The settings of the VPPORTAL module can be accessed from the module configuration window.
Go to Settings > Configuration pane > Click on VPPortal.
In the window displayed, click on the Settings button at the bottom left. The following window is displayed:
The Description field is optional.
If a description is entered, it will be displayed as the module’s global 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 connected user’s full name (or the dimension’s identification headings) and the email address of the user who is logged in respectively.
If a title is entered, it will be displayed in the schedule header in VPPORTAL.
If no title is entered, the name of the schedule will be displayed in the schedule header in VPPORTAL
This field is used to choose the display mode of the menus and tabs in the VPPORTAL templates.
There are 3 menu types:
- Burger: this type gives a compressed presentation of the menus and tabs in the VPPORTAL templates. The navigation features are positioned to the side, grouped in the button,
- Tab: the menus and tabs in the VPPORTAL templates are positioned at the top of the VPPORTAL home page,
- To the left: the tabs in the VPPORTAL template are positioned on the left of the page.
Define the refresh frequency of the context displayed. It concerns the data, not the modifications to the context’s display.
This frequency is measured in minutes.
If enabled, this button activates the chat function for users in VPPORTAL.
By default, users of the VPPORTAL module must 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 schedule. 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.
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.
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.
Choose the heading that will verify the user’s password. This heading must be a password-type heading.
If necessary, choose the heading for retrieving the user’s email address. This heading must be a text-type heading.
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.
You can then edit the selected headings once you have logged in to VPPORTAL by clicking on the button.
When the mouse is positioned over each profile heading, a tooltip will present its description if it has one.
This field allows you to choose a VPPORTAL resource editor related to the identification dimension.
You can modify the data to be edited available in this editor once you have logged in to VPPORTAL by clicking on the button.
If a profile editor is selected, it will take priority over the profile headings.