The Manage Compass Portal Options workflow allows you to change the Compass Portal site associated with your branches. While you can also change the site associated with a branch on an individual basis by using the Manage Branches functionality, this option allows you to change multiple branches at the same time.
In addition, you can change various settings (theme color, logo/title background color, sign-in trouble text, etc) for your websites.
NOTE: Websites are added by Bond personnel. If you wish to add a website, please contact Bond Support.
Changing the Site Associated with a Branch (or Branches)
On the Manage Compass Portal Options page, place a check in the checkbox for the branches in which you want to change the Compass Portal site.
Click Change Site Selection.
On the Change Site window, use the droplist to select the new site.
Click Confirm.
Note: If you want to change the name of the branch as it appears on the website, use the Manage Branches functionality.
Changing Website Settings
From the Manage Compass Portal Sites grid, click on the name of the website in the Site Name column.
The Summary segment of the website record displays. Click Edit.
In the External Site Name field, you can edit the site name, if needed. This is the URL title that will be presented for the site. It is required.
If you do not want the Compass Portal user to be able to select "Remember Me" on the portal login page, place a check in the Hide Remember Me Option checkbox. This is useful if the Compass Portal is on a kiosk and you don't want user login's defaulting.
In the Theme Color field, use the Code Selection icon to select the color theme of your website.
In the Logo/Title Background Color field, you can enter None, Primary or a 6-character HEX value (representing a specific color) to select the color of the background for your logo/title.
In the Logo area, click the Upload button to add a logo to the Compass website. The logo must be in a JPG or PNG format. Once you have uploaded the logo, click the Confirm button. The logo appears in the Logo area.
In the Sign-In Trouble Text field, enter the words that you would like to display on the website if the Compass Portal user has trouble logging in. This text appears below the Do you need Assistance? text on the Compass Portal website.
In the Branch Selector Display Text field, enter the words you would like to display on the field that allows the Compass Portal user to select a branch.
The Branches pointing to this Site grid displays all branches using this website. To set the branch that automatically defaults when a Compass Portal user registers on the website, click on a radio button (left side of row) and then click Set Default.
In the Job Search Text field, enter any text that you would like to appear on the Job Search page of your Compass website. This text displays to the right of the job search fields. If you leave this blank, no text displays in that area.
Once you are satisfied with your changes, click Save.
Once you have saved your changes, click Refresh Website. This refreshes your website with the changes you have made. As users refresh the website, they will see the changes you have just made.