Your Account
Information on how to manage your account details and Teamspaces
By Fabrice1 author13 articles
- 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.
- Logging in to XapienHow to sign in with a password or SSO, set up your account for the first time, reset a forgotten password, and what to do if you can't get in.
- 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 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, notification preferences, personal details, and account security
- Organisation InsightsHow to monitor your organisation usage and active users
- Email notifications for completed reportsHow email notifications let you know when your report is ready, and how to turn them on or off.
- Email notifications for sharing reportsHow email notifications for shared reports work, what the email includes, and how to manage them in your notification preferences.
Teamspaces
How to use and manage your teamspaces
- Using TeamspacesWhat teamspaces are, how to run reports within them, and how sharing works
- Managing teamspacesHow to create, manage, and delete teamspaces, and how to add, remove, and change roles for users within them
- Can I set a default teamspace?How to set a teamspace as your default so it's automatically selected every time you run a new report