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Create a Site

Xenial PortalSites

To create a site from the Xenial Portal:

  1. From the Sites homepage, select Create Site.

  2. Define General Settings for a Site.

  3. Add Services to a Site.

  4. From the Custom Fields page, provide the custom field values setup for the company (if applicable).

  5. Customize Roles for a Site.

  6. In the upper-right corner of the screen, select Save.

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

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

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

  6. In the Identifiers section, specify tax identifiers for the site. The tax identifiers are printed on customer receipts in compliance with the tax legislation for the country or province.

    Field

    Description

    Federal Tax

    Type the site identifier for Federal Taxes. For example, the registration number for GST/HST levied by Canada Revenu Agency.

    State/Province Tax

    Type the site identifier for State/Province Taxes. For example, the registration number for QST levied by Revenu Quebec.

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

  • Next to the category name, toggle Allowed to Yes to enable ALL the permissions in that category.

  • in the upper-right of the screen, select the vertical ellipsis to perform the following:

    • 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.

  • In the upper-right of the screen, select Undo Last to undo the last operation.