Xenial Portal Overview

The Xenial Portal is where the following company information is managed:

  • Company Settings - Setup the company profile, product subscriptions and services.

  • Site Settings - Setup individual site information including the associated users and service subscriptions.

  • Xenial Portal User Accounts - Manage user account information including their associated sites and roles.

  • Xenial Role Profiles - Manage the roles that are assigned to users and the associated access permissions.

The Xenial Portal also provides access to the following components:

  • Data Management

  • Back Office

  • Reports

Login to Xenial Portal

To login to the Xenial Portal:

  1. From the upper-right corner of the Xenial website, select Login.

  2. Locate Xenial Portal, and then select Login.

  3. At the Login prompt, type the email address and password in the provided fields.

  4. Select Login. The Sites menu opens by default.

Change Xenial Portal Password

To change a Xenial Portal password:

  1. In the Xenial Portal header, select the down arrow to the right of the user name.

  2. From the dropdown menu, select Change Password.

  3. On the Reset Password form, complete the following fields:

    • Current Password

    • New Password (See Password Requirements below.)

    • Confirm New Password

  4. Select Submit.

Importante

Password Requirements

  • 8 or more characters

  • At least 1 special character (e.g. @, !, #, $, %)

  • At least 1 number

  • Upper & lowercase letters

Navigate the Xenial Portal

The following items are available on the left navigation menu of the Xenial Portal.

Suggerimento

If the left navigation menu is not visible, select the hamburger icon hamburger menu icon to open/close the menu.

Item

Description

Sites

Setup individual site information including the associated users and service subscriptions.

User Management

Manage user account information including their associated sites and roles.

Settings and Tools

This menu provides access to:

  • Company Settings - Setup the company profile, product subscriptions and services.

  • Custom Fields - Define custom inputs for Sites management.

  • Site Hierarchies - Organize sites in a hierarchy to facilitate Sites management.

  • Tag Manager - Manage the tags (attributes or labels) used to group and filter company sites.

Select the four white circles right_navigation_menu.png in the upper-right of the Xenial Portal to open the right navigation menu. This menu provides access to the following Xenial components:

  • Data Management

  • Back Office

  • Reports

Pin Items on the Xenial Portal Menu

To pin frequently used items to the top of the Xenial Portal navigation menu:

  1. From the navigation menu on the left, locate the frequently used menu item.

  2. Next to the menu item, select the gray pin icon gray_pin_icon.png . When selected, the item moves to the top of the menu. A blue pin icon blue_pin_icon.png appears next to it.

Suggerimento

To unpin a menu item, select the blue pin icon next to the item.