Site Admininstrator - Maintaining your Site

This folder contains articles related to WebOE functions available to site administrators .

User Security in Solatech Focus
Summary Each Solatech Focus user has one of four types of user security:  Site Administrator, Account Administrator, Sales Rep or Installer. This article w...
Tue, 26 Mar, 2019 at 8:29 AM
Creating and Maintaining your Site and Accounts information in Solatech Focus
Summary When you receive your Focus site, certain items have been setup for you prior to delivery.  These items include payment terms and methods, product ...
Thu, 14 Mar, 2019 at 11:46 AM
Managing Vendor Discounts in Solatech Focus
Summary Site Administrators have the ability to change or add vendor discounts for any of their accounts when needed.  This document explains the process o...
Fri, 18 Jan, 2019 at 8:57 AM
Updating your Solatech Focus Home Page
Summary When you receive your Focus site, the Home page has been populated based upon information provided In your setup document.  As a Site Administrator...
Mon, 4 Feb, 2019 at 1:15 PM
Available Fields for Welcome Messages
The following fields are available when creating a welcome message that can be sent to new users. To include a field in the email content, body only, enclos...
Wed, 3 Apr, 2019 at 8:11 AM
How to personalize the welcome message sent to each new Focus user
Summary Solatech Focus allows a Site Administrator (SA) personalize the email message which is sent to each new Solatech Focus user.  This article will des...
Wed, 3 Apr, 2019 at 3:52 PM
How to allow Sales Reps to create quotes for multiple accounts
Summary Site administrators may now choose to allow sales reps to sell for multiple accounts on their site.  This knowledge base article will describe how ...
Thu, 13 Jun, 2019 at 1:19 PM
How to prevent Accounts from creating new users
Summary A Site Administrator can now prevent Account Administrators from creating new users.  This knowledge base article describes how restrict this privi...
Thu, 13 Jun, 2019 at 1:41 PM
How to add a login message for your accounts
Summary Site Administrators can now add a login message for accounts.  This message will be seen in the upper left hand corner of the Focus site. This know...
Thu, 13 Jun, 2019 at 1:47 PM
How to disable discontinued products
Summary Site Administrators should disable products which have been discontinued.  This will prevent those products from being added to any new accounts wh...
Thu, 18 Jul, 2019 at 3:09 PM