Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
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...
Directory Financial Manager
In a directory account , the Financial Manager role is intended for people who maintain the financial information for their organization, such as financial...
End User
By default, each person is given the End User role. The End User role gives a person the ability to use Xurrent Self Service. In Xurrent Self Service, an end...
Financial Manager
The Financial Manager role is intended for people who maintain the financial information for their support organization, such as financial controllers. A user...
Key Contact
An end user can be given one additional role. That is the Key Contact role. The Key Contact role gives an end user additional capabilities in Xurrent Self...
Knowledge Manager
A user whose Person record is linked to the Knowledge Manager role of an account is able to make a knowledge article available to all people who are covered by...
Organization
Both internal organizations (e.g. divisions, business units and departments), as well as external organizations (e.g. suppliers, managed service providers and...
Organization Fields
The table below lists the fields of the Organization form and provides utilization guidelines for each field.
Project Manager
A user whose Person record is linked to the Project Manager role of an account is able to maintain (add and edit) the following records of that account:
Roles
By relating a role of an account to a person , this person is given additional access rights within the Xurrent service. A person can have multiple roles of...
Site
A Site record is typically registered for each building or facility where the organization’s employees and long-term contractors are stationed, and/or where...
Site Fields
The table below lists the fields of the Site form and provides utilization guidelines for each field.
Specialist
A user whose Person record is linked to the Specialist role of an account is able to view all records of that account and edit all assignments (i.e. requests ,...
Team
A team is typically a group of people who work together to provide support for one or more services and/or which is responsible for maintaining a number of...
Team Fields
The table below lists the fields of the Team form and provides utilization guidelines for each field.
Workflow Manager
A user whose Person record is linked to the Workflow Manager role of an account is able to maintain (add and edit) the following records of that account: