Editing a Site

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Editing a Site

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Overview

 

The site's details are editable. This editing can occur at Admin Dashboard level but also at Site Dashboard level, meaning, the Site Manager can also view and edit the details of the site(s) he manages. For more details on Site Dashboard editing, see Editing Site Details.

 

Step-by-step

 

1. Click Sites Button (on the Admin Dashboard's "Control Panel") to access the "Site Management" page.

 

Site Management Page

 

2. Select the site you want to edit by clicking its name (which is displayed in light blue). This opens the corresponding "Site Details" page.

 

Site Details Page with Private Filebox

 

 

3. Click Edit Button to set the page to "edit mode".

 

Site Details Prop Tab Edit

 

4. Edit the information in the fields/tabs, as necessary. The fields marked with an asterisk are mandatory, meaning, they must always contain information.

If you, specifically, want to:

 

Add a site manager, go to the "Managers" tab and proceed as described in Adding a Site Manager to a Site.

 

Add roles to an operator, go to the "Applications" tab and fill in the available fields. See Applications Tab.

 

Upload files to the voice profiles, go to the "Voice" tab (this tab is only available if the subscription includes Voice services)and proceed as described in "Adding a Site" - Voice Tab.

 

Add a logo to a site, go to the "Properties" tab and follow the steps below:

 

1. Click Edit Button OR double-click the "Logo" field.

 

Logo Add

 

2. Click Change button to search for an image file.

 

3. In the resulting OS file explorer window, select the desired file image.

 

4. Click Open to upload the logo.

 

Site Logo Change

 

The logo is displayed in the corresponding site's Site Dashboard.

 

To remove the image file, click the corresponding Button_Delete0.

 

To change the logo, click Change button and repeat the image file selection (steps 2, 3 and 4).

 

TIP

Before attempting to do any of these actions (adding, removing or changing a logo) do not forget to set the page to "edit mode" (step 1). It is the only way to access the necessary buttons.

 

5. Once you have edited the required fields, click Confirm button to apply the modifications.