HQ User Manual

Who this is for

Owners, back-office admins, setup staff, and managers who maintain X1 HQ for one or more shops.

Before you start

• Confirm you are working in the correct workspace and brand.
• Confirm whether your change is meant for one shop, multiple shops, or all shops.
• Keep a record of the current setting before you edit anything high-impact.

What this manual is for

This section explains how to use the X1 HQ web portal to maintain store setup, POS behavior, menus, reports, online ordering, integrations, marketplace subscriptions, and billing.

Use this manual when you need to:

• update business or store settings
• manage POS configuration
• maintain menu data
• review reports
• control online ordering setup
• manage partner or payment integrations
• subscribe to or remove optional platform features

How to use this manual

Start with the section that matches the job you are doing, not just the feature name you remember.

• Use Brand, Shop, and Channel Scope before changing shared data.
• Use Making Safe HQ Changes before editing live settings during business hours.
• Use Dashboard if you are trying to understand where to go next after sign-in.

Choose a section

Getting Started

• Dashboard: understand the landing page and where to go next.
• Account and Profile: manage your own login and security settings.
• Workspace Administration: manage workspace members, business structure, and HQ business access.

Store Settings

• Store Settings Overview: choose the correct store-level setup page.

Use this section for shop-specific configuration such as Info Settings, Workday Schedule, Device Settings, System Parameters, and Tables & Sections.

POS Settings

• POS Settings Overview: manage checkout behavior, staff access, and POS financial setup.
• Promotions and Discounts: manage automatic and manual price reductions used by POS selling workflows.

Menu & Catalog Management

• Menu & Catalog Overview: build the structure that cashiers, kiosks, and online channels use.

Online Ordering

• Online Ordering Overview: manage customer-facing menu display and channel behavior.

Reports & Analytics

• Reports Overview: choose the correct report family for sales, operations, or audit questions.

Ecosystem & Integrations

• Integrations Overview: manage partner connections and related setup.

Marketplace & Billing

• Marketplace: browse optional features and integrations.
• My Subscriptions: manage active subscriptions.
• Billing: review the current plan, billing method, and invoice status.

Recommended reading order for new HQ admins

1. Read Brand, Shop, and Channel Scope.
2. Read Making Safe HQ Changes.
3. Read Store Settings Overview and POS Settings Overview.
4. Read Menu & Catalog Overview before editing menus or online ordering.
5. Use the task pages linked from each section overview for the change you need to make.

What changes after you save

Changes in HQ do not all behave the same way.

• Some changes affect HQ only.
• Some changes affect only the selected shop.
• Some changes create configuration that still needs shop-level enabling.
• Some changes affect customer-facing or POS behavior and should be verified after save.

Each detailed HQ page should tell you what to verify after you save.

If something goes wrong

• Stop and confirm you edited the correct brand and shop.
• Compare the page with the previous value, screenshot, or audit trail.
• Check whether the setting also needs shop-level or channel-level setup.
• Test the change in the target shop or channel before making more edits.

When to ask owner/admin

• You are not sure whether the change is brand-level or shop-level.
• The change affects live checkout, tax, payment, or receipt behavior.
• You cannot confirm the result after saving.
• You need access to billing, integrations, or security settings.