Manage Sites

Xenial PortalSites

Use the Sites editor to manage company site information including the site name, address, associated users, and service subscriptions of each site.

To create a new site, see Create a Site.

To manage existing sites:

  1. From the Sites homepage, select the site.

  2. From the Actions dropdown, select the Xenial Site Actions.

Xenial Site Actions

The following table describes the actions available from the Actions menu of the Sites editor. The available actions depend on whether a single site or multiple sites are selected.

Action

Description

Availability

Edit

Edit site details including the name, address, associated users, and service subscriptions.

When multiple sites are selected, only service subscriptions are available for edit. See Edit Services for Sites.

Single and multiple site selection

View Users

View the list of users and user groups assigned to the selected site.

From the Users and Groups page of the site record, manage the users and user groups assigned to the site.

Single site selection

Assign Users

Assign one or more users to the selected site(s).

Single and multiple site selection

Assign Tags

Assign identification tags to the selected site(s).

Use the Tag Manager to manage site tags.

Single and multiple site selection

Unassign Tags

Remove identification tags from the selected site(s).

Single and multiple site selection

Refresh POS Data

Download the current Data Management configuration settings to the selected site(s).

Single and multiple site selection

Copy Data to...

Copy Data Management configuration data from an existing site to a new site.

Single site selection

Clear Data

Delete live transactional and reporting data from the selected site.

Single site selection

Delete

Delete the selected site.

Single site selection

Assign Users to Sites

Xenial PortalSites

To assign users to one or more sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions menu, select Assign Users.

  3. From the Add Users window, select the users to assign to the sites.

  4. Select Add [#] Users.

Add User Groups to a Site

Xenial PortalSites

To add user groups to a site:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Users and Groups.

  4. Next to the Add User button, select the downward arrow.

  5. Select Add User Group.

  6. From the Add User Group window, select the user groups.

  7. Select Add.

  8. Select Save.

Remove Users and Groups from a Site

Xenial PortalSites

To remove users and/or user groups from a site:

  1. From the Sites homepage, select the site.

  2. From the Actions menu, select View Users.

  3. From the Users and Groups page, select the users and/or user groups to remove from the site.

  4. From the menu bar, select Remove.

  5. When prompted, select Delete to confirm the operation.

Add Services to Sites

Xenial PortalSites

To add service subscriptions to sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Services (if necessary).

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

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

  6. 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.

Activate a Service for Sites

Xenial PortalSites

To activate a service subscription for one or more sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Services (if necessary).

    • The service subscriptions for the selected site(s) are listed.

    • The Assigned To column specifies the number of sites (out of the number of sites selected in step 1) where the service is activated.

  4. In the Assigned To column on the row of the service, select the globe icon.

  5. On the row of each site on the Assign Sites window, toggle In Use to Yes/No to activate/deactivate the service.

    • When a service is deactivated, all related configuration information is removed.

  6. Select Save.

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

Edit Services for Sites

Xenial PortalSites

To edit the service subscriptions for one or more sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Services (if necessary).

    • The service subscriptions for the selected site(s) are listed.

    • Services that require configuration are highlighted in yellow.

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

  5. From the dropdown, select Edit.

  6. Complete the configuration form for the service, and then select Save.

  7. Repeat steps 4-6 to configure each listed service.

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

Data Exclusions

If a delivery provider service does not support one or more Xenial Ordering data keys (e.g. nutritional data, modifier collections), exclude the data keys from the delivery service configuration.

Delivery services include a Data Exclusions page where the data keys to exclude from the service are identified.

To exclude a data key collection from a delivery service:

  1. From the menu pane on the left, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Data Exclusions.

  3. From the Add Data Exclusions window, select the data keys to exclude.

  4. From the lower-right of the Add Data Exclusions window, select Add # Exclusions.

To exclude a custom data key from a delivery service:

  1. From the menu pane on the left, select Data Exclusions.

  2. From the upper-right of the Data Exclusion List window, select Add Custom Data Exclusion from the dropdown.

  3. In the Value field, type the data key to exclude.

  4. From the lower-right of the Add Custom Data Exclusion window, select Add Custom Exclusion.

Refresh Menu for Delivery Provider

Xenial PortalSites

To refresh the menu for a delivery provider for one or more sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Services (if necessary).

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

  5. From the dropdown, select Edit.

  6. Select Refresh Menu.

  7. When prompted, select Refresh.

Remove Services from Sites

Xenial PortalSites

To remove a service subscription and all related configuration from one or more sites:

  1. From the Sites homepage, select the sites.

  2. From the Actions dropdown, select Edit.

  3. From the menu pane on the left, select Services (if necessary).

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

  5. From the dropdown, select Remove.

  6. From the Remove Services prompt, select Remove.

View Terminal Status at a Site

Xenial PortalSites

To view the online status of terminals at a site:

  1. From the Sites homepage, locate the site.

  2. To determine the online status of the terminals, reference the Status column.

    The following table describes the status indicators:

    Indicator

    Description

    red terminal indicator signifies errors

    Some site terminals have errors. The total number of errors is displayed.

    terminal_indicator_warning_orange.png

    At least one online terminal is issuing a warning.

    green, online and error-free terminal indicator

    No site terminals have errors. At least one terminal is online.

    grey offline terminal indicator

    All site terminals are offline.

  3. To view additional details about the terminals, select the text in the Status column.

    A popup window displays a list of expandable items. Select a terminal from the list to view its software, network, and hardware details including the connected peripheral devices.

    • Additional details are not available for terminals with an Offline status.

    • If a terminal is offline AND deleted from Data Management, "Pending deletion" is displayed beneath the terminal name.

    • If a terminal is offline AND unmapped from the site, "Pending removal" is displayed beneath the terminal name.