Company Settings
The Company Settings editor of the Xenial Portal is used to:
Setup the company profile.
Enable and configure Xenial product subscriptions.
Enable and configure company-level, third-party services.
Setup the Company Profile
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To setup the company profile:
Locate the General Information section of the Company Settings editor.
In the Name field, type the company name.
From the Type dropdown menu, select the company type (if applicable).
Locate the Location section.
In the provided fields, type the company address.
Select Update.
Note
Select Details next to the company name to view the following company details:
Company ID.
The date the company was added to the Xenial Portal.
The name of the person who last modified the company profile and the modification date.
Setup Xenial Product Subscriptions
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To setup company subscriptions to Xenial products:
Locate the Subscriptions section of the Company Settings editor.
Use the available toggles to enable product subscriptions. Available subscriptions include:
CRM (Customer Relationship Management)
Health Services
Online Ordering
Xenial POS
Xenial Ordering Relay
When the following subscriptions are enabled, configuration settings specific to that product are displayed:
Product | Settings |
---|---|
CRM |
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Online Ordering | Select the gear icon |
Setup Xenial Services
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To setup company-level, third-party services:
Locate the Services section.
Use the available toggles to enable the desired services. The available services include:
Avalara - Automated tax compliance software
DataStream - RTI reporting service
Delivery - Food delivery services (e.g. DoorDash)
Deputy - Employee scheduling, time & attendance software
Loyalty - Customer loyalty programs
Macromatix - Back office solution
When a service is enabled, configuration settings specific to that service are displayed. The following table describes the settings to define for each service.
Service | Settings |
---|---|
Avalara |
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DataStream |
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Delivery |
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Deputy |
These credentials are used by default if nothing is specified at the site-level. |
Loyalty |
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Macromatix | Specify the target FTP server credentials. The data is sent and retrieved from the server.
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