- Associates Overview
- Why you would use an Associate Module?
- How to create a new associate
- How to Edit or View an Associate details
- How to edit an Associate
- How to delete an Associate
- How to create a new Associate Type
- How to edit/view or delete an associate type
- Deleting an Associate type
- Add an Associate Listing to a page
Associates
Associates Overview
Associates are any persons related to your business. Could be used for a team list. Certified partners and any type of listing about people.
Why you would use an Associate Module?
- Is a great way to list associates (people) associated with your business.
- Associates can be listed all together or broken up into Associate Types
- You can easily control the look and feel of associate listings using WebEd Templates
How to create a new associate
This can help in selling advertising space or promoting user products
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Go to Admin Dashboard > Associates And Locations
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3Select Associates and Associate Listing and click Create New Associate button
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4Input information for the new associate
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5Click Create
How to Edit or View an Associate details
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Go to Admin Dashboard > Associates And Locations
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3Select Associates and Associate Listing
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4Click Edit or View Details
How to edit an Associate
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Click the Edit icon
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3You can edit the details once you're on the Associate Management
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4Click the Save button at the bottom
How to delete an Associate
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Go to Admin Dashboard > Modules
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3Select Associates and Associate Listing
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4Click view details on the Associate to be removed
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5At the bottom part, under the associate type tab > delete the associate in the associate type mapping
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6After being removed on the associate type, you can now delete the Associate using the Delete button at the top right corner of the associate listing details
How to create a new Associate Type
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Go to Admin Dashboard > Modules
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3Select Associates and Associate Types and then click Create New Associate Type button
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4Input information for new associate type
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5Click Create
How to edit/view or delete an associate type
STEP-BY-STEP
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1Log in as an administrator and go to the Admin Dashboard.
Learn how to log in here → -
2Go to Admin Dashboard > Associates
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3Select Associate Types
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4Click the Edit/View Details/Delete icon on an associate type
Deleting an Associate type
- You cannot delete an associate type that has related data (associates).
- If you are trying to delete an associate or associate type with related data, you will get the following warning.
- Removing the mapping between the associate and associate type will allow you to delete the Associate Type.
![Associates](/Media/Content/Pages/22118467/22118674.png)
- Find the Associate Type you wish to delete
- Click the Remove mapping icon to delete the mapping
- This removes the associates from the Associate type and allows you to delete the Associate Type
![Associates](/Media/Content/Pages/22118467/22118677.png)
Add an Associate Listing to a page
- Go to the WebEd site and log in as Administrator and choose "Manage your Website"
- Go to the page that you want to show the associated listing and click Edit
- The edit screen appears. Go to the place you want to display the associate listing and click Configure Curly Bracket button.
![Associates](/Media/Content/Pages/22118467/22118456.png)
- The Configure curly bracket pop-up appears
![Associates](/Media/Content/Pages/22118467/22118457.png)
- Click Configure to add a curly bracket
- Popup to select curly bracket display. Search Associate Listing
Choose Associate Listing curly bracket
![Associates](/Media/Content/Pages/22118467/22118569.png)
- Popup to configure Associate Listing curly bracket displays
![Associates](/Media/Content/Pages/22118467/22118460.png)
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Input your settings for this curly bracket:
- Associate Type: the associate type for filtering
- Location: the location for filtering
- Using Current User Company Type: using the current user company type for filtering, will dynamically filter the associate by current user company type
- Company Type: the company type for filtering if you want to hard code the company types, this value will be overwritten by the current user company type (if checked)
- Status: the status of associate
- All: all associate status
- New: the new associates only
- Not New: the not new associate only
- Template Name: the template used to render curly bracket
![Associates](/Media/Content/Pages/22118467/22118462.png)
- Click Insert
- The curly bracket configuration will insert into the curly bracket configuration screen. Click OK
![Associates](/Media/Content/Pages/22118467/22118463.png)
- The configured Associate listing curly bracket now appears on the page.
- Click Update and Close
![Associates](/Media/Content/Pages/22118467/22118464.png)
- The page is now updated, and the associate listing appears in page content
![Associates](/Media/Content/Pages/22118467/22118465.png)
How to manage the Associate Listing display using Templates
Templates control the layouts for different Associate Type Listings. This gives you the ability to list similar data in a variety of ways.
- Go to the WebEd site and log in as Administrator
- Go to Admin Dashboard > System Settings
- Select Module Management and Curly Brackets Tags then search for the keyword Associate Listing
![Associates](/Media/Content/Pages/22118467/22118477.png)
- You can click on the Default Template name to edit the Default Template or click on the + symbol in the 2nd column to create a new template for that curly bracket
- Enter the HTML for the layout of the listing
- Click Add Property to list all available properties for this curly bracket for dynamic data
![Associates](/Media/Content/Pages/22118467/22118478.png)
- Click Save
- Refresh your web page and the new layout will be displayed