Weaver E10 Online User Manual
  • Overview
  • Basics
    • Account
      • Login using Username (PC / Webpage)
      • Login using QR Code
      • Changing Account Password
      • Resetting Account Password (Admin)
  • Organizational / Team Structure
    • Teams
    • Position
    • Personnel
    • Following Users
    • Viewing Personal Profile
    • Changing Profile Avatar
    • Customizing Fields for Personnel Profiles (Admin)
    • Enable Divisions in the Organization Structure
    • Methods for Adding Personnel
    • Enabling Security Level Settings
    • Personnel Duplication Check Setting
    • Setting Department Abbreviations and Icons
  • Permission Center
    • Role Settings
    • Permission Settings of Related Items
    • Permission Adjustment
    • Permission Settings
    • Permission Decentralization Management
    • Organizational Application Permission Decentralization Settings
  • Work Message
    • Private Conversation
    • Group Conversation
    • Session List
    • Pinning Conversations
    • Inviting Users to Join Existing Groups
    • Group Management Settings
    • System Notifications
    • Marking Conversations as Read
    • Chat Message Content Browsing
    • Muting Conversations
    • Reply to Previous Messages
    • Recall Messages
    • Saving Attachments from IM to DMS
    • Sending Attachments through IM
    • Custom System Message Category (Admin)
  • Global Search
  • Work Schedule
    • Viewing Personal Schedules
    • Creating Personal Schedules
    • Editing / Deleting Existing Schedules
    • Periodic Schedules / Repeating Schedules
    • Querying Schedules
    • Schedules Overview
    • Schedule Receipts
    • Displaying Multiple Schedules / Tasks
    • Permission Settings for Schedules
    • Synchronizing Schedules / Contact Reminders / Tasks to 3rd Party Calendar Applications
    • Administrator Settings for Schedules
      • Application Settings
      • Participant Range Settings
      • Default Personnel
      • Associated Form Settings
      • Schedule Types and Priority Level Types
  • Task Collaboration
    • Viewing Personal Tasks
    • Creating Personal Tasks
    • Batch Importing Tasks
    • Sub Tasks
    • Completion Progress Status
    • Task Types
    • Following Tasks
    • Task Reminders
    • Periodic Task (Cyclic Creation)
    • Sharing Tasks with IM
  • Task Collaboration 2
    • Task Menu
    • Sub Tasks
    • Creating Tasks
    • Task View
    • Working Hours Settings
    • Importing Tasks
    • Task Cards
      • Locking Tasks to Prevent Changes
      • Periodic Creation
      • Predecessor Tasks
      • Successor Tasks
    • Searching Tasks
    • Task Permissions
    • Following Tasks
    • Task Comments
    • Task Statistics
    • Recycle Bin
  • To-Do
    • Introduction
    • Creating To-Dos from Different Modules
    • Personal Notes / To-Do
    • Process Later
    • Settings
  • Document Management System (DMS)
    • Overall Introduction
    • Document Directory Tree
    • Document Information Page
      • Create Documents
      • Deleting Documents
      • Searching for Documents
      • Basic Operations
      • Sharing Documents
      • Document Sharers
      • Document Properties / Details Page
  • Attendance *
    • Basic Operations for Normal Users
    • Basic Operations for Administrators
    • Front End Operations
      • Attendance Punch In/Out
      • Field Service Attendance
      • Attendance Appeal
      • Abnormal Attendance and Appeal Process
      • Attendance Statistics
        • Daily Statistics
        • Attendance Summary
      • Working Hours
      • Original Punching In/Out Records
      • My Field Service
      • Leave Statistical Report
    • Back End Operations
      • Attendance Settings
        • Attendance Rule Settings
        • Attendance Rule Maintainer
        • Basic Settings
        • Holiday Settings
        • Advanced Settings
      • Associate Workflow Settings
      • Leave Type Settings
      • Leave Detail Settings
      • Leave Rules Settings
      • Leave Balance Settings
      • Attendance Report Sharing
      • External Attendance Data Source Integration - Sync Settings
      • External Attendance Data Source Integration - Data Import
      • Attendance Machine Integration
    • Usage Scenario
  • CRM *
    • SCRM
      • Front End Usage
      • Backend Management
    • Customer Management
      • Front End Usage
      • Backend Management
    • Contact Person Management
      • New Contact Person
      • Contact List
    • Market Campaign Management
      • New Market Campaign
      • All Market Campaign
      • My Campaign
      • Campaigns Followed by Me
      • Customize Left Side Menu
      • Feedback and Comments
      • Recycle Bin
      • Backend Settings
        • Basic Settings
        • Options Settings
        • Cards Settings
        • Module Linkage Settings
    • Leads Library
      • New Leads
      • My Leads
      • My Followed Leads
      • My Subordinate's Leads
      • All of My Leads
      • Customize Left Side Menu
      • Leads Pool
      • Leads Settings
      • Recycle Bin
    • Business Opportunities
      • New Business Opportunity
      • My Business Opportunities
      • My Followed Business Opportunities
      • Business Opportunities Shared to Me
      • My Subordinates' Business Opportunities
      • Recently Assigned Business Opportunities
      • All of My Business Opportunities
      • Customize Left Side Menu
      • Business Oppurtunites Pending Approval
      • Business Opportunities Feedback
      • Statistics Report
      • Contact Reminder
      • Alert Reports
      • Business Opportunities Settings
        • Basic Settings
        • Options Settings
        • Card Settings
        • Permission Settings
        • Sales Process Settings
        • Field Permission Settings
        • Workflow Approval Settings
        • Statistics Report Settings
        • Alert Settings
        • Contact Reminder Settings
        • Module Linkage Settings
        • Print Settings
        • Contract Conversion Mapping Rules
        • Associated Permission Passing Settings
    • Products Management *
    • Competitors Management
    • Price Management
    • Quotes Management
    • Capital Management
    • CRM Business Scenarios
  • Daily Work Report
    • Introduction
    • Front End Operations
      • Basic Operations
      • Setting up Home Page Widget for Daily Report
      • Reading Daily Reports by Other Users
      • Daily Reports Statistics
      • Statistical Report
    • Backend Maintenance
      • Function Settings
      • Basic Settings
      • Sharing Permissions Settings
      • Template Settings
      • Reminder Settings
      • Other Settings
  • Portal Settings
  • Projects
    • Setting Up
    • New Project
    • Project Cards
    • Project Menu
    • Mind Map
    • Gantt Chart
    • Projects Pending Approval
    • Team Project Template
    • Project Cloud Template
    • Project Statistics
    • Project Settings
    • Recycle Bin
    • Sample Use Scenario
  • Integration Center
    • Unified Approval Push Function
  • Unified Approval Center Integration
    • Page 5
  • System Security
    • Sensitive Words
    • Sensitive Word List
    • Disabling Screen Capture for Mobile Clients
  • Workflows
    • 1 Workflow Module Introduction
    • 2 Create new workflow
    • 3 Form Designer
    • 4 Workflow Designer
    • 5 Initial a new request
    • 6 Statitic Report
    • 7 Practice
    • 8 Personal Setting
    • 9 System Settings
  • Google Maps API Integration
  • Miscellaneous
    • Open API
      • Creating New Department
    • User Client Settings
  • e-builder
    • Field Correlation
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On this page
  • Creating new Portal:
  • Designing Portal Page

