Add a Company

Xenial PortalAdminAll Companies

The following describes how to add a new company to the Xenial Portal. The ability to add a company is restricted to Admin users.

  1. In the upper-right of the Company List screen, select Add Company.

  2. From the General page, define general settings about the company. See Define General Settings.

  3. From the Brands page, add the related brands and child companies by brand (if applicable). See Add Brands.

  4. From the Subscriptions page, enable product subscriptions for the company. See Enable Product Subscriptions.

  5. From the Services page, configure the services for the company. See Configure Services.

  6. From the Identity Providers page, add the identity providers for the company. Identity providers offer user authentication as a service. See Add Identity Providers.

  7. In the upper-right of the screen, select Save.

Define General Settings

  1. From the menu pane on the left, select General.

  2. Define the following:

    Field

    Description

    Name

    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 1 and 2

    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.

Add Brands

To add the related brands:

  1. From the menu pane on the left, select Brands.

  2. In the upper-right of the Brands screen, select Add Brands.

  3. From the Add Brand window, select the brand(s).

  4. In the lower-right of the Add Brand window, select Add # Brands.

To add child companies by brand:

  1. On the Brands page, locate the Child Companies by Brand section.

  2. In the upper-right of the Child Companies by Brand section, select Add Child Company.

  3. From the Add Child Company window, select the child companies.

  4. In the lower-right of the Add Child Company window, select Add # Child Companies.

Enable Product Subscriptions

To enable product subscriptions:

  1. From the menu pane on the left, select Subscriptions.

  2. From the Subscriptions list, select the product subscription.

  3. From the product window, toggle Enabled to Yes to enable the product subscription.

  4. In the lower-right of the product window, select Save.

Messaging

When Messaging is enabled, additional configuration settings are displayed. From the Messaging window, define the following:

Field

Description

Core Services

Select the applicable services. At least one Core Service selection is required.

Mobile Marketing

Toggle Yes/No for mobile marketing.

Company Type

From the dropdown, select the applicable business class: Enterprise or SMB (small or midsize business).

Primary Contact Name

Name of person who serves as the primary contact.

Configure Services

  1. From the menu pane on the left, select Services.

  2. From the Services list, select the service.

  3. From the service window, toggle Enabled to Yes to enable the service subscription.

  4. Configure the service as needed. See Service Settings below.

Service Settings

The following table describes the configuration settings for each service.

Service

Settings

Avalara

  • Contact email - Email address for contact at Avalara.

  • Contact first name - First name of contact.

  • Contact last name - Last name of contact.

  • Link to Avalara Terms and Conditions - Avalara legal terms.

  • Agreements - Select the checkboxes to acknowledge agreement to the terms and conditions.

Citcon

  • Transaction URL - The authentication URL for the Citcon payment merchant.

Deputy

  • Access API Link - Link to the service API.

  • Access Token - Token for the service API.

These credentials are used by default if nothing is specified at the site-level.

Food Delivery Service

Toggle on the delivery services used at the company and define the following settings:

  • Delivery Service URL - The delivery service link for the company. This link is required by some Valued Partners.

  • Callback URL - (Optional) The Menu Engine link for Web site validation.

  • Order Source - From the dropdown, select the order source to associate with the delivery provider.

    This provides the ability to filter out orders from the provider on reports and designate specific menus for the provider.

Important

Contact 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.

  • Host - The host name of the FTP server.

  • Username - The username to access the FTP server.

  • Password - The password to access the FTP server.

  • Port - The port number of the FTP server.

  • Directory - The root folder route of the FTP server.

PayPal QR Code

Select Connect Merchant to PayPal to connect and link to PayPal.

BK Loyalty Settings

Setting

Description

Environment

From the dropdown, select the environment to use.

When Custom is selected, additional fields are displayed:

  • In the Custom Merchant URL field, type the custom merchant URL.

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:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • From the Mapping Style, select the desired environment for mapping.

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:

  • In the Custom Merchant URL field, type the custom merchant URL.

  • In the Custom Data Sync URL field, type the custom Data Sync URL.

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:

  • In the Custom Merchant URL field, type the custom merchant URL.

Add Identity Providers

To add identity providers for user authentication:

  1. From the menu pane on the left, select Identity Providers.

  2. In the upper-right of the Identity Providers screen, select Add Identity Provider.

  3. Define the following:

    Field

    Description

    Name

    Identity provider name.

    ID

    Identity provider ID.

    Identity Provider Type

    From the dropdown, select the authentication protocol for the domain specified in the Email Domains field below.

    Email Domains

    Comma-delimited list of email domains that provide the identity to the Portal.

  4. In the lower-right of the Identity Provider window, select Save.