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

Xenial Portal → Settings and Tools → Company Settings

To setup the company profile:

  1. Locate the General Information section of the Company Settings editor.

  2. In the Name field, type the company name.

  3. From the Type dropdown menu, select the company type (if applicable).

  4. Locate the Location section.

  5. In the provided fields, type the company address.

  6. 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

Xenial Portal → Settings and Tools → Company Settings

To setup company subscriptions to Xenial products:

  1. Locate the Subscriptions section of the Company Settings editor.

  2. 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

  • Mobile Marketing - Enable this toggle to enable the mobile marketing program.

  • Company Type - From the dropdown menu, select the company type: Enterprise or SMB (small business)

  • Primary Contact Name - Type the name of the primary contact for this subscription.

Online Ordering

Select the gear icon cog.png to access the Online Ordering settings in Data Management.

Setup Xenial Services

Xenial Portal → Settings and Tools → Company Settings

To setup company-level, third-party services:

  1. Locate the Services section.

  2. 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

  • 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 agreement.

DataStream

  • Target HTTP endpoint - Link to the service API

  • Access Token - Token for the service API

Delivery

  • Delivery Service - From the dropdown menu, select the delivery service to use.

  • URL - Company's link to the delivery service.

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.

Loyalty

  • Loyalty Provider - From the dropdown menu, select the loyalty provider to use.

  • 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.

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.

See also: