Searching for websites and portals
Menu paths
- Modules ➔ Documents ➔ Setup ➔ Maintenance ➔ Websites
and Portal settings
- Modules ➔ Marketing ➔ Setup ➔ Website ➔ Websites
and Portal settings
Introduction
This page allows you to search for websites and workspaces configured for
standard, reseller portals, customer portals, and/or supplier portals. You can also
configure websites and workspaces, or modify existing ones on this page.
Roles and rights
To configure or modify the configurations of websites and workspaces, function right 276 – Maintain websites, corporate level is required. By default, users with the Web administrator role have this function right.
Note:
- For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
- For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.
What version are you using?
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I search for websites and workspaces?
- On the page under the Criteria section at Active, select Yes or No to display only active or inactive websites
and workspaces respectively. Alternatively, you can leave the field blank to display all websites
and workspaces.
- At Division, type or select a division code to display only the websites
and workspaces linked to the division selected.
- Define the rest of the fields.
- Click Show.
How do I configure website and workspace settings?
- On the page, click New.
- At Title, type the name of the website or workspace.
- Define the rest of the fields where necessary.
- Click Save.
Keep in mind: All fields with the “!” icon is mandatory.
How do I modify the configurations of websites or workspaces?
- On the page under the Criteria section at Active, select Yes or No to display only active or inactive websites
and workspaces respectively. Leave the field blank to display all websites
and workspaces.
- At Division, type or select a division code to display only the websites
and workspaces linked to the division selected.
- Define the rest of the fields.
- Click Show.
- Click the hyperlink of the corresponding website or workspace to modify
its configurations.
- Make the necessary changes.
- Click Save.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
New
Click this to configure a website or workspace. For more information, see Creating and modifying configurations of websites and portals.
Note: This is available only if you have function right 276 – Maintain websites, corporate level.
Fields
Criteria section
Active
Select Yes or No to display only active or inactive websites and workspaces respectively. Inactive websites and workspaces remain in the system but are not available for viewing by users. Leave the field blank to display all websites and workspaces.
Division
Type or select the division code to display only websites and workspaces linked to the selected division. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Classification
Type or select a classification ID to display only websites and workspaces that are linked to the selected classification. Once you have selected a classification, you can view the details of the classification by clicking the name of the classification displayed next to the box. For more information, see Creating and modifying classifications.
Sector
Type or select a sector to display only websites and workspaces that are linked to the selected sector. Once you have selected a sector, you can view the details of the sector by clicking the name of the sector displayed next to the box. For more information, see Creating and modifying sectors.
Title
Type a full or partial title to display the websites and workspaces that match the title entered.
Domain (Contains)
Type a domain name to display only the websites that are hosted at the corresponding domain name.
Type
Select Standard, Reseller portal, Customer portal, or Supplier portal to display only websites and workspaces that are linked to the selected type. The type determines the websites and workspaces that can be accessed by the specific accounts. For example, websites that have the type Customer portal can only be viewed by customer accounts.
Columns
Preview
This column displays an icon for every active website and workspace. Clicking this icon will open the respective website or workspace in a new tab.
Active
This column displays information on whether the websites and workspaces are active or inactive.
Title
This column displays the names of the websites and workspaces. You can click the corresponding hyperlink to view and modify the corresponding website or workspace. For more information, see Creating and modifying configurations of websites and portals.
Domain
This column displays the domain names of the websites.
Division
This column displays the divisions linked to the websites and workspaces.
Classification
This column displays the classifications linked to the websites and workspaces.
Sector
This column displays the sectors linked to the websites and workspaces.
Type
This column displays the document types of the websites and workspaces.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
15.429.180 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
23-11-2016 |
| Release: |
|
Attachment: |
|
| Disclaimer |