This is intended for ThinkIQ Admins or Integration partners.
After a new system has been setup there are several steps to follow to ensure a good end-user experience.
Customize the Browser Tab
The site will have a Site Name assigned during deployment. This name is displayed as a label for browser tabs and is used by certain connectors. (At this time, if you change the Site Name after creating certain connectors you may need to update them.)
The site name is visible in the Site tab under Global Configuration. (Note: Global Configurations are only accessible by TIQSuperUsers)
Customize the Home page browser tab by browsing to the Menus->Custom (menu)->Home. Open the menu item and edit the Page Display tab by entering a Browser Page Title. You can change the browser tab display for any page with this technique.
Change the Site Logo
Browse to System->Templates->Site Template Styles and open the ThinkIQ - Default template. In the Advanced tab, change the Client logo using the Select button. This will open the image editor allowing you to Select or Upload a new logo file. You can also select a Home Page Wallpaper, but be careful here: you will probably want a very opaque wallpaper background. Be sure to Save your changes.
Customize the Home Page
See Customizing Your Home Page
Determine Access Levels
Set up appropriate edit levels for Model Explorer and Scripts. These settings determine the add, edit and delete rights on the items.
Model Explorer
The Model Explorer component is accessible in Read Only mode to all registered users of the site. The settings for the right to Add, Edit or Delete content in the Model are controlled in the Admin Console. The defaults for these settings are: Add, Edit, Delete: Engineering - which includes anyone in Configuration.
To change these defaults, in the Admin Console, browse to Components->Model Explorer->Model Explorer. Use the drop down boxes to select the lowest level User Group that should have the ability to perform each action. Remember that the User Groups are hierarchical. ( Learn about configuring Model Explorer, User Management. ) Save your changes.
Scripts
Ability to Add, Edit and Delete scripts in the system is also managed on this page. The defaults for theses settings are: Add, Edit: Engineering; Delete: Configuration.
To change these defaults, in the Admin Console, browse to Components->Model Explorer->Scripting Access Levels. Use the drop down box to select the lowest level User Group that should have the ability to perform each action. Remember that the User Groups are hierarchical. ( Learn about configuring Model Explorer, User Mangement. ) Save your changes.
Configuration for User Registration
A Site Administrator role needs to be assigned to an end user when the system is deployed. Ensure that this user is set up to receive System Emails so that they can assign new registrants to the appropriate User Group.
In the Admin Console, Under Users->Manage, edit the site administrator's account:
- Under Account Details, select Yes to Receive System Emails
- Under Assigned User Groups check the SiteAdmin group.
See Single Sign On (SSO) if this is your preferred method for site security.