Next Generation Xapien
Guidance and instructions on how to use the next generation of Xapien
By Fabrice and 1 other2 authors29 articles
Your Account
Information on how to manage your account details and Teamspaces
Getting Started on the Next Generation Xapien PlatformThis guide walks you through what to expect when moving to the upgraded Xapien platform, and what you'll find once you're set up.
Xapien platform viewA fresher look for your Xapien platform
Where can I find Help?Where to find additional Help & Support
Setting up Multi-Factor Authentication (MFA)How to set up MFA for your account and how enforced MFA works
Adding and Managing UsersA guide for Organisation Admins on how to invite new users, manage existing users, and handle pending invitations on the Next Generation Xapien platform.
How the Viewer role worksA guide to the Viewer role - what Viewers can do, what they can't, and how Organisation Admins assign and manage them.
Editing your account settingsHow to manage your customisation preferences, personal details, and account security
Generating a Report
Guides on how to generate a Xapien report
How to generate a reportInstructions on how to generate a report from your Xapien portal
What is Identify?What does this step in report generation involve?
Using TemplatesHow do templates work?
Can I use languages other than English?How to generate a report using languages other than English
What is the smart queuing system?How the smart queuing system works and what to expect
FAQs
Answers to frequently asked questions
How is location risk updated
What sources does Xapien use?
Will I be charged for re-running my report?How we treat cases where your initial report didn't return the information you were looking for
Ask Xapien vs. the Help widget - what's the difference?When to use Ask Xapien, and when to use the Help widget.
The Dun & Bradstreet (D&B) integrationHow Xapien uses your Dun & Bradstreet (D&B) licence to enrich Identify, company details, ownership structures, and risk signals in your reports.