1. Help
  2. Administration & Configuration
  3. System Setup & Settings
  1. Help
  2. Administration & Configuration
  3. System Setup & Settings
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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.

Consoles

Consoles provide access to different workspaces within the Xurrent service interface.

Effort Class

Effort classes provide additional time entry classification to influence cost calculations and billing integrations.

Effort Class Fields

Effort classes define categories for time tracking with cost multipliers and service offering associations.

Expense

Expense records track automated monthly depreciation calculations for invoices and configuration items.

Expense Fields

Expense fields define attributes for tracking financial charges and billing amounts in the system.

Import & Export

Account administrators can import and export records using CSV or TSV files.

Inbox Console

The Inbox Console displays prioritized assignments and provides team visibility for managing requests, problems and tasks.

O Auth Application

OAuth applications enable secure external application integration using OAuth 2.0 protocol.

OAuth Application Fields

OAuth application fields define settings and permissions for external applications integrating with Xurrent.

Person

Person records manage user access and information for Xurrent service accounts.

Person Fields

Person fields define the data attributes for individual user records.

Service

Service records provide high-level descriptions of core functionality and role assignments.

Service Fields

Service fields define attributes and properties for configuring services in Xurrent.

Service Instance

Service instances provide separate environments for the same service to support different purposes, users, or geographic regions.

Service Instance Fields

Service Instance Fields form configuration provides field definitions and utilization guidelines for tracking service instances.

Short Url

Short URLs enable users to create shortened links for knowledge articles, request templates, and configuration items in Xurrent.

Short URL Fields

Short URL fields generate abbreviated links and QR codes for sharing content.

Skill Pool

Skill pools organize people with specific capabilities for project task planning and resource allocation.

Skill Pool Fields

Skill pool form fields enable configuration of skill group properties and organizational details.

Survey

Surveys allow users to rate services using star ratings and text responses.

Survey Fields

Survey fields define the data elements and configuration options available when creating customer satisfaction surveys.

Tag

Tags help organize and categorize requests within your Xurrent account.

Tag Fields

Tag fields help configure and manage tags for categorizing and organizing requests.

Task

Tasks are workflow assignments that can be linked together and managed by workflow managers.

Task Fields

Task fields define the properties and attributes available when creating or managing tasks in workflows.

Task Template

Task templates define reusable task configurations for efficient workflow task creation.

Task Template Fields

Task template fields define the configurable attributes and properties for creating standardized tasks.

Text Formatting

Text formatting options enable basic styling in multi-line text fields.

Timesheet Settings

Timesheet settings define functionality and behavior for people's timesheets within organizations.

Timesheet Settings Fields

Fields and configuration options available in timesheet settings for organizations.

Trash

Administrators can view, restore, or archive records that have been moved to trash.