Knowledge Base

Maintain Users - Each authorized Administrator User will need permission to access the Widget Form.  The exception would be in the event SSO via intranet is in place (typically used by non-language service providers).

1.   Select Maintain Users under the Administration menu bar

2.      Select the user

3.      Access the drop-down menu access for Administration (right-side panel)

4.      For Maintain Widget Form, select “Visible” and “Enabled” to ensure they are highlighted green for authorized user

5.      Select SAVE

Maintain Company - The Widget Form feature will need to be enabled.

1.      Select Maintain Company under the Administration menu bar

2.      Navigate to the Advance Settings panel

3.      Enable the “Allow Embedded Widget” by selecting YES

4.      Click to copy the Widget Code to your IT Specialist, so they can embed it within your secured intranet site.

NOTE:  The Widget Code provides the login screen.

Maintain Widget Form

1.      Required fields for processing an assignment:

a.       Client Name

b.      Language

c.       Service Date & Start Time

2.      Field names (left-side panel) will match your company label settings as set by your Super User Administrator.

3.      Form Design (right-side panel) can be altered as follows:

a.       Inserts up to 3 text fields below

b.      Remove the entire row

c.       RESET resets the form to default settings

d.      CANCEL voids changes made

e.       DELETE ALL will remove all non-required fields

f.        SAVE to accept changes

1.      Select Maintain Widget Form under the Administration menu bar.

2.      Move entire rows by dragging up/down.

3.      Insert blank rows below an existing row.

4.      Drag left text field to right blank field.  Duplicate fields are not allowed.

5.      Select SAVE.

As the Agency, you can allow your Clients access to the Widget Form as an alternative to logging into your WFOS Scheduling platform as a Client User by either embedding the Widget Form link on your website or providing the link directly.

Your agency link would be formatted as follows:

1.      Take your WFOS site link (i.e. Demo.lspware.com)

2.      Add "/AddJob.html" at the end of the website address (i.e. Demo.lspware.com/AddJob.html)

NOTE:  All users would be required to login with their Client User credentials to ensure they are authorized to submit job requests.