Notes: actions performed on the Easilys platform are subject to user access permissions. If you are unable to carry out the actions described in the articles, it may be because you do not have the necessary permissions activated on your user profile. Contact the Support team, or your administrator, for help.
Overview: As a restaurant manager, you need to manage virtual trees and virtual sites to organize and oversee various aspects of your operations effectively. This guide takes you through the process.
Start from: The Easilys menu.
Virtual trees allow you to create a specific tree structure for certain users. This can be used, for example, to give a manager access only to certain sites in the general tree structure. He won't have to worry about whether a site is under his responsibility or not; he'll only see the sites you've assigned to him.
In this tutorial, we'll create a virtual Area Manager tree dedicated to managers. We've created a virtual Area 1 Manager site to list the sites accessible by Area 1 managers.
How the general tree structure works
The general tree structure works on the principle of parent/child sites. A user account available on a parent site can also access its child sites.
Example: a user account created on Site A will have access to Sites A, A1 and A2. A user account created on an X site will have access to all the sites in its branch, as it is the parent/grandparent site. It will therefore have access to Site A and its child sites, and Site B and its child sites.
A virtual tree can be used to create a completely new, specific tree structure, enabling a user account created on a virtual site to access a desired set of sites without having to worry about the general tree structure.
Create a new virtual tree
Create a blank virtual tree
Select your user name, then select Site parameters.
Select See the tree of sites.
The site tree management page is displayed.
Select +.
The "Create a tree" window appears on screen.
Enter the name of your virtual tree in the "Name" box, then select Create.
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Create a virtual site
Once the virtual tree has been created, you need to create a virtual site on which you can then create an Easilys user account. This is the parent site of your virtual tree. The person with an account on this virtual site will not have access to the Easilys functionalities on this site, but will be able to navigate on his or her branch that you will subsequently compose.
Select Add a site in the first column.
The "Create a site" window appears.
Enter the name of your virtual site in the "Name" box, then select Create.
Don't use the "Add a site that is not in the tree" option just yet.
Simply enter a label as if you were creating a new site. Since you're on a virtual tree, the site you create will be a virtual site that has no existence in the general tree structure.
You can create several virtual sites at different levels of the virtual tree if you wish to administer several different branches and give specific access to your team members.
Composing the virtual branch
You can now add the sites to which you wish to give access to the user accounts present on the newly created virtual site. To do this, you need to go down one level in the tree structure and place existing sites as child sites of your virtual site.
Select the virtual site you've just created.
A new tree column appears next to the first. This one is currently empty.
Select Add a site.
The "Create a site" window appears.
Select Add a site that is not in the tree.
The "Add to the tree" window appears on screen.
Select the existing site in the general tree to which you wish to give access to the user accounts present on the parent virtual site.
Select Add.
Repeat the action until you've added all the sites you want under the parent virtual site.
Remember to add the child sites of the sites you add, otherwise access to them will not be possible.
Your virtual tree is now operational. Consider creating a user account on the parent virtual site and your teammates will have access to a tree specifically designed to meet their needs.
Modifying an existing virtual tree
You can modify the virtual tree at any time by adding or removing existing virtual sites.
Select the virtual tree in the tree list.
To remove a site from the virtual tree, select it and choose Remove from tree at the bottom right of the site tree management screen.
To change the name of a virtual tree, select it and then select the pencil icon next to the +.
The "Modify a tree" window appears.
Modify the name, then select Update.
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Delete an existing virtual tree
- Select the virtual tree on the site tree management screen.
- Select -.
Select Delete in the delete confirmation window.