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For Admins: Setting Up Your Workspace

Full self-service setup for administrators of Xenia

  • 00 Downloading the Mobile App & Logging In (frontline-facing)
  • 01 Setting Up Your Location Hierarchy
  • 02 Bulk Uploading Locations via CSV
  • 03 Understanding Roles & Permissions
  • 04 Inviting Users & Setting Up Accounts
  • 05 Bulk Inviting Users via CSV
  • 06 Creating a Simple Checklist or Form
  • 07 Creating and Assigning a Role-based Project
  • 08 Role-Based Homepage Layout Options
  • 09 How Advanced Location-Based Assignment works in Xenia
  • 10 For Admins: Setting Up Your Workspace (overview/landing page)
  • 11 Xenia Implementation Checklist: Are You Ready to Go Live?
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