Administration & Configuration

Customization & UI

Users can customize interface elements and modify system appearance settings.

• Account Design Fields
  Account design fields customize the visual appearance and branding of support domains.
• Custom Collection
  Custom collections enable organizations to maintain sets of records that don't fit standard types.
• Custom Collection Element
  Custom collection elements allow creating specialized records beyond standard Xurrent record types.
• Custom Collection Element Fields
  Collection element fields define names, descriptions and settings for custom collection items.
• Custom Collection Fields
  Custom collection fields define reusable data elements for organizing information within Xurrent.
• PDF Design
  PDF designs control the contents and styling of workflow summaries and dashboard printouts.

Roles & Permissions

Roles and permissions control user access and capabilities within the system.

• Account Administrator
  Account administrators manage configuration, user roles, trust relations, and analytics dashboards.
• Account Designer
  Account designer role provides design and development capabilities for maintaining account appearance and analytics dashboards.
• Auditor
  Auditor role provides comprehensive read-only access to all account records.
• Configuration Manager
  Configuration Manager role provides permissions to maintain configuration items and related account records.
• Directory Administrator
  Directory administrators manage organizations, people, sites and role assignments within directory accounts.
• Directory Designer
  Directory Designer role allows users with web design skills to maintain design elements and specific account records.

System Setup & Settings

System administrators configure organizational settings and platform preferences.

• Accounts
  Accounts organize data and access for organizations using the Xurrent service.
• Analytics Console
  Analytics Console provides dashboards, reports, and statistical views of Xurrent service data.
• Archive
  Archive provides a centralized view for managing all archived records.
• Calendar
  Calendars define work hours for teams and service offerings within account administration.
• Calendar Fields
  Calendar fields define time periods and availability schedules for service management.
• Code Editor Shortcut Keys
  Code editor keyboard shortcuts streamline code maintenance within Xurrent form fields.