SETTINGS

The settings of the VPPORTAL module can be accessed from the module configuration window.

Go to Settings > Configuration pane > Click VPPortal.

In the window that appears, click the Settings button at the bottom left. The following window appears:

Description

The description is optional.

If a description is entered, it will be displayed as the global module description in VPPORTAL.

It is possible to use the following variables specific to VISUAL PLANNING: $USERNAME, $USERFULLNAME, $USEREMAIL. These variables automatically insert the login, the dimension identification headings and the email address of the user who is logged in respectively.

Display menu on the left

Check this box to display the VPPORTAL template tabs on the left of the screen. By default these tabs are positioned at the top of the home page.

Login dimension

By default, users of the VPPORTAL module have to be declared in the VPPORTAL module license. (See Definition of users)

However, access to the VPPORTAL module can also be defined via a dimension of the planner. In this case, enter the name of the dimension enabling this access here.

The following fields are then accessible:

Allowed user filter

Define the filter authorizing access to the VPPORTAL module. For example, an "Active User" filter only gives access to the module to users included in the filter.

Permission group heading

Choose the heading identifying each user's permission group. This heading must be a list-type heading allowing either single or multiple choices. The different choices must be entered in the same way as the permission groups in Admin Center.

The users' permissions will then be the permissions defined for the permission group in Admin Center.

Identification heading

Choose the heading that will enable the user to identify themselves (i.e. the login) on VPPORTAL. This heading must be a text-type heading.

Password heading

Choose the heading that will verify the user's password. This heading must be a password-type heading.

Email heading

If necessary, choose the heading for retrieving the user's email address. This heading must be a text-type heading.

User profile headings

This field enables the user's profile headings to be selected. The headings that can be selected here are the headings of the login dimension.

The user can then edit the selected headings once they have logged onto VPPORTAL by clicking on the corresponding button. .

When the mouse is positioned over each profile heading, a tooltip will present its description if it has one.

Terms of use heading

Choose the heading that will confirm whether the user has checked the terms of use. This heading must be a boolean-type heading.

Terms of use text

The text that will be displayed asking the user to accept the terms of use should be entered into this field.

In VPPORTAL, the terms of use are always accessible by pressing this button. .

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