Difference between revisions of "Sites"
Jump to navigation
Jump to search
| (5 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| + | This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/organizational-data/locations/ Hornbill Document Library]. | ||
| + | |||
| + | [[file:hornbill-document-library.png|Hornbill Cloud|link=https://docs.hornbill.com/esp-config/organizational-data/locations/]] | ||
| + | <!-- | ||
| + | |||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
{| style="width:100%" | {| style="width:100%" | ||
| − | |[[Main Page|Home]] > [[ | + | |[[Main Page|Home]] > [[Configuration]] > [[Platform Configuration]] > Sites |
| − | |style="text-align:right;"|[[:Category: | + | |style="text-align:right;"|[[:Category:Configuration|Index]] |
|} | |} | ||
</div> | </div> | ||
| Line 27: | Line 32: | ||
==Creating a Site== | ==Creating a Site== | ||
| − | [[File:Sites_Manage.png|thumb| | + | [[File:Sites_Manage.png|thumb|350px]] |
| − | Sites can be added manually or lists of Sites can be imported using a Sites CSV import option. | + | Sites can be added manually or lists of Sites can be imported using a Sites CSV import option. Sites are created and managed via '''Configuration > Platform Configuration''' under the section '''User & Guest Access'''. |
<br> | <br> | ||
<br> | <br> | ||
| Line 34: | Line 39: | ||
===Creating an Individual Site Record=== | ===Creating an Individual Site Record=== | ||
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
| − | To manually create a Site, click the '''Create New Site''' | + | To manually create a Site, click the '''Create New Site''' button located at the top right of the list. While it is possible to record a number of attributes against a site record, only the site name is mandatory. |
<br> | <br> | ||
<br> | <br> | ||
| Line 50: | Line 55: | ||
===Creating Multiple Site Records via CSV Upload=== | ===Creating Multiple Site Records via CSV Upload=== | ||
<div class="mw-collapsible-content"> | <div class="mw-collapsible-content"> | ||
| − | If many sites exist within your organisation, the CSV upload facility will allow you to upload multiple site records quickly and easily. Please note that the CSV upload facility is designed purely to create new records, and thus cannot be used | + | If many sites exist within your organisation, the CSV upload facility will allow you to upload multiple site records quickly and easily. Please note that the CSV upload facility is designed purely to create new records, and thus cannot be used to manage changes to existing records. |
<br> | <br> | ||
<br> | <br> | ||
| − | To upload a list of Sites, begin by clicking the '''Upload | + | To upload a list of Sites, begin by clicking the '''Upload''' button. On the next screen, click the '''Download Template File''' button located on the right hand side. As with the manual creation of a site, only the site name is mandatory. Import the Sites by using the '''Select CSV File To Upload''' option and selecting the file you have prepared. |
<br> | <br> | ||
<br> | <br> | ||
| Line 91: | Line 96: | ||
</div> | </div> | ||
</div> | </div> | ||
| + | |||
==Manage Sites== | ==Manage Sites== | ||
| − | * Edit a Sites | + | * Edit a Sites attributes by selecting the site to edit, make the required changes to the Sites attributes and select '''Save Changes'''. |
| − | * Delete one or multiple Sites by selecting the Sites to delete and then use the '''Delete | + | * Delete one or multiple Sites by selecting the Sites to delete and then use the '''Delete''' button. |
| + | |||
==Add Users to Sites== | ==Add Users to Sites== | ||
| − | + | Associate users manually to sites from the '''[[Users]]''' option, or by creating users and their default Site using the Users CSV template. | |
| − | ==Site View== | + | ==[[Site View]]== |
In the User app, it is possible to further customize the data associated to a site: | In the User app, it is possible to further customize the data associated to a site: | ||
| Line 117: | Line 124: | ||
* Documents linked to the Site | * Documents linked to the Site | ||
| − | [[Category: | + | [[Category:Configuration]] [[Category:HDOC]] |
| + | --> | ||
| + | <!-- https://docs.hornbill.com/esp-config/organizational-data/locations --> | ||
Revision as of 23:54, 20 November 2023
This document can now be found at its new location in the Hornbill Document Library.
