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
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > Associates And Locations
  • 3
    Select Associates and Associate Listing and click Create New Associate button
    Associates
  • 4
    Input information for the new associate
  • 5
    Click Create
    Associates

How to Edit or View an Associate details

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > Associates And Locations
  • 3
    Select Associates and Associate Listing
  • 4
    Click Edit or View Details
    Associates

How to edit an Associate

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click the Edit icon
  • 3
    You can edit the details once you're on the Associate Management
  • 4
    Click the Save button at the bottom
    Associates

How to delete an Associate

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > Modules
  • 3
    Select Associates and Associate Listing
  • 4
    Click view details on the Associate to be removed
    Associates
  • 5
    At the bottom part, under the associate type tab > delete the associate in the associate type mapping
    Associates
  • 6
    After 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
    Associates

How to create a new Associate Type

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > Modules
  • 3
    Select Associates and Associate Types and then click Create New Associate Type button
    Associates
  • 4
    Input information for new associate type
  • 5
    Click Create
    Associates

How to edit/view or delete an associate type

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > Associates
  • 3
    Select Associate Types
  • 4
    Click the Edit/View Details/Delete icon on an associate type
    Associates

Deleting an Associate type

Important Notes:

  • 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
STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Find the Associate Type you wish to delete
  • 3
    Click the Remove mapping icon to delete the mapping
  • 4
    This removes the associates from the Associate type and allows you to delete the Associate Type
    Associates
  •  

Add an Associate Listing to a page

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to the page that you want to show the associated listing and click Edit
  • 3
    On the Edit Screen, go to the place you want to display the associate listing and click Configure Curly Bracket button.
    Associates
  • 4
    The Configure curly bracket pop-up appears
    Associates
  • 5
    Click Configure to add a curly bracket
  • 6
    Popup to select curly bracket display
  • 7
    Search Associate Listing
  • 8
    Choose Associate Listing curly bracket
    Associates
  • 9
    Popup to configure Associate Listing curly bracket displays
    Associates
  • 10

    • 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
  • 11
    Click Insert
  • 12
    The curly bracket configuration will insert into the curly bracket configuration screen. Click OK
    Associates
  • 13
    The configured Associate listing curly bracket now appears on the page.
  • 14
    Click Update and Close
    Associates
  • 15
    The page is now updated, and the associate listing appears in page content
    Associates

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.

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Admin Dashboard > System Settings
  • 3
    Select Module Management and Curly Brackets Tags then search for the keyword Associate Listing
    Associates
  • 4
    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
  • 5
    Enter the HTML for the layout of the listing
  • 6
    Click Add Property to list all available properties for this curly bracket for dynamic data
    Associates
  • 7
    Click Save
  • 8
    Refresh your web page and the new layout will be displayed
f