Portal Settings

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Last updated 1 year ago

A portal is a centralized presentation of a certain type of information. As an essential tool for enterprise management, it enables the categorized aggregation of important company information.

In day-to-day enterprise management, users in different positions have varying areas of focus. By adding multiple portals, we can fulfill personalized requirements.

Accessing the portal page settings from the Admin Dashboard:

The Portal Library has the following four characteristics:

  1. System administrators can manage all portals, while regular members can only manage portals for which they have maintenance permissions.

  2. Portal Library settings are divided into PC and mobile versions.

  3. Operations such as adding, deleting, editing, and enabling portals are available.

  4. Viewing and maintenance permissions for portals can be configured.

Creating new Portal:

Enter a name for the new portal page. After creation, the details can be edited.

Icon: Customize Portal Icon. Description: You may give the portal a brief description here. Enable: Portal are disabled on default, and has to be enabled manually to take effect. Type: 1) Directory - A directory of OTHER portals, must contain at least one other portal as its child portal for this to display. (In other words, another portal can become a child portal by setting a parent portal page using the "Superior" option ) 2) Page - Portal displayed as a Webpage 3) Specified URL - Link to any URL (can be external) 4) System Page - Link to a any internal system page Superior: Sets a portal directory as the parent of current portal. Lock: Prevent further changes to the portal page. Usage Range: Users that has access to the portal page. Maintainer: Users that are able to edit the portal page Default Home: Users added to this setting will see the current portal page when they first login. Enable Tab: Once enabled, you can design multiple pages that are displayed in a tabbed style according to the options chosen. Page (Only for Page Type) : Designs the look of the portal.

Designing Portal Page

Click on the "Design" Button to start constructing a portal page.

Drag and Drop from the left panel to add components to the page based on types.

Then, you may change the properties, style and trigger event of the component using the right panel. Different settings are available for different components.

You may also drag the edges of the components to adjust its size. Click on "Save" button on the top right corner to save all the changes made.

Once Enabled, the portal page will appear on the home page of the users that belong to the "Usage Range" group.

You may also Export / Import portal pages locally.