We're excited to announce the public release of our redesigned admin portal.
We focused on creating a sleek, modern design coupled with enhanced functionality that makes managing your events and membership easier and more efficient than ever before. Below are some notes about key changes as well as a note about the future roadmap of the X-CD administrative portal.
It was time for a change. The admin area has not been redesigned in a number of years. We wanted to modernize the look and feel
We have already added new design components in different places of the admin portal and want these more modern components to better match the overall look and feel of the admin portal
The design change will also lay the foundation for other near term improvements across the administrative system
New color styles creating a fresh and modern web application
Less dark - more bright
We've removed a grey feeling and brightened the design with more white
Breadcrumbs have been added to interior pages for clarity as to where you are within the admin system
Breadcrumbs will be enhanced in future updates
The default dashboard view brings your most recent modules to the beginning of your session
Recently accessed modules will appear first, followed by any other favorited modules
Each module is represented as a module card (more on module cards below)
You have three view styles to utilize and set as your preference for display of a module card - Detailed, Compact, List
We eliminated the table view style of your conferences
Each conference is now listed as a card which provide a cleaner, easier to see view of your event modules
Conference cards are also provide three different view styles - Detailed, Compact, List
When you click "Dashboard" from the left menu to return to the dashboard - you will automatically land where you last were – either "My X-CD" or "Conferences".
The style you select to use for module cards and conference cards will respectively and automatically save in all future page loads. You can change it anytime and it will save again.
Conference Cards
The conference dashboard is a collection of conference cards
Just like before - each conference is a collection of modules
The card may have a conditional flag that displays the 'conference type' if a type has been added for that conference
There are 3 different views of the conference cards
Try out all 3 different views to see which you prefer.
When you select one you like, that style will be auto saved against your account and be the default view for you each time you load the conference dashboard.
Conference Card View Styles
Detailed
Pictured Above
Large view that has modules listed with ability to expand to see all modules if more than 3 exist
Links to important conference level features - like program, event app, etc.
Compact
Smaller view that hides the conference modules from the card
The modules are available by clicking the 'Conference Modules' button
List
This view has the least amount of information on it
There are button links to the Conference Home and to a Quick Dashboard that will provide access to all links that are also offered on the Detailed card view
Module Cards
Module cards are visible from your My X-CD dashboard as explained above
They are also visible within the Conference Home's Module screen
Each module card will display if the module is open for new data collection as well as key statistics
The module name can be clicked to go to that module's dashboard
A 'Quick Dashboard' button is available which will open a modal with additional options
The module 'Quick Dashboard' offers deeper links and options to help you get inner-areas of the module that is important for you in that moment
eg. jump to settings or enter a name to quickly bring up a submission or attendee record
The header bar area has become more functional with:
Search bar
Quick Navigation
Knowledge Base
Notifications
User Profile Menu
Click this search bar or simply type CTRL (windows) or CMD (mac) + 'K' on your keyboard to activate the new X-CD search feature
The search is powerful and multifaceted
You can search:
Contacts
System Apps, System Settings, & System Tools
Conferences or Modules
If you are wondering where something might have moved to - search for it here!
Quickly find things you are looking for without using the menus!
We strongly suggest trying this feature out and getting used to it!
Always have recent modules or related modules quickly accessible
Related modules are ones related to the conference you are actively working in
This new style will appear in some high level pages to offer a visually intuitive view of features or functions of the respective module or area of the system
In some cases, the mega menu will pivot into a top-menu or left-menu once you are working within the interior feature or function page
Features or functions are categorized to make it easier to find and understand the purpose of that feature or function
We have removed many items from the left menu in order to better categorize the items
We have replaced the items with 3 main categories as descried below
Some items are still available in the left menu - eg. contacts and company management
Additions to Left Menu: System Apps, System Settings, & System Tools
The left menu item removal has created 3 new critical dashboard left menu items:
System Apps, System Settings, System Tools
These are 3 categories of features of X-CD that encompass non-conference and non-membership items
We encourage you to familiarize yourself with these areas as an admin will need to enter these areas from time to time to adjust settings
System Apps
These are products within X-CD that are not conference or membership specific
Examples include:
Email Management - templating & history
Education Credits - Repository of credits earned
E-Commerce - stores
System Settings
These are areas of configuration of your system
Examples include:
Organization Details
Contact Form Management
Multi Factor Authentication
System Tools
These are functions to utilize that will provide information about your system
Examples include:
Financial Reporting
File Management
Removed From Left Menu
We've reduced the amount of options in the left menu to make navigation easier
Items we have removed - with information on where to find them feature now:
Mobile App Management
Accessible from within conference program module or conference home
Financial Reporting
Accessible from System Tools
Education Credits
Accessible from within conference program module or System Apps
X-CD Payments
Accessible from System Tools
Website Management
No longer relevant for most clients
Profile Home Configuration
Accessible from System Settings
Manage Files
Accessible from System Tools
Profile Home (User App)
Accessible from top right user profile menu
Support Request
Accessible from top-right Help menu
Mentorship
Accessible from System Apps
All apps, modules and tools can be found quickly with CTRL/CMD+K
Re-styled program overview
Downloads easier to view
More changes will come in future
Single Session Management
When beginning to manage a single session, the default view is now a menu of options to configure your session
When you are on an interior session management function - the menu transposes to the left side for quick navigation to another function
We've released the new administrative design with a main focus on the design and the main dashboards
The initial changes lay the foundation for future upgrades and new features throughout the X-CD system
Future changes and new features include:
Conference Home
More direct links to conference-level features like mobile app, virtual app, lead retrieval, onsite management, education credits, etc.
Module Dashboards
Speaker, Attendee, Exhibitor overview pages will be upgraded to offer more insightful data and mega menus to find module specific functions more easily
Reporting Apps
Modern reporting apps for cross-conference comparisons
AI Powered Tools
Summary reports
Chatbot style prompting for processing changes
And even more!