System Setup

Core settings important to how XenDirect operates.

• Steps to Take Before Going Live

  There are numerous decisions to consider and settings to decide before XenDirect is installed and data entry begins.  Reviews these steps with your onboarding representative prior to installation. Ite...

• Organization Profile

  Navigation:    Admin Menu »» Settings »» Organization Profile   Applies To:    Enterprise    Plus    Basic Overview Data location where the primary data for the XenDirect licensing organization is rec...

• Branch Setup

  Branches are the primary location where system-wide information, settings, preferences, and defaults are recorded. In a mulit-Branch setup, each Branch has its own profile and settings. When changing ...

• Branch Preferences

  The Branch Profile is the data location where the system's primary settings are recorded. This section focuses on Preferences. When changing any Branch setting, any user currently logged into the Admi...

• Branch Defaults

  The Branch Profile is the data location where the system's primary settings are recorded. This section focuses on Defaults. When changing any Branch setting, any user currently logged into the Admin M...

• Email Setup

  There are two options for sending emails through XenDirect modules. Xenegrade no longer sends customer emails through its own servers. Use your organization's SMTP server Use Xenegrade's SendGrid acco...

• System Settings

  Navigation: Admin/Security »» Settings »» System Settings Applies To:     Enterprise     Plus     Basic Overview This feature controls various options throughout all XenDirect modules. Access to these...

• Vendor Logins

  The Branch Profile is the data location where the system's primary settings are recorded. This section focuses on Vendor Logins used mostly for third-party integrations. When changing any Branch setti...

• Custom Field Displays

  Allows for customization of the primary panel of data entry forms by enabling or disabling the display of form fields. Navigation:   Navigate to the specific data area Applies To:    Enterprise    Plu...

• Setup Calendars

  The Calendar is used to develop a primary calendar for the entire program year including dates scheduled, holidays, and related fields. In addition to the Calendar, each Course Section also can contai...