Module guide
Websites & Portals
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
How this module fits your work
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Setup & Templates
- About Us SettingsSettings page · Setup & Templates
- Contact Us SettingsSettings page · Setup & Templates
- Portal SettingsSettings page · Setup & Templates
- Web TemplateRecord page · Setup & Templates
- Website ScriptSettings page · Setup & Templates
- Website SettingsSettings page · Setup & Templates
Content, forms & site configuration
- ColorRecord page · Content, forms & site configuration
- Discussion ReplyRecord page · Content, forms & site configuration
- Discussion TopicRecord page · Content, forms & site configuration
- Help ArticleRecord page · Content, forms & site configuration
- Help CategoryRecord page · Content, forms & site configuration
- Web FormRecord page · Content, forms & site configuration
- Web Form RequestRecord page · Content, forms & site configuration
- Web PageRecord page · Content, forms & site configuration
- Web Page ViewRecord page · Content, forms & site configuration
- Website Route MetaRecord page · Content, forms & site configuration
- Website SidebarRecord page · Content, forms & site configuration
- Website SlideshowRecord page · Content, forms & site configuration
- Website ThemeRecord page · Content, forms & site configuration
Dashboards
- WebsiteWorkspace · Dashboards
Reports
- Website AnalyticsReport · Reports
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.