Sections and Functions

The following table details key available functions by component within the Site Manager’s seven sections: Product Catalog, Content, Experiences, Search, Customer Service, Reporting, Users and Roles, and System Tools.

Section	Component	Main Page Shortcut	Component Functions
Product Catalog	Products	Find and edit products	Find products by name, product ID, or viewing list. Add, edit, delete, and activate products. Assign cross-sells to products. Manage product variants. Preview product and ensemble page.
	Ensembles	Find and edit ensembles	Find ensembles by name, product ID, or viewing list. Add, edit, delete, and activate ensembles. Assign products to an ensemble. Assign cross-sells to ensembles.
	Categories	N/A	View by catalog hierarchy or alphabetically. Search for a category. Create, edit, delete, or activate a category. Edit, remove, or rank sub-categories within category. Add, edit, remove, or rank products within category.
	Catalogs	N/A	Make catalog active. Set default catalog. Add, edit, or remove a catalog.
	Refinements	View and edit refinements	Create a refinement. Activate/deactivate a refinement. Modify when a refinement is displayed. Modify how a refinement is displayed.
	Global Product Updates	Global product updates	Find products that match a specific criteria. Update the price of all the products. Update the start/stop date of all of the products. Activate/deactivate all of the products. Add the products to a product group.
	Product Types	N/A	Create a product type. Edit a product type. Modify the root attribute group(s) for a product type.
	Attribute Groups	N/A	Create attribute groups. Edit attribute groups. Assign product attributes to an attribute group.
	Workflow Management	N/A	View products/ensembles by status. Preview modified products. Update workflow status of products/ensembles.
	Automated Categories	N/A	View top selling products, on sale products, and new arrivals of the site. Configure number of top selling products, on sale products, and new arrivals to display on site. Configure date range to use to determine top selling products and new arrivals.
Content	Sections and Pages	N/A	Create, edit, and delete a site section. View, create, edit, and delete pages in section. Update page name and description information. Update label, path, and page area display. Update title, keywords, and description. Configure, edit, and delete page areas. Update name, description, and targeted content of an area. Assign areas to pages. Schedule content within an area. Assign a status to content within page area. View content within a page area by date. Edit or clone content. Preview content and pages using the preview calendar.
	Site Preview	N/A	View the site the way it looked or will look on a particular date.
	Find Content	N/A	Find content by date and status. View all content.
	Formats	View and edit formats	View, edit, delete, and activate content asset type formats. Update XSL templates for formats.
	Upload Media	Upload media	Upload images or files. Preview images and view details such as size and location.
	Site Configurations	Site configuration	Create an entry for a new site. Clone an existing site. Modify the URLs for a site. Modify the configuration parameters for a site. Configure automated merchandising rules. Configure Relate, Locate, and Loyalty integrations. Configure social media settings.
	Vanity URLs	Vanity URLs	Create a vanity URL. Modify the vanity URL code or redirect URL.
	Email Templates	Email templates	Edit and delete transactional email templates. Create an experience manager email template. Edit or delete experience manager email templates.
	Additional Sitemap Entries	N/A	Add an entry to the sitemap. Change the priority or frequency of a sitemap entry. Remove a sitemap entry.
Experiences	All Experiences	View and find experiences	Create personalized experiences for users including user group conditions, targeted content, awards, and email templates. Edit, create, and delete experiences.
	User Groups	N/A	Create User Groups based on a combination of pre-defined conditions. Customize User Groups to fit the experience’s requirements.
	Targeted Content	N/A	Select Targeted Content to include in an experience. Tailor the properties of each Targeted Content component to match the experience’s requirements.
	Awards	N/A	Select Award types to include in an experience. Customize the award to fit the experience.
	Email templates	N/A	Select an Email Template to include in an experience. Modify the template’s parameters, including body content, to fit the experience.
Search	Build Index	Build index	Create and swap in a new search index.
	Thesaurus	View and edit thesaurus entries	View, edit, create, and delete one-way and two-way thesaurus entries.
	Redirects	Redirects	Create and edit URLS to redirect the user to when they use the specified search terms.
	XML Sitemap	N/A	Generate the site's sitemap.
Customer Service	Customers -> Customers	Customers	Search for members by first name, last name, or email address. Edit member’s online profile. Add memo to member profile. Email password to member. View members order status.
	Customers-> Email Signup	email preferences	Search by email address or show all email users. Activate/de-activate email preference.
	Customers-> Registration Requests	N/A	Available on B2B sites only. Manage site registration requests.
	Search Orders	Customer orders	Search for orders by start date, end date, order condition, order number, or email address.
	Business Partner Accounts	N/A	Available on B2B sites only. View and edit the business partner accounts. Add new business partner accounts. Set business partner purchasing rules. Associate customers with the business partner.
	Stores	Store details	Available on B2C sites only. View and edit the stores entered for the site. Add new stores. Add and manage store events. Add and manage store images. Customize store SEO information.
	Mobile App Notifications	N/A	Available on B2C sites only. Add and manage the notifications for the mobile application. Add and modify the stores associate with a notification.
	Shippping Carriers	Shipping carrier details	Create a shipping carrier. Maintain the fees for a shipping carrier.
	Promotions	N/A	Available on B2C sites only. View the promotions defined within the site.
	Gift Card/Certificate Balance	N/A	Available on B2C sites only. Find the balance of a gift card or gift certificate.
Reporting	Customers	View reports	View customers with largest wish lists and most sales.
	Experiences	View reports	View the performance of experiences and their branches.
	Orders	View reports	View the amount of orders placed.
	Products	View reports	View products not in an active category, without an active variant, without an image, and out of stock.
	Site Activity	View reports	View the number of entries added to member address books, the number of email sign-ups, the number of new member registrations, the number of user sessions created, the number of items added to wish lists, and the number of searches with zero results.
	Site Administration	View reports	View audit records of the activities of Site Manager users.
Users and roles	Users	View and edit users	Create, edit, delete, and activate a user. Assign roles to a user. Assign user to group of roles. View and edit group details.
	Roles	View and edit roles	Create, edit, delete, and activate a role. Create, edit, delete, or activate groups of roles. View, delete, and activate privileges that make up roles.
	Role Groups	Assign users to groups of roles	Create, edit, delete, and activate a role group. View, add, and delete roles to a role group. View, add, and delete users to role group.
	Privileges	View and edit privileges	View, create, edit, and delete groups of privileges. View, create, delete, and activate individual privileges.
System Tools	Commands	View commands	Browse all commands that are configured and active within the command engine. View information on commands.
	Forms	N/A	Browse all command forms that are configured and active within the command engine.
	Pipelines	N/A	Browse all pipeline sources that are configured and currently active.
	Job Monitor	N/A	View status and details for all Web site jobs.
	Cache Stats	View, clear, and disable cache	View overall statistics of the caching engine. View statistics associated with each individual cache record.
	Profiling	N/A	View and activate profiling statistics. Disable and reset profiling counters.
	Asset Loaders	N/A	Browse asset loader pools that are configured and active within Content Management engine. View number of objects within each pool for each loader type.
	Import/Export	Import and Export	Import products, product variants, and categories. Import content. Import store information. Export catalog requests.
	Logging Settings	N/A	Activate/deactivate logging options for the site.

Sections and Functions

See also