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Articles on:Organisation and Group Settings
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  • 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. Verify Account Two-Factor Authentication (2FA) requires users toPopular
  • 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.Popular
  • 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 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.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 which you want to apply the Brand Preference. ![](https://storage.crisp.chat/users/helpdeskSome 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 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 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 your drawing by clicking on the 'Select' button. The logos tSome 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.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.Some readers
  • How to change Project and Proposal Number 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/8eeSome 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. Click on the 'Transfer Super Admin Role' option and transfer the role to another group admin.Some readers
  • How 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.Some 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.Some readers
  • How 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

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