General functionality in InSite & OutSite

You can add all kinds of general functions to your site. For example, you can add a Search button, set up the logo or block the site.

Description

If you do not have a site yet, the site administrator adds it in Profit. Once the site is up and running, you largely maintain it in the site itself ("What you see is what you get"). A Profit site is always linked to a specific environment and can use information from that environment, for example alerts, all kinds of overviews, workflows, etc.

A site generally consists of multiple pages. Profit supplies a number of templates for these pages. You can adjust the banners, style and content of these templates to suit your own needs. The default templates are configured to use the data in Profit directly. For example, the course template is linked to Profit Course Management. And the CRM template is linked to the organisation and personal details in Profit CRM.

Preparation

  • Configure a site

    During the construction of the site, you also configure the functionality. For example, you need to activate the categorisation of the pages and page type.

Procedure

Also see