The Web tab of Global Settings allows users to customize settings that affect O4 and the Customer Portal. This article will define and provide recommendations for each setting.
1. Click the icon.
2. Select Configuration from the drop-down list.
3. Click Software.
4. The Software page will appear.
5. Click the Global Settings tab, then click the Web tab.
| Setting | Description | Recommendation |
|---|---|---|
| Customer order visibility: X days | This defines the number of days in the past that order information will be accessible to a customer. | 365 |
| Show Line Card | If checked, the Customer Portal will display the Line Card section. | Discretionary |
| Show Products Section on Web | If checked, the Customer Portal will display the Products section. | Discretionary |
| Use customer pricing rather than book (Products Section) | If checked, the Products section on the Customer Portal will display customer-specific pricing rather than book. | Discretionary |
| Show Last Update | This setting will be removed in a future release. | |
| Show Bid Board on Web | If checked, the Customer Portal will display the Bid Board section. | Discretionary |
| Show the user's previous comments | This setting will be removed in a future release. | |
| Allow contractors access (ignore distributor 'customer' settings) | If checked, contractor contacts can view orders for which they are the indirect customer using the Customer Portal. | Discretionary |
| Allow web users to edit their information | This setting is in place for future enhancements to the Customer Portal. It is currently not functional. | |
| Show Open Orders button on Order Status section | If checked, the Order Status section on the Customer Portal will display an "Open Orders" toggle, which allows customers to filter their search for orders with an invoiceable amount. | Discretionary |
| Show Estimated On Site Dates (calculated with transit times) | If checked, the details view for orders opened from the Order Status section in the Customer Portal will display an "Est on Site" column. | Discretionary |
| Hide money on BOM screens in Sales View | If checked, OASIS will hide dollar amounts on the bill of materials for projects in the Outside Sales View. | Discretionary |
| Shipping Updates: Group By X, Sort By X | OASIS will use these fields to determine how information is grouped and sorted in the Order Status section of the Customer Portal. | Discretionary |
| Web Workgroup | OASIS will use this workgroup's logos and Home Message for the customer portal. | Required for O4 |
| Base external URL | This field should contain the O4 URL. | Required for O4 |
| Notification Account | This identifies the user account that contains the email address from which email notifications should be sent. | Required for O4 |
| Conversations alert email wait time | This controls when users should be notified via email for unread conversations. | Discretionary |
| Global Two Factor Authentication | If enabled, all users must provide a two-factor authentication code upon login. | Discretionary |
| Default Attachment Expiration |
This setting controls the expiration times for attachments that are sent via links, such as submittals. |
Discretionary |
Comments
0 commentsPlease sign in to leave a comment.