If you have previously used Web Suite on your machine, Web Suite will automatically open the database that you were in the last time you used the software. If you are running Web Suite for the first time, you have to create your database in which you store all your important employee, client, project, and billing information. Web Suite Admin Portal is a useful tool for changing and creating company database.
To access this portal, click the Admin Options link on the Web Suite login screen.
The following information provides details on the admin options:
Open an Existing Company File:
You can select an existing Web Suite database. Click OK and then enter the full path name of the Web Suite data file in the Open dialog box.
Create a New Company File:
You can create a new Web Suite data file, based on any of the database options below. The database options available are Standard (Access), SQL (Microsoft SQL Server). Click OK to open the New dialog box.
Open a Sample Company File:
You can select among the various sample industry-specific data files available. Select the desired option from the Business Type drop-down list. The options include Service, Architectural, Accounting, Consulting, Engineering and Legal samples. Depending upon your selection, you can have customized labels and lexicon available in Web Suite.
Use (Standard/SQL):
You can create or select your Web Suite Company file based on any of the available database options. You can use the standard Access database, SQL Server, Oracle or any other database. Microsoft offers two means of database management: Microsoft Jet (the Microsoft Access database engine) and Microsoft SQL Server.
Help:
Opens the Web Suite Help in the Admin Options section.
Cancel:
Cancels the entry and closes the screen.
OK:
Saves the settings and closes the screen.