Task-based walkthroughs for Administration. Each one follows the real menus, in the order you would use them.
Invite your team and set permissions
6 minAdd users, give them roles and keep within your plan’s seats.
- 1
Check the roles
Open Administration → Users & Access → Roles & Permissions and adjust or copy a role.
- 2
Invite users
Open Users and invite by email with a role and company. Your plan’s user limit applies; the page tells you how many seats are left.
- 3
Group and delegate
Use User Groups, Access Requests and Delegated Access for temporary or shared access.
- 4
Keep an audit trail
Open Audit & Compliance → Audit Log to see who changed what and when.
Invite your team and set permissions in Xetuu AdministrationTip: Need more seats? Open Control Panel → Plan & Billing and move up a plan, or contact us for a custom limit.
Brand your documents and set numbering
6 minChoose the print design, footer and document number formats.
- 1
Open Print Settings
Open Administration → Documents → Print Settings.
- 2
Pick a design
Choose a template, colours, font, footer and default terms. Every PDF in every module follows it.
- 3
Set numbering
Open Document Numbering and set the prefix, padding and reset period for each document type.
- 4
Test
Print any invoice or order to see the result.
Brand your documents and set numbering in Xetuu AdministrationConnect payments and email
8 minLet customers pay online and send documents from your own address.
- 1
Add a payment gateway
Open Administration → Payments → Payment Gateways and enter your own provider credentials.
- 2
Configure email
Open Communications → Email Settings and add your SMTP details.
- 3
Adjust templates
Edit Email Templates and check Email Logs to confirm delivery.
