Overview

Getting started with EG Go

This guide walks you through step by step on how to get started using EG Go for time and material registration.

The EG Pro+ app includes the project module and can be installed via the Xena App Store. This guide assumes it is already installed. Additionally, the EG Go and Eg Log apps can also be installed, ready to have users added when invited in step 2.

1: General settings

In the menu, select Setup > Calendar Setup. These settings are the backbone of time registration and calendar planning.

Some settings are already in place when you created the account, while others you need to set up yourself. We recommend, at a minimum, going through the setup of activity types.

READ MORE: Calendar Setup

2: Invite employees

For an employee to access time registration in EG Go, they need to be invited into the account as a user. Therefore, you need to have each employee's email address. It can be their private email address if they don't have a company email address.

Go to Setup > Company > Users. Press 'Invite user.'

READ MORE: Invite employees

3: User activation

After you have invited the employee, they will receive an email with a link to activate the user and create a password. The user can then log in to Xena and edit their own personal profile. It is possible, for example, to activate two-factor authentication.

READ MORE: User profile

4: EG Go/Log Setup

This part of the setup concerns what users can see and access in the EG Go and EG Log apps.

Carefully go through the setup point by point to ensure your users have access to the correct data and features in the apps.

READ MORE: EG Go Setup

5: User Setup

You can add keywords for easy and quick filtering of your employees in the calendar and project reports.

Additionally, you can choose calendar and breaks, and you can create purchase and sales prices for the user's time registrations.

READ MORE: User Setup

6: Start using EG Go and EG Log

You and your other users are now ready to start using EG Go. Log in to EG Go via a Chrome browser, through the page go.xena.dk. If using a mobile device, it is also recommended to use the Chrome app.