Site Settings
There are two parts to setting up SEP. First, the web portal itself must be established. For information on this part of the process, consult the SEP Implementation Guide, which is available in both print-ready (PDF) and online formats. It describes how to perform many tasks that require IT expertise, including how to establish database and web server(s), install the website, connect to a ReliaSoft database and create user accounts.
Once the web portal has been established, there are a number of settings that will require initial configuration and then may be updated infrequently if the customer’s needs change. A user with administrative permission in the ReliaSoft database can configure these settings; starting in Version 2024, they are located in two places:
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The Site Settings page provides some basic configuration information and options. To access the Site Settings page, click the Site settings link in the top-right corner of the portal.
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More configuration options are available in the SEP Settings window, accessed via the SEP admin utility. This will require cooperation from an IT admin to either provide access to run the admin utilities on the web server or configure the settings based on your business requirements.
Be sure to click the Save
button, 
,
whenever you make changes on the
Site Settings page. This button is located in the upper-right corner
of the page.
Current Database
This area identifies the database that the SEP web portal is connected to.
Customize a Default Dashboard for New Users
SEP ships with a default dashboard that you can customize for new users in your organization by modifying the layout and tile settings. This allows you to give users access to meaningful data the first time they open SEP. Once the user opens the dashboard, they will begin managing their own personal dashboard preferences and will no longer have access to the latest default layout.
- Under Configure the default dashboard, select Default dashboard for new users in the drop-down list and click the Save button.
- Navigate to the SEP Home page, where you should see a note confirming that you are editing the default dashboard for new users.
- Modify the tile settings and layout to create the custom dashboard. (See SEP Dashboards). Note that dashboard changes are saved automatically.
- Navigate back to the Site Settings page.
- Under Configure the default dashboard, select Your personal dashboard in the drop-down list and then click the Save button.
SEP Error Log
This utility allows you to export an error log in *.csv format for troubleshooting and maintenance purposes.