ADMINISTRATION
Customize your Xcelerate platform to meet your unique business needs
MANAGE USERS
Create and remove users from your Xcelerate platform as well as add licences as needed.
PERMISSIONS
Learn how to control visibility in your Xcelerate platform on the individual and role level.
COMPANY CODE & SETUP
Update your address, add new locations & view your company code. Company Codes are required for logging on to the mobile app.
CONFIGURABLE VALUES
Customize your dropdowns in various locations of the Xcelerate Platform. For example, customize your cause of loss, CRM sales stages, and more!
CUSTOM FILE STATUS
As your job progresses it will move through various file stages. Customize these file stages to your unique business workflows
FILE TYPE DEFAULTS
Customize your budget percentage, defaut roles and default photo albums for each of your file types.
CUSTOM KPIS
Xcelerate is set up with defaul KPIs to get you started, but these can easily be customized.
PROGRAM TYPES
Add custom program types to standardize SOPS in combination with our Workflow Wizard.
INTEGRATIONS
Xcelerate is very proud to partner with many industry powerhouses making your platform even more robust. Check out our easy-to-follow integration walkthroughs below or reach out to our team for personalized set up.
