Client Administrators - PUBLIC

TASKS FOR THE CLIENT ADMINISTRATOR TO COMPLETE
Log into XCRM and Complete the following tasks: Set the “XACCESS TIME WINDOW” setting. We recommend setting this to at least 12 hours but not greater than 25 hours. This setting determines how long a User can access XSTRA’s cloud services before the User needs to re-authenticate through XACCESS. Select which Users must use XACCESS to access XSTRA’s cloud services Ensure that XACCESS enabled Users details in XCRM contain either a valid email address or mobile number or both Send out XACCESS registration invites to your Users Check the XACCESS enrollment status of your Users in XCRM Once all Users are enrolled, turn XACCESS for your Client account be selecting the XACCESS “ON” selector switch located in XCRM Monitor XACCESS login activity for Users inside XCRM MAINTAINENANCE Continue to maintain XACCESS for your Users inside XCRM making adjustments as required Disabling existing Users when they leave your business Enabling or Disabling User enrollment in XACCESS Adding new Users to XACCESS

TASKS FOR THE CLIENT ADMINISTRATOR TO COMPLETE

Log into XCRM and Complete the following tasks:

Set the “XACCESS TIME WINDOW” setting. We recommend setting this to at least 12 hours but not greater than 25 hours. This setting determines how long a User can access XSTRA’s cloud services before the User needs to re-authenticate through XACCESS.
Select which Users must use XACCESS to access XSTRA’s cloud services
Ensure that XACCESS enabled Users details in XCRM contain either a valid email address or mobile number or both
Send out XACCESS registration invites to your Users
Check the XACCESS enrollment status of your Users in XCRM
Once all Users are enrolled, turn XACCESS for your Client account be selecting the XACCESS “ON” selector switch located in XCRM
Monitor XACCESS login activity for Users inside XCRM
MAINTAINENANCE
- Continue to maintain XACCESS for your Users inside XCRM making adjustments as required
  - Disabling existing Users when they leave your business
  - Enabling or Disabling User enrollment in XACCESS
  - Adding new Users to XACCESS

XACCESS HAS THE FOLLOOWING OPERATIONAL STATUS CONDITIONS:
DISABLED – XACCESS is not configured for your Client account in XCRM and Users are unable to enroll in XACCESS ENABLED – XACCESS is ready for configuring by the Client Administrator and Users can enroll in XACCESS however no authentication through XACCESS will occur ON – XACCESS is actively accepting authentication attempts and Users can enroll in XACCESS OFF – XACCESS is enabled and Users can enroll in XACCESS, however XACCESS will not process authentication attempts

XACCESS HAS THE FOLLOOWING OPERATIONAL STATUS CONDITIONS:

DISABLED – XACCESS is not configured for your Client account in XCRM and Users are unable to enroll in XACCESS
ENABLED – XACCESS is ready for configuring by the Client Administrator and Users can enroll in XACCESS however no authentication through XACCESS will occur
ON – XACCESS is actively accepting authentication attempts and Users can enroll in XACCESS
OFF – XACCESS is enabled and Users can enroll in XACCESS, however XACCESS will not process authentication attempts

Revision: 15

Last modified: Feb 28, 2023

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