Add a Company
→ →
The following describes how to add a new company to the Xenial Portal. The ability to add a company is restricted to Admin users.
In the upper-right of the Company List screen, select Add Company.
From the General page, define general settings about the company. See Define General Settings.
From the Brands page, add the related brands and child companies by brand (if applicable). See Add Brands.
From the Subscriptions page, enable product subscriptions for the company. See Enable Product Subscriptions.
From the Services page, configure the services for the company. See Configure Services.
From the Identity Providers page, add the identity providers for the company. Identity providers offer user authentication as a service. See Add Identity Providers.
In the upper-right of the screen, select Save.
Define General Settings
From the menu pane on the left, select General.
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:
From the menu pane on the left, select Brands.
In the upper-right of the Brands screen, select Add Brands.
From the Add Brand window, select the brand(s).
In the lower-right of the Add Brand window, select Add # Brands.
To add child companies by brand:
On the Brands page, locate the Child Companies by Brand section.
In the upper-right of the Child Companies by Brand section, select Add Child Company.
From the Add Child Company window, select the child companies.
In the lower-right of the Add Child Company window, select Add # Child Companies.
Enable Product Subscriptions
To enable product subscriptions:
From the menu pane on the left, select Subscriptions.
From the Subscriptions list, select the product subscription.
From the product window, toggle Enabled to Yes to enable the product subscription.
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
From the menu pane on the left, select Services.
From the Services list, select the service.
From the service window, toggle Enabled to Yes to enable the service subscription.
Configure the service as needed. See Service Settings below.
Service Settings
The following table describes the configuration settings for each service.
Service | Settings |
|---|---|
Avalara |
|
Citcon |
|
Deputy |
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:
ImportanteContact 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.
|
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:
|
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:
|
Add Identity Providers
To add identity providers for user authentication:
From the menu pane on the left, select Identity Providers.
In the upper-right of the Identity Providers screen, select Add Identity Provider.
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.
In the lower-right of the Identity Provider window, select Save.