Account & User Management 

User Manual — Overview & Getting Started

1. Account & User Management Overview

1.1 Purpose of this User Manual

This manual serves as a comprehensive guide to the Account and User Management capabilities of the Xebo.ai platform. It covers the full range of administrative functions available to organisation administrators and super administrators, including the ability to configure organisational settings, defining and assigning roles, organizing users into groups, managing business units, and setting up workflows, templates, and notifications. 

The manual also addresses user-level configurations such as modifying account details, library and contact management, thus providing a structured reference for every aspect of account governance within the platform.

By the end of this manual, administrators will be equipped to confidently set up and maintain their organisation's environment on Xebo.ai. They will be able to onboard and manage users efficiently, assign appropriate roles and permissions and structure teams.

1.2 Getting Started on Xebo.ai

1.2.1 Xebo.ai Login

Step 1: After clicking the Xebo.ai link, you will be redirected to the Single Sign-On page and the landing page of Xebo.ai.

1.2.2 Navigating to Account Management

Step 1: Click User icon on top right of the Xebo.ai page.

Here, you will be able to see the various account management options available: My Account, My Library, Jobs and Contacts.

1.2.3 Navigating to User Management

Step 1: Click Settings icon from top right of navigation bar.

Here you will find various tabs that will allow you to customize the different organisation settings, users, communication preferences, integrations and templates.

1. Organisation: Setup organisation structure by modifying organisation users, assigning them default or custom roles and segregating users into groups and business units. Moreover, you can enable brand whitelisting, view audit logs and usage statistics of Xebo.ai platform.
2. Preferences: Choose the sending domain to be the default Xebo.ai domain or add your custom email domain through which all message delivery to respondents should take place. Moreover, you can add custom survey domain links to further whitelist all survey links with your brand domain or sub-domain.
3. Integrations: Customize the gateways through which survey invites and reminders can be sent. You can select and add Email, SMS and WhatsApp gateways from this menu.
4. Templates: Create and modify survey invitation, reminder and thank you templates for your organisation. These templates can be used under the Distribute section of the Surveys module. You can create, delete and edit templates across Email, SMS and WhatsApp medium.
5. Notification: Manage alerts and scheduled reports from this tab. You can create alerts from this tab, which delivers a notification when a specific dashboard metric crosses or falls below a specified threshold or relative percentage.