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Getting Started

Getting started guides introduce basic concepts and initial setup procedures.

Field Help

Field help provides guidance on using specific fields within different record types in Xurrent.

Navigation and consoles provide the primary interface for accessing Xurrent features.

Filter & Search
Users learn table filtering and global search functionality for finding specific records.
Settings Console
Settings console provides account overview and configuration management for organizations.
Toolbars
Toolbars provide horizontal and vertical navigation areas with console icons and action buttons.

Getting started users learn about account creation and initial system setup.

Account Settings
Account Settings allows administrators to configure account-wide privacy, capabilities and financial preferences.
Account Trust
Account Trust enables organizations to establish collaborative relationships allowing shared service agreements and role assignments.
Account Trust Fields
Account trust fields control role assignments and workflow permissions between trusted accounts.
Logging In
Xurrent users learn how to access their account using email and password credentials.