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Setup & Pre-Configurations

Workspace configuration guides.

  • 1. Site Designation, Location Visibility, & Optional Location Hierarchy Setup Guide
  • 2. Add New Locations within your Hierarchy
  • 3. How to Invite Users to Xenia
  • 4. (Optional) How to Create / Customize a Role in Xenia
  • 5. (Recommended) Enable Location Pulse Homescreen for Web & Mobile Apps for Specific User Roles
  • Edit a Location's Details (Site Level, Address/Timezone)
  • How to Modify Another User's Role or Location Membership
  • Understanding Template Access, Submission Visibility, & Email Report Notifications in Xenia
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