Navigating the Company Shortcuts Menu

The company shortcuts menu allows you to get quick access to the creation and editing of the Portal entities to be associated with your company. For example, you have set up a new company and you would like to add a contract for it. To do this, you simply click on the relevant icon in the shortcuts menu instead of browsing through the Portal main menu.

 

To add/edit entities to your company from the shortcuts menu, perform the following steps:

  1. Go to the Portal by clicking here.

    Company_Shortcuts_Menu_101.jpg

  2. Hover over 'ADMIN' in the Portal menu and select 'COMPANIES'. The Companies page is displayed.

    Company_Shortcuts_Menu_102.jpg

  3. Optional: Search for the relevant company by entering its name and pressing enter/return. Relevant search results are displayed.

  4. Go to the required company and click on its name. Your company details page is displayed.

    Company_Shortcuts_Menu_103.jpg

  5. Click on the 'SHORTCUTS' tag to open the Shortcuts tab.

    Company_Shortcuts_Menu_104.jpg


  6. Click on a shortcuts menu item to create a new entity that will be owned by your company or see or modify already existing entities owned by your company according to the following table:

    Item Description
    Create Contract

    Clicking on this button will open a new contract create page in a new tab.

    Create Affiliate (for White Label company only) Clicking on this button will open a new Affiliate company create page in a new tab.
    Show Company Affiliates (for White Label company only) Clicking on this button will open Companies page displaying the list of Affiliates belonging to your White Label company in a new tab.
    Create Role Clicking on this button will open a new role create page in a new tab.
    Create User Clicking on this button will open a new user create page in a new tab.
    Show Company Users Clicking on this button will open Users page displaying the list of users of your company in a new tab.
    Show Company Videos Clicking on this button will open video library page displaying the list of videos belonging to your company in a new tab.
    Edit Default Seller Rule Clicking on this button will open your company default seller rule edit page in a new tab.

    Note: For more details, please refer to How to Update your Company's Default Seller Rule.
    Add Domain Clicking on this button will open the 'SITES' tab of your company edit page that allows you to add a domain(s) where your content can be syndicated.

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