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

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

• 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.

• 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

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.

• The Configure curly bracket pop-up appears

• Click Configure to add a curly bracket
• Popup to select curly bracket display. Search Associate Listing
  Choose Associate Listing curly bracket

• Popup to configure Associate Listing curly bracket displays

• 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

• Click Insert
• The curly bracket configuration will insert into the curly bracket configuration screen. Click OK

• The configured Associate listing curly bracket now appears on the page.
• Click Update and Close

• The page is now updated, and the associate listing appears in page content

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

• 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

• Click Save
• Refresh your web page and the new layout will be displayed