Your organisation settings are found in the Organisation settings panel of the user menu. The user menu is located in the top right of the Xapien Portal, visible as 'Hi, your name'.
From here you can manage who has access to invite new users, monitor account usage, enable or disable multi-factor authentication, and switch on project references.
Managing new user access
By default, only admin users can invite new users.
You can change this by enabling the User can invite new users setting, which allows all users to invite new users.
To enable this setting:
Toggle the User can invite new users button (located on the right side of the panel). The toggle will appear blue when on.
Click ‘Done’ to save your changes (located at the bottom of the panel).
To disable this setting, toggle the User can invite new users button again and click ‘Done’ to save changes.
Project References
When project references is switched on, users can choose to enter a project reference for each new report.
To enable Project references:
Toggle the Project references button (located on the right side of the panel). The toggle will appear blue when on.
Click ‘Done’ to save your changes (located at the bottom of the panel).
To disable this setting, toggle the Project references button again and click ‘Done’ to save changes.
Multi-factor authentication (MFA)
Multi-factor authentication (MFA) is a security feature that requires users to provide two or more forms of identification to access their account. This adds an extra layer of protection beyond just a password.
Only admin users have the ability to enable MFA.
To enable MFA:
Toggle the Multi-factor authentication (MFA) button (located on the right side of the panel). The toggle will appear blue when on.
Click ‘Done’ to save your changes (located at the bottom of the panel).
Once enabled, all users have the option to use multi-factor authentication when signing in.
Note: Users must have access to a device with a camera to complete the MFA login process.
Usage
Tracking usage
Usage tracks the number of reports that have been run over the past 7 days, 30 days, and year. A full usage log can also be downloaded as a .csv file containing the following details:
Date
Time
Time stamp
User
First Name
Last Name
Report Subject
Report Context
Project Reference
Groups
Adverse Media Monitoring Status
Screen Monitoring Status
To view account usage scroll down to the bottom of the Organisation settings panel to Usage. To change the time period, click on the arrow to the right of the panel, and select your desired time frame.
To download a full usage log (.csv) click on the Download button, located on the right side of the panel.
Does re-running a report count as usage?
Regenerating a report after confirming or discarding articles does not count as creating a new report. There is no limit for how many times you can regenerate a report.
However, if you generate a new report from the Reports tab, that will be counted as a new report.


