This section briefly explains how to manage the sites and provides information about a site.
You can suspend the site by clicking the Suspend
option in Action Menu.
Warning : If the site is suspended, users will not be able to access it.
You can activate the suspended site by clicking on the Activate
option.
You can update the following information for the site using the Edit
Site option.
You can edit the site by clicking the Edit
option in the menu.
After clicking the Edit
option, the Edit Site dialog will open. Enter the site name, site domain, and site identifier, and then click the Next
button to update the database user credentials.
After entering your database credentials, click the update
button to update the site details.
You can delete the site and its database by clicking the Delete
option.
NOTE: The database will not be deleted if there are any other tables present other than the Bold Reports® tables.
By clicking the site name, you can see the site information.
This section displays the basic information about the site, including:
This section shows the list of users who have access to the site.
You can grant access to users by clicking the Grant Access
button for this site.
After clicking the button, select the users from the list and grant access to the site.
You can remove access for a single user by clicking Revoke Access
.
You can remove access for multiple users by clicking the Revoke Access
button.
To grant access to new user, click the Add User
button.
You can add the user by referring to the Add User.
The user will be added and granted access to the site.
You can learn how to configure Custom Attributes by visiting the Configure Custom Attribute Guide.
The site created during the initial deployment is designated as the master site but you have the option to switch it. Please refer below for guidance.
Click the create site button, then enable the Master Site option during site creation and proceed by selecting Yes to designate the site as the master site.
Click Next to proceed further.
Next, please select the Database, Storage type, and Administrator. For more information, please refer to the Create Site Documentation.
After the site’s creation, the newly established site took on the role of the master, while the existing site transitioned into the role of the slave.
Note: Clicking on the master site in the context menu allows you to designate it as the master.