Introduction to Site Configuration

Controls

The presentation of data om-screen is managed through display elements called controls. There are two types of control: configuration controls and display controls.

Configuration Controls

Configuration controls used to create the structure of the website at two levels:

• Section configuration: determines the number and order of tabbed pages visible in the data section
• Page configuration: determines the number and order of display controls on a single page

Display Controls

The display controls currently available in Ellserve are:

• Data table
• Graph
• Summary information
• Invoice browser
• ICP information
• Account information
• Document browser
• Budget tracker
• Documents Browser
• Notes

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Configurability

Display controls have settings which determine the content and format of displayed data.

Most display controls have two levels of configuration:

• Default: The configuration settings used to configure control at each login. Default settings are maintained using the default settings panel.
• Session: Session settings can be altered within a single login session. Session settings are altered in real-time using a control's in-session parameters panel.

Note: In-session settings are made are available at run-time through the default configuration panel.

Saving Configuration Changes Between Sessions

At the time of creation Individual login are associated with a default configuration based on the Standard Template. and are specified as configurable or not configurable. A user with a non-configurable template can only modify those in-session settings allowed under their login, and will always return to the same defaults with every new login.

Changes made to the default configuration by users with a configurable template are saved against the login ID and are persistent between sessions. A change made to the default configuration against one login ID does not affect the templates of other Login IDs.

De/Activating Configurability

Where a login allows the configurabiltiy status for a login ID can be changed.

>> To toggle the configurability status for a login:

• Select the “Sites Settings” tab in the Settings Section.
• Use the selector to select mode (selecting 'Not Configurable' will cause all cog icons to disappear from the site and access to the defaults settings panel will be removed.

Note: this option is only available to users with configurable logins. It will temporarily
disable access to default setting panels and render the cog icon invisible.

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