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Xcitium Platform

Xcitium Platform

Xcitium - Admin Guide

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Quick Actions
  • 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.



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