Introduction

The Administration menu is where Perfion administrators manage the setup of Perfion.

Items

In Items you build the “structures” to be expose under Items in the main menu.

Recommended best practice is to expose high volume data carrying items to be managed on a daily basis by “normal” Perfion users. This can be Products, Images, Files, Spareparts, etc. Other data carrying items with low volumes, lower update frequencies or more restricted access can be managed by super users in Feature Data.

Create or edit an Item structure

Name

Click Add New to create a new item structure, or click the pencil icon to edit an existing item structure. Both open a dialogue where Name is preselected in the left menu. Here you type in the name of the item structure in all active languages:

Feature & Icon

On the Feature & Icon tab, you select the base feature users can manage in the main grid. This is typically a feature called something similar to the name you gave the item structure on the first tab.

You can also add a logo file to be shown in the top menu of the application together with the name.

Categorizers and Searches

On the Categorizers and Searches tab, you manage the options users will have to browse and search for items. You can:

• Delete option (red X)

• Translate name to all active languages (globe)

• Sort options (drag-drop the 6-dot handle)

• Specify name in main language (Name (XX))

• Choose type (Categorizer or Search)

• Choose categorizer feature or search panel (Feature / Search)

• Add new option (Add New)

Each row corresponds to en entry in the drop down users see at the top of the left pane of the item structure:

User Access / Group Access

On these two tabs, you grant users and/or user groups access to the item structure:

Channels

In Channels you build your output channels.

Channels are exposed under Channels in the main menu and in the Publish work mode.

Create or edit a channel

Channel Name

Click “New Channel” to create a new channel, or click the pencil icon to edit an existing channel. Both open a dialogue where Channel Name is preselected in the left menu. Here you type in the name of the channel in all active languages:

Channel Feature & Icon

On the Channel Feature & Icon tab, you set up the structure of the channel:

• In Channel Feature you select the feature holds the structure of the channel. This is typically a selectable feature called something similar to the name you gave the channel on the first tab.

• In Related Item Feature you select the feature that holds the items you want to publish in the channel. This is typically your main product feature, but it can also be other selectable features like images, files, spareparts, etc.

You can also add a logo file to be shown in the top menu of the application together with the channel name.

User Access / Group Access

On these two tabs, you grant users and/or user groups access to the channel:

This completes the channel setup, and the channel is now available in relevant menus.

Global Search

In Global Search you can activate global search on individual base features.

When Global Search is activated on a base feature, it becomes available for users in the top left corner of the relevant Item section:

Create or edit a global search

Features

Click “New Search” to create a new global search or click the pencil icon to edit an existing search. Both open a dialogue where Features is preselected in the left menu. Here you set up how the global search should work:

• In Base Feature you select the feature the global search should work. This will typically be a feature you use in one of your Item structures.

• In Search Feature you add additional configured features in which the global search should look for matches to users’ input. The global search will always search in the selected base feature, so you should not add that. You could add Item Name, Category and Color:

With this setup, the global search now appears in sections where Product is base value in the main grid. The global search will return items with values matching the search word in the base value or in either of the defined search features.

Searches

In Searches you build your search panes.

Search panes are used in Items allowing users to search for items via a specific set of features:

Top View Groups and View Groups

In Top View Groups and View Groups you can add, edit and delete the primary and secondary groups used to organize features in the Item Editor.

Create or edit a group

Name

Click Add New to create a new group, or click the pencil icon to edit an existing group. Both open a dialogue where you manage the name of the group in all relevant languages:

Security Groups

In Security Groups you can add, edit and delete security groups. Security Groups control the permissions users and groups have to features assigned to the security group.

Create or edit a security group

Name

Click Add New to create a new security group, or click the pencil icon to edit an existing group. Both open a dialogue with the Name tab preselected. Here you manage the name of the group in all active languages.

User Permissions / Group Permissions

In User Permissions and Group Permissions you manage permissions for users and groups.

Permissions are grouped under Items and Feature Values. To understand this destinction, think of a selectable feature like Color. This feature consists of a list of Items (Red, Blue, Green, etc) that users can choose between when setting a Color value on a product:

• Permissions set under Item control users rights to add, edit and delete colors from the list of items. These permissions are only used for selectable features.

• Permissions set under Feature Values control users rights to set color values on products.