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For Admins: Setting Up Your Workspace

Full self-service setup without needing the Xenia team

  • Bulk Uploading Locations via CSV
  • Bulk Inviting Users via CSV
  • Creating and Assigning a Role-based Project
  • Creating a Simple Checklist
  • Role-Based Homepage Layout Options
  • Understanding Roles & Permissions
  • Setting Up Your Location Hierarchy
  • Inviting Users & Setting Up Accounts
  • For Admins: Setting Up Your Workspace (overview/landing page)
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