Appearance
Websites reference
The Explorer branch Websites holds public websites built in Studio. A website has pages made of sections and blocks, a theme and menu, optional content collections (CMS), member sign-in with gated content, an optional shop with checkout and orders, languages, and tools for review and testing. This page documents the website screens; for a task-oriented walkthrough see Build a website. Websites under an application also appear in that application.
Where to find it
Workspace > Websites lists the websites. New website can start from the template gallery (corporate, portfolio, online store, restaurant, SaaS) or from a description (Describe the site, which drafts the site with AI for review). Opening a website opens the website editor with the tabs below. Page lists open the page editor.
Website editor tabs
| Tab | Purpose |
|---|---|
| Pages | The site's pages and their status. Each page opens in the page editor. Includes a content review list with expired, expiring, review-due and ownerless pages. |
| Theme | Theme: the theme the pages resolve their tokens through. Choose, create or edit one. |
| Menu | Menu: the navigation the pages render. Also Show the site's maintenance page for every visitor and a custom domain with its verification (see Site operations). |
| CMS | Content collections and items. |
| Membership | Member sign-in, security, access rules, social and company sign-in, tiers and members. |
| Checkout | Shop options, shipping, discounts, taxes, inventory. |
| Orders | Orders and refunds. |
| Sales | Sales reporting. |
| Languages | The site's languages and translation coverage. |
| Motion & tests | Page transitions, review requirement, experiments, and review of other items. |
Page editor
The page editor builds a page from sections holding blocks. It has the same block palette model as the Page Designer plus website features.
| Feature | Description |
|---|---|
| Section gallery | Ready-made sections to insert. |
| Zoom-out view | All sections of a page as tiles for reordering. |
| Widget insert | Blocks from the website block catalog, including commerce and member blocks. |
| Selection trail | Breadcrumb of the selected item's ancestors. |
| Free-form canvas | Optional free positioning with alignment snapping. |
| Column widths | Set the widths of columns. |
| Interactions | Per-item motion and interaction settings. |
| Visible when | A rule that shows an item only to some visitors. |
| Audience variants | Show a different page to...: roles, tier or party type see another published page at the same address. |
| Members and roles | Require a membership tier, portal roles or a kind of business record for a page, section or block. The server removes what the visitor may not see. |
| Triggered content | Popups and banners shown on a trigger. |
| SEO settings | Meta title, Meta description, Canonical URL, OG title, OG description, OG image URL, with an Ask the AI helper. |
| Accessibility | Checks the page, including contrast of the theme colors. |
| Preview as | Shows a page as a visitor with a chosen tier or roles would get it, using the server's own gate. Unsaved edits are included. |
| Code view | The page's JSON. |
| Comments and review | Threads pinned to an item; reviewer assignment; a review status. |
| Co-editing awareness | Shows who else is editing and merges changes on save. |
| Custom CSS | Validated before it is accepted. |
Pages also carry content governance settings: an owner, a review-by date and a stop-showing date. After the stop date the server stops serving the page.
Theme and Menu tabs
The theme and the menu are ordinary theme and menu artifacts chosen for the site. Show the site's maintenance page for every visitor takes the site offline behind its maintenance page.
CMS tab
Collections
New collection name, for example Blog. A collection has fields.
| Field property | Description |
|---|---|
| Field name | For example title. |
| Type | string, text, number, boolean, date, image, reference. |
| Points at | For reference: the collection referenced. A reference is followed one level and flattened (author.name). |
| Required | A value is required. |
| Public | The field is included in public responses. A private field is never shown and cannot be searched, filtered or sorted by visitors. |
Items
New item slug, for example my-first-post. The item editor shows one input per field, and a picker for references. Items have a draft and published state and can be reviewed.
Public binding
A page section can be bound to a collection.
| Setting | Description |
|---|---|
| