Knowledge Base

Admin Dashboard


Frequently Asked Questions

#1 How to upload a file, link in an email message or post on a web site?

You may upload files you wish to use to link to in any emails, eblasts or screens/forms on your site.

Once a file is uploaded, it will be listed with a link that may be copied and pasted into an email or posted on a page in a web site.

  • Do not include special characters in the file name such as: @ # $ % ^ & * ( ) { } ~ = + / \ |
  • Hyphens and Underscore characters are acceptable in a file name

NOTE: The upload will overwrite an existing file that has already uploaded with the same file name.

Upload the file:

  1. Click Dashboard
  2. Click Upload Files in left side menu
  3. Click Browse button
  4. Locate the file on your computer
  5. Click Upload your File button
  6. Repeat steps 3 to 5 for each file to be uploaded

Example of the Upload File Screen

Insert a Link to the file in an email:

  1. Click Dashboard
  2. Click Upload Files in left side menu
  3. Locate the URL under File Link for the file to include in the email, then highlight the URL and copy it (CTRL-C)
  4. Click Dashboard
  5. Click the Module to compose the email from
  6. Click Email/Download in left side menu
  7. Select Go to Email/Download
  8. Clck Find button for the list to email to
  9. If applicable, Click Advance to sub-filter the recipient list
  10. Click Send Email
  11. In the Message body, click the Link icon (If the file is an image, click the Image icon )
  12. Paste into URL field, the File link URL from step 3 (if the file is an image, Paste into Source field, then Go to Step 15)
  13. Enter Text to display e.g. Download File
  14. Set Target to New window
  15. Click OK button
  16. Finish composing the message
  17. Click Preview Email button
  18. Click Send Now button (to send immediately) or click the Calendar icon to select a date and time, then click Schedule Email button

IMAGE TIP: To freely move the image anywhere in your email:

  • Click the image once it is pasted into the text area
  • Click Formatting Icon

#2 How to edit the Conference Name, Dates, URL and/or Event Description?

Conference Settings are specific to each conference and is where the Conference Name, Dates, Conference URL and Event Description are set.

  1. Click Dashboard
  2. Click the Conference Home link located on the far right of the screen
  3. Make edits as desired
  4. Scroll down and Click Update Conference button
    • The Conference Settings screen will open, you may edit the event name, dates, URL and information that appears about the Event on the Conference Home page.

Example of the Conference Settings Screen


#3 How to Add a New Client / Customer?

  1. Click Dashboard
  2. Click Client Management in the left side menu
  3. Click + Add New Client button
  4. Populate the fields:
    1. Customer Name - This is the Primary Customer's Name/Organization Name
    2. Customer URL - a unique abbreviation or acronym to use for the conference site URL
    3. Main Contact First Name - Administrator First Name
    4. Main Contact Last Name - Administrator Last Name
    5. System Email Address - Administration Email Address
    6. Customer Homepage - URL for the main organization's website
    7. Site Banner - Upload a 1000 pixels x 200 pixels, PNG formatted image banner
    8. Site Primary Color - hex code for the primary color used on the site for buttons and main menu
    9. Site Font Color - hex code for font color - e.g. #ffffff
  5. Click Add Customer button


#4 How to submit a support ticket to X-CD?

After unsuccessfully searching the online Knowledge Base to try to find an answer or to resolve the issue, Submit a Support Ticket by following the below steps.

  1. Click the Help button in the top, upper right hand corner beside the login profile
  2. In the pop-up window, click on Submit a Support Ticket button
  3. Complete the form and provide as much detailed information as possible about the issue or what steps are being followed; if there is an error message, then provide the details of the error message.
    • Note: Do not add attachments or Screen Shot images as these items are not supported.
  4. The Support Ticket will notify the appropriate X-CD support staff and actioned.


#5 What is available under Other Tools?

You will have access to

  • Profile Home Management - Define links available on profile home page
  • Site Template Management - Conference site banners, colours fonts
  • Contact Form Management - Various contact forms used by the conferences
  • Website Management - If applicable, where the website is managed in the X-CD system
  • Organization Information - Organizational contact information
  • System Email Management - System generated default email messages
  • Dues Management - If applicable, where membership dues are managed in the X-CD system
  • Archive Conferences - Set past conferences as visible or hidden from the admin dashboard
  • Credit Card Processor - Provide system wide payment gateway processor information


#6 How to archive older conferences?

Archiving conferences or forms will not display the item(s) on the dashboard.

  1. Click Dashboard
  2. Click Other Tools
  3. Click Archive Conferences
  4. Select the toggle button beside the conference(s) to archive so that the red Archived word appears.
    • Note: Unused or older forms that appears in the forms module may also be archived


#7 Where do I change our Organization Name or Main Contact Email address?

  1. Click Dashboard
  2. Click System Settings in left side menu
  3. The fields listed here are used for generic system emails when there is no module specific email address, such as the main login screen or profile home screens.
  4. Apply your revisions
  5. Scroll down and click Update Details button

#8 How to download my site's data?

Downloading from:

Overview

Your admin dashboard is the highest view of your instance of your X-CD management system. No matter which modules you are using, you can access them from your admin dashboard.

If you are managing an association, your member dues portal will be on the left panel. If you are managing education credits and certificates, you will see the credits module on the left panel. 

The default view is Conferences and their associated modules are listed under each conference.

From your admin dashboard, you have a variety of general system setting and top level administrative functionality you can adjust along the left panel. 

Conference Module Selection

Under the conferences area in the main dashboard you will see a list of all the conferences you are managing.

  1. Click on the conference you want to administer
  2. Select the module you want to manage.
    E.G. To manage submissions, click the Speakers Module Name; For registrations, Click the Attendee module name

Forms Module

The Forms tab located next to the Conferences tab will show you any/all of the forms you are managing in your system. These could be disclosure forms, awards forms, evaluation forms etc. When you click into any form listed in the Forms tab, you will have full admin access in administering that form including email/downloads, reports, and all completion information.

Contact Module

The contacts module on the left panel is where you can drill into all all of your system contacts (authors, presenters, registrants, exhibitors, etc.). If you click the Email/Download button from your submission module, your drill down capabilities will automatically be related to your submission contacts (authors, co-authors, presenters, reviewers, etc).

Profile

In the top right corner of your admin interface you will see your name, or the name of the logged in user profile. In the user profile, you may change the colour template of your admin dashboard, edit your personal contact information, or edit/change your password. 

Click on the name, and you can edit the user profile or log out.

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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