• Introduction To Xcitium
• Sign Up For A Xcitium Account
• The Admin Console
• The Dashboard
• Manage Admins, Staff And Roles
  • Manage Admins And Staff
  • Manage Roles
  • Admin Privilege Levels
• Manage Customers
• Access Xcitium Modules
• App Store
  • Add Acronis Backup
  • Add Quote Manager
  • Upgrade Endpoint Manager
  • Add Customer Relationship Management
  • Add Xcitium Secure Email Gateway Enterprise
  • Add Service Desk
• Quick Actions
• Tool Set
• Manage Your Account
  • Update Account Details And Customize Reports
  • Xcitium Platform License Account Details
  • Account Security Settings
  • Remote Access Support
• Manage Subscriptions, Usage, Billing And Settings
  • Manage Subscriptions
  • View Usage Details
  • View Billing Details
  • Configure App Settings And Service URL
• Reports
• Notifications
• View Audit Logs
• Configure Xcitium Platform Settings
• Xcitium Support
• View Release Notes
• Appendix 1 - Dragon Platform Versions
• Appendix 2 - Charging For Managed Devices
• About Xcitium Security Solutions

Quick Actions

• The 'Quick Actions' menu contains shortcuts to important tasks in Xcitium modules.

• Click the clock icon in the menu bar to view all tasks:

• Quick actions are also available as buttons on the dashboard below the menu bar:

• Enroll Devices in Bulk - Endpoint Manager: Download the packages you need to enroll multiple devices into Endpoint Manager. See https://help.Xcitium.com/topic-399-1-786-11273-Bulk-Enrollment-of-Devices.html

• Enroll New Device - Endpoint Manager: Add user devices to Endpoint Manager. To find out more about this process, see https://help.Xcitium.com/topic-399-1-786-10126-Enroll-User-Devices-for-Management.html.

• Create New Ticket - Service Desk: Quickly add a new Service Desk ticket on behalf of a user. See https://help.Xcitium.com/topic-457-1-990-14535-Manage-Tickets.html for more details on this process.

• Create New Customer - Xcitium Portal: MSPs can add new customers to Xcitium. Customers that you add will become available in all integrated applications:

• They are available as 'Organizations' in Service Desk

• They are available as 'Organizations' in CRM

• They are available as 'Companies' in Endpoint Manager

• They are available as 'Companies' in Dome Shield

• To find out more, see Manage Companies

• Create New Opportunity - CRM: Add a new sales opportunity to Customer Relationship Management (CRM) module. See https://help.Xcitium.com/topic-457-1-983-14603-Add-an-Opportunity.html if you need more help with this.

• Create New Quote - Quote Manager: Add a new sales or service quote in Quote Manager. See https://help.Xcitium.com/topic-457-1-988-14390-Generate-a-New-Quote.html to find out more.