From there, select Users & Groups Management. ![](https://storage.crisFew readers

• How can admins edit or rename user groups?

  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/websFew readers

• How to revoke X-PRO access from existing users?

  Overview In XTEN-AV, Super admin and Admins can revoke X-PRO access from existing users by updating their user permissions from the User Management section. This helps control feature access based on changing roles or requirements. Click your profile icon in the top-right corner of the screen. Select Users & Groups Management. Select the **user whose X-Few readers

• How 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 Information” tab, click on “Billing & Card Information.” ![](httpsFew readers

• How can users change their preferred platform language?

  Overview Users can change their preferred platform language from the My Account page in XTEN-AV. Steps to Change the Preferred Language You can change your XTEN-AV platform language by visiting the "My Account" page under your profile. Under the Language Preference tab, select the language of your choice from the drop-down menu. Click on the save button toFew readers