Choosing a Default Site

If you have made multiple Sites available through the Portal, users must control the data displayed in the reports by choosing the Site that holds the Client data they want to work with. Use the Make Default option to specify the Site which will be used as the data source when users first open the Vector Portal.

To select a default Site:

1    In the Portal window, click the Site Manager icon.

The available Sites are listed in the Site Manager. The current default Site is marked with an asterisk.

2    Select the new default Site in the list and click Make Default. The asterisk is shown next to the new default Site.

3    Click Close to close the Site Manager.

Note

When users re-open the Vector Portal, it automatically opens the Site that was last used.