English (US)
Go to website
Back
Articles on:
User Access Level
Enhanced & effortless project & team collaboration.
How 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 the
Popular
How 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/e3cd
Popular
How to connect with QuickBooks Online Version
We are integrated with QuickBooks Online Version. Click on the "Account preferences" from the top-right profile area. Click on QuickBooks, which will lead you to the page where you can access the QuickBooks account with their login ID or Password.
Some readers
How 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.
Some readers
How 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. ![](h
Some readers
How 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/helpdes
Some readers
How 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 readers
How to sync a particular project in Salesforce?
Go to Project which you want to sync with Salesforce, click on the "Sync with Salesforce" option. Your Project will be synced in a while and you will get a notification. Login your salesforce account, go to "Opportunity" tab. Under the "Opportunity" tab you will find all your synced project with XTEN-AV. ![](https://storage.crisp.chat/users/helpdesk/website/29847bab18be
Some readers
How to change XTEN-AV platform language
You can change your XTEN-AV platform language by visiting the "Account preferences" page under your profile. Select the language of your choice from the drop-down menu. Click on the save button to apply you changes.
Some readers
How to connect with Salesforce?
Click on the "Account preferences" from the top-right profile area. Click on Salesforce, which will lead you to the page where you can access the Salesforce account with their login ID or Password. Once you connect with Salesforce, All you contacts, Accounts and opportunities will be fetched from Salesforce and will be created on XTEN-AV. Also, contacts,accounts and projects created on XTEN-AV will also be sent to Salesforce. ![](https://storage.crisp.chat/users/helpdesk/web
Few readers
How 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. 