Manage external links

External links allows you to configure external URLs to easily access via OneContact Portal. These external links are available on External links.

 

On the External links page, you can:

 

External links list

The External links window shows a list of links created, along with the selected information about them:

 

External_links_home.png

 

On the External links homepage you can:

 

To edit the information displayed:

  • Click on settings_icon.png to open the settings pop-up:
    External_links_settings.png
  • On the pop-up:
    • Click on the check box of the information you want displayed.
    • The selected columns have a Settings_pop-up_check.png and are presented on a list on top.
    • The unselected columns have a Settings_pop-up_uncheck.png and are present on a list below.
    • Click SAVE to apply changes.

  • The information available for selection is:

    Title  -  The external link identification.
    URL  -  The external link URL.
    Tip: Click on an external link, from the list, to open that external link configuration page.

 

To refresh the information displayed:

  • Click on Users_REFRESH.png.

 

To filter the information displayed:

  • Click on Users_filter.png.
  • Select a category from the drop-down menu.
  • On the selected category, click on Users_filtericon.png.
  • Select the desired itens.
Note:Click on Users_filternot.png to delete the filter.

 

To delete an external link:

  • Select the external link(s) by clicking on the row's checkbox.
  • On the top right-side of the screen, click on Users_delete.png to delete the external link(s).
    or
  • Click on Users_actions.png on the external link's row.
  • Click on Delete from the drop-down menu.

 

Add External link

If you select Create External link, a pop-up window will appear:
External_links_create.png
On the Create external link pop-up window:

  • Insert the external link name.
  • Insert the external link URL (http:// or https:// is required).
  • Click CREATE to save the external link and close the pop-up window.

 

Edit External link

Click on the external link, on the list, to open the external link Profile:

External_links_profile.png

Edit external linksd allows you to:

 

Edit external links information

Click on User_profile_edit.png to open the external link pop-up window:

External_links_profileedit.png

On the Edit external link pop-up window:

  • Insert the external link name.
  • Insert if external link URL.
  • Click CREATE to save the external link and close the pop-up window.

 

Edit external link

Click on Users_actions.png to open the drop-down menu:

Management_BLockedlists_profile.png

On the drop-down menu you can:

  • Delete - Delete the external link.

 

Edit the assigned roles

Click on ADD ROLES to open the Add roles pop-up window:

External_links_roles.png

On the Add Roles pop-up window:

  • Select the desired roles to assign this external link to.
  • Click ADD ROLES to apply changes and close the pop-up window.
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