Add Company
→ →
Important
Only Admin users have the ability to add a company to the Xenial Portal.
To add a company:
From the left menu pane on the Admin homepage, select All Companies.
From the upper-right of the Company List homepage, select Add Company.
From the left menu pane, select a page and define the respective settings.
The following introduces the pages of the New Company editor.
Page
Description
Define company profile settings.
Add related brands and child companies by brand (if applicable).
Enable product subscriptions.
Setup company services.
Add Identity Providers for user authentication.
From the upper-right of the screen, select Save.
General
From the General page of the Company editor, define the following company profile settings:
Setting | Description |
|---|---|
Name | Type the company name. |
Type | From the dropdown, select the company type (e.g. Production, Lab). |
Business Class | From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business). |
Address | Company address. |
City | City where the company is located. |
State | From the dropdown, select the state where the company is located. |
Zip / Postal Code | Company zip or postal code. |
Country | From the dropdown, select the country where the company is located. |
Time Zone | From the dropdown, select the time zone where the company is located. |
Event-Based Accounting | Toggle Yes to enable event-based accounting (if applicable). Toggle Yes if the Suite Catering feature is used. Events are configured through Xenial Portal and Data Management. To create or edit an event, see Events. For information about Event Types, see Event Types. |
Preferred Language | From the dropdown, select the preferred language for UI components to enable users to more efficiently interact with the application. |
Support Phone Number | Type the phone number to contact support. The site manager calls this number in the event issues arise that require assistance. |
Brands
From the Brands page of of the Company editor, add related brands and child companies.
To add related brands:
From the upper-right of the Brands section, select Add Brands.
From the Add Brand window, select the brand(s).
From the lower-right of the Add Brand window, select Add # Brands.
To add child companies by brand:
From the Brands page, locate the Child Companies by Brand section.
From the upper-right of the Child Companies by Brand section, select Add Child Company.
From the Add Child Company window, select the child companies.
From the lower-right of the Add Child Company window, select Add # Child Companies.
Subscriptions
From the Subscriptions page of the Companies editor, enable product subscriptions:
From the Subscriptions list, select the product subscription.
From the product window, toggle Enabled to Yes to enable the product subscription.
From the lower-right of the product window, select Done.
Messaging
When the Messaging product subscription is enabled, define the following settings:
Setting | Description |
|---|---|
Core Services | Enable the desired messaging services. At least one Core Service selection is required. |
Company Type | From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business). |
Primary Contact Name | Type the name of the primary contact for this product subscription. |
New Messaging UI Enabled | Toggle Yes to enable the user interface for the new messaging service. Toggle No to use the legacy messaging service. The New Messaging UI Enabled toggle is only available when the selected company type is Enterprise. |
Services
From the Services page of the Companies editor, configure the company services:
From the Services homepage, select the service.
From the Edit service window, toggle Enabled to Yes to enable the service subscription.
Configure the service settings, if applicable. See Service Settings.
Service Settings
The following table describes the configuration settings for each service.
Service | Settings |
|---|---|
Analytics |
|
Avalara |
|
Citcon |
|
Deputy |
These credentials are used by default if credentials are not specified at the site-level. |
Esper |
|
Food Delivery Service | Toggle on the delivery services used at the company and define the following settings:
ImportantContact the Xenial EngOps team to setup the tokens for both links. |
Loyalty | From the Loyalty Provider dropdown, select the loyalty provider to enable. Configure the settings for the loyalty provider: |
Macromatix | Specify the target FTP server credentials. The data is sent and retrieved from the server.
Select Validate to determine if the provided credentials are valid. |
PayPal QR Code |
|
Xenial Payment Router | NoteThis service is only available at the site-level. It is not available at the company-level.
|
Data Exclusions
If a delivery provider service does not support one or more Xenial Ordering data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.
Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.
To exclude a data key collection from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Data Exclusions.
From the Add Data Exclusions window, select the data keys to exclude.
From the lower-right of the Add Data Exclusions window, select Add # Exclusions.
To exclude a custom data key from a delivery service:
From the left menu pane of the Edit service window, select Data Exclusions.
From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.
In the Value field, type the data key to exclude.
From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.
BK Loyalty Settings
Setting | Description |
|---|---|
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Location Key | In the provided field, type the location key. |
Order-Source Mapping | Map POS order sources to the order source values required by the loyalty provider. |
Add Destination Mapping | Map POS order destinations to the order destination values required by the loyalty provider. |
Paytronix Settings
Setting | Description |
|---|---|
Provider Merchant ID | ID for the loyalty provider merchant. |
Username | The username for the loyalty provider service. |
Password | The password for the loyalty provider service. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Validate | Select Validate to validate the provided credentials |
Punchh Settings
Setting | Description |
|---|---|
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Xenial Loyalty Settings
Setting | Description |
|---|---|
Provider Merchant ID | ID for the loyalty provider merchant. |
Username | The username for the loyalty provider service. |
Password | The password for the loyalty provider service. |
Environment | From the dropdown, select the environment to use. When Custom is selected, additional fields are displayed:
|
Identity Providers
From the Identity Providers page of the Companies editor, add identity providers for user authentication:
From the upper-right of the Identity Providers page, select Add Identity Provider.
From the Identity Providers window, define the following settings:
Setting
Description
Name
Identity provider name.
ID
Identity provider ID.
Identity Provider Type
From the dropdown, select the authentication protocol for the specified email domains.
Email Domains
Comma-delimited list of email domains that provide the identity to the Portal.
From the lower-right of the Identity Provider window, select Save.