Xurrent Help Center

Customization & UI

Guides covering customization & ui.

• Account Design Fields The table below lists the fields of the Account Design form and provides utilization guidelines for each field.
• Custom Collection A custom collection is created when a set of records needs to be maintained in Xurrent, but none of the standard record types fit this set of records. A...
• Custom Collection Element Custom collection elements are special records that could not be registered using one of the standard record types available in the Xurrent service. Each...
• Custom Collection Element Fields The table below lists the fields of the Custom Collection Element form and provides utilization guidelines for each field.
• Custom Collection Fields The table below lists the fields of the Custom Collection form and provides utilization guidelines for each field.
• PDF Design A PDF design can be maintained to dictate the contents and styling of the workflow and project summaries that are attached to approval tasks. A PDF design is...

Roles & Permissions

Guides covering roles & permissions.

• Account Administrator The Account Administrator role of an account should be given to the person or people who are responsible for maintaining the account.
• Account Designer The Account Designer role of an account can be given to a person or people who have some basic web designer and developer skills. A person who has the Account...
• Auditor A user whose Person record is linked to the Auditor role of an account is able to see all fields of all records in the account, as well as their audit trails ....
• Configuration Manager A user whose Person record is linked to the Configuration Manager role of an account is able to maintain (add and edit) the following records of that account:
• Directory Administrator The Directory Administrator role of a directory account should be given to the person or people who are responsible for maintaining the directory account.
• Directory Designer The Directory Designer role of a directory account can be given to a person or people who have some basic web designer and developer skills. A person who has...

System Setup & Settings

Guides covering system setup & settings.

• Accounts A Xurrent account is created for an organization when it decides to start using the Xurrent service. The organization’s records are all stored within this...
• Analytics Console Learn more about Analytics Console.
• Archive The Archive offers a list of all archived records.
• Calendar Calendars are used to define the work hours of teams , the service and support hours of service offerings and the support hours of first line support...
• Calendar Fields The table below lists the fields of the Calendar form and provides utilization guidelines for each field.
• Code Editor Shortcut Keys There are a few forms with fields in which code can be maintained. In such fields a special code editor is available to make the maintenance of the code a...