Client Settings Interface
The first major change to the extranet has to do with increased controls available to clients. This new interface will allow clients to control the menus and information available to distributors. Additionally, the Back Office Extranet is now fully multi-language-enabled. Clients can now use their own terminology when displaying information to their distributors.
The new Multi-Language interface is located in the es100 at Company>Extranet Setup>Menu Items
The Extranet Menu interface is used to manage the items that will display on the Back Office Extranet.
Below we will review each section of this interface.
Menu Items Summary Screen:
Parent Menu Item
The Parent Menu Item allows you to control which menu items will display in the Extranet Menu Item interface. The screenshot above is an example of displaying only the root items. Below is a screenshot of the choices that may be available in any menu.
All Menu Items – This option will display all of the root menu items and all of the sub-menu items belonging to any of the root items.
Root Menu Items – This option will display only the root items, or the highest -level menu items.
The next set of items that display are the items that have sub-menus below them. For example, if Events is selected, it would display all of the menu items that are available under Events. Below is a screenshot of such an example.
Sort Order
The Sort Order column will display the sort order of the menu items. Each menu item will be displayed in the Back Office Extranet in the sort order that is set up. In picture 3 above, the sort order for submenu items under events is being displayed, which means that Event Registration will display under, or after, Calendar.
Parent
This Parent column will display a value if the menu item has a parent, or is a sub-menu item associated with any other menu item(s). In picture 3, the two menu items that are displayed are sub-menu items associated with Events. In picture 1, none of the menu items have parent, or, in other words, are not a sub-menu item of any other menu item.
Title
This Title column displays the name of the menu item or sub-menu item.
Rank Types
The Rank Types column is one of the control features of the new Back Office Extranet.This column displays the distributor ranks that have permission to view this menu. Please keep in mind that if you create a new rank or remove a rank in the system via the compensation plan, you will need to update the permissions throughout the Back Office Extranet to ensure that your distributors do not lose access to any menus they should have permission to view/use.
Distributor Types
This Distributor Types column displays the distributor types that have access to each menu. In some compensation plans, there are multiple distributor types and clients may want to limit the access to menu items based on the distributor type.
Edit
The Edit feature allows the client to edit the settings for particular menu items.
X (Red X)
The Red “X” allows clients to delete a menu item.
New
The New button allows clients to create a new menu or sub-menu item.
New Menu
Below is a screenshot of the New Menu Item interface.
Title
Use the title field to add the name of the menu item.
Sort Order
The sort order value can only be a number. The number will determine the order that the menu (or sub-menu) item will display on the page.
Display on Sub-Menu
Display on Sub-Menu is a checked or unchecked setting. If the setting is checked, the item will appear in a sub-menu, or menu dropdown. It will not appear on the root menu.
Parent
Parent is a drop-down selection of all menu items in the Back Office Extranet. Clients must select the item that they would like to place this new menu item under. If this new menu item is to be a root menu item, the client will not have to select a parent. A menu can go multiple levels deep, so if this should appear in a menu at the third level, the client will need to make sure that the parent item selected has a first and second level.
Target
Target has two settings – New Window/Tab, or Same Window. The same window setting is the default and is defined by the symbols —. If the client is going to change this setting, users’ pop-up blockers will prevent new windows from opening.
Link Type
There are six link types available for any menu item. Below is a listing and description of each type.
Custom Content Page – This will allow the client to link to any page on the FTP. When a distributor clicks on the page, the system will pull up that page. The link must be a link to a page on the FTP. External links will not work here.
External Link – Clients can use this setting to link to a page that is outside of our network.
Form Section – In the forms module, you are able to create sections that can be used to organize and display forms. This link type will allow the menu item to link directly to that form section so that it will only display the content for that section.
IDSTC Page – This will provide a dropdown menu of all of the IDTC content pages that have been created, this can be used to re-build a menu item that may have been accidently deleted.
Report – The report field will allow you to link the menu to any of the reports that are currently available.
Sub-Menu – The Sub-Menu setting tells the system that this item should be in the sub-menu.
Image URL
Image URL is used to place an image for a menu item. The selected image will appear at the top of any page.
In the screenshot above, a sub-menu page for the Accounts area. The three arrows are pointing to images that are referenced from the information in the image URL field.
Description
The description field can be used for a description of the menu item. These descriptions will appear on the sub-menu page. Below is a screenshot of where the content will appear.
Join Date Between
This setting will allow you to make the menu item available within a certain period of days from the join date. For example, a distributor will be given access during the first ten days following their signup.
Rank Types
The Rank Types area will display all of the ranks that are in the system. You will need to select which ranks will have access to the menu item.
Distributor types
The Distributor Types area will display all of the distributor types in the es100. You will have to select which ones will have access to the menu item.
Translation Groups
Translation Groups displays all of the languages that are available in the system. Please keep in mind that IDSTC does not complete translations, but simply provides the setting that enables the labels to function.
Edit Menu
The Edit Menu function has all of the settings as New Menu Item. It is used to modify any of the properties of the menu items.