Create a Xenial Portal Site

Xenial PortalSites

To create a new site from the Xenial Portal:

  1. From the Sites homepage, select Create Site.

  2. In the Site Details section of the General page, provide the requested site information:

    • Name - Type the site name.

    • Site ID - Type an identification code for the site.

    • Type - From the dropdown, select the site type.

    • Use EDM settings to update DM - Set the toggle to Yes if the Data Management configuration settings for the site are updated by Enterprise Data Management (EDM) via the Onboarding Lambda.

      Do not enable this toggle if the EDM product is not used.

    • Website - Type the URL for the website of the site.

    • Email - Type the email address of the site.

    • Preferred Language - From the dropdown, select the preferred language used by the site.

    Note

    Skip the Site Hierarchies section. A site can be added to a site hierarchy after it is created.

  3. In the Location section, provide the address and phone number of the site.

  4. Select Add New Alias to add an alias key for the site (if applicable).

  5. From the menu bar on the left, open the Services page.

  6. From the Services page, add service subscriptions for the site.

    • From the upper-right of the Services screen, select Add Service.

    • From the Add Services window, select the service subscriptions.

  7. From the Services page, configure the service subscriptions. Services that require configuration are highlighted in yellow.

    • On the row of the service, select the vertical ellipsis.

    • Complete the configuration form for the service.

  8. (Optional) From the menu bar on the left, open the Custom Fields page to define any custom field values for the site.

    Note

    For more information, see Define Custom Fields for Xenial Sites.

  9. (Optional) From the menu bar on the left, select Role Overrides to customize existing company roles for the site.

    • From the Role Overrides page, select Add Role Override.

    • From the Choose Role to Override window, select the role to customize for the site, and then select Continue.

    • From the Role Options page, perform the following steps:

      • In the Role Override Description field, type a description of the customized role.

      • From the menu bar on the left, select POS to open the POS Overrides page and view the list of POS role permissions.

      • Next to each permission category are two numbers in parentheses. The first number is the number of permissions that are currently enabled. The second number is the total number of permissions that exist in that category.

      • Drill down/expand a category to view the subcategories and the individual permissions in that category (where applicable). A description of each subcategory and individual permission is displayed in the Description column.

      • To enable a permission, set the Allowed toggle to Yes.

      • Select Done.

  10. Select Save.

Additional Notes about Roles

  • To undo the last operation, select Undo Last in the upper-right of the screen.

  • To enable ALL the permissions in a particular category, set the Allowed toggle to Yes next to the category name. When some, but not all permissions are enabled in a particular category, the toggle label is Varies.

  • Select the blue vertical ellipsis in the upper-right to access the following actions:

    • Expand All - Expand all the listed permission sections.

    • Collapse All - Collapse all the listed permission sections.

    • Enable All Permissions - Enable all the listed permissions.

    • Disable All - Disable all the listed permissions.

    • Enable View Only Access - Set all the listed permissions to "View Only".

    • Set All to Role Default - Set all the permissions to the default value for the role.

Define General Settings for a Site

Xenial PortalSites

To define general settings for a site:

  1. From the menu pane on the left, select General.

  2. In the Site Details section, provide the following site details:

    Field

    Description

    Name

    Site name.

    Site ID

    Identification code for the site.

    Type

    From the dropdown, select the site type.

    Use EDM settings to update DM

    Toggle Yes if site configuration is updated with Enterprise Data Management (EDM) via the Onboarding Lambda.

    Do NOT enable this toggle if EDM is not used.

    Website

    URL for the website of the site.

    Email

    Email address of the site.

    Preferred Language

    From the dropdown, select the preferred language used by the site.

  3. In the Location section, type the location and phone number for the site.

  4. In the Aliases section, select +Add New Alias to add an alias key for the site (if applicable).

Note

Skip the Site Hierarchies section. Optionally add the site to Site Hierarchies after it is created.

Add Services to a Site

Xenial PortalSites

To add service subscriptions for a site:

  1. From the menu pane on the left, select Services.

  2. From the upper-right of the Services screen, select Add Service.

  3. From the Add Services window, select the service subscriptions.

  4. From the lower-right of the Add Services window, select Add [#] Services.

Configure Services

Services that require configuration are highlighted in yellow. To configure service subscriptions:

  1. On the row of the service, select the vertical ellipsis.

  2. From the dropdown, select Edit.

  3. Complete the configuration form for the service.

  4. Select Save.

Customize Roles for a Site

Xenial PortalSites

To customize employee roles for a site:

  1. From the menu pane on the left, select Role Overrides.

  2. From the Role Overrides page, select Add Role Override.

  3. From the Choose Role to Override window, select the role to customize.

  4. Select Continue to open the Role Options page.

  5. In the Role Override Description field, type a description of the customized role.

  6. From the menu pane on the left, select POS to view the POS role permissions.

    • Next to each permission category on the POS Overrides page are two numbers in parentheses. The first number is the number of permissions that are currently enabled. The second number is the total number of permissions that exist in that category.

    • Drill down/expand a category to view the subcategories and the individual permissions in that category (where applicable). A description of each subcategory and individual permission is displayed in the Description column.

  7. To enable a permission, toggle Allowed to Yes.

  8. Select Done.

Notes about Roles

  • To undo the last operation, select Undo Last in the upper-right of the screen.

  • To enable ALL the permissions in a particular category, set the Allowed toggle to Yes next to the category name. When some, but not all permissions are enabled in a particular category, the toggle label is Varies.

  • To copy the defined permissions from another role, select Copy from Existing Role. Copy a particular section of permissions from a Xenial roles template or from an existing custom role.

  • Select the blue vertical ellipsis in the upper-right to access the following actions:

    • Expand All - Expand all the listed permission sections.

    • Collapse All - Collapse all the listed permission sections.

    • Enable All Permissions - Enable all the listed permissions.

    • Disable All - Disable all the listed permissions.

    • Enable View Only Access - Set all the listed permissions to "View Only".