Knowledge Base

X-CD Terminology


Frequently Asked Questions

#1 Action Panel

The default view of the action panel on the Admin Dashboard is a listing of all conferences and forms.

The conference panel lists all conferences and modules of each conference (for example, speaker registration management). There may be only 1 module for a conference or there may be 5 modules. This depends on the contract with X-CD Technologies.

Click on any conference sub-module or a form title to enter a specific module's management area.


#2 Left Menu

The Left Menu offers additional, high-level controls. 

Depending on the module, the left menu will change.

For example, if in the admin dashboard, the left menu will NOT offer a setting to 'Manage Attendees'. If in the Attendee Module, then the left menu will change and 'module specific menu items' will appear.

There are certain key items that are only available when on the Admin Dashboard. This includes 'Contacts Module' and the ability to add new modules to a conference.

Example of Left Menu from the Admin Dashboard

Example of Left Menu from Speaker Module

Example of Left Menu from Attendee Module


#3 Top Menu

The Top Menu refers to the personal profile area of the admin panel. Use this top menu when trying to update your profile or logout of X-CD.

We will rarely reference this top menu in other areas of the guide, but we want to point it out because directly below the Top Menu is the Direct Action Menu.


#4 Direct Action Menu / Horizontal Menu

The Direct Action Menu is a menu that appears once inside a module.

Examples of a Direct Action Menu are:

  • Managing a specific attendee
  • Managing a specific exhibitor
  • Managing a specific speaker submission
  • Managing the review module
  • Managing different settings

Example of Direction Action Menu from Submission Settings Screen

Example of Direction Action Menu from Manage Attendee Screen


#5 Admin Dashboard

The admin dashboard is the starting page after login.

The layout is comprised of:

  • Action Panel (the main area)
  • Left Menu
  • Top Menu
  • Direct Action Menu


#6 Speaker/Author/Presenter Definitions

Primary Contact

The Primary Contact is typically the presenter or primary author, but this is not always the case. Sometimes a secretary or an assistant might submit something on behalf of a speaker/presenter/author. In this scenario, the secretary/assistant would be tied to the submission record as the primary contact (the for communication purposes), although not technically an author tied to the submission. In this scenario, after the primary contact submits on behalf of the presenter, they can remove themselves as a listed author on the submission, however they are still flagged in the system as the primary contact even though they are not tied to the submission as an author. 

Presenter

The primary contact (person who submits) is by default automatically marked as the presenter, unless that is changed post submission during while co-authors are added. Any author listed on a submission can be marked as the Presenter. 

All Authors 

Consist of the presenter and all listed co-authors (not necessarily the primary contact)

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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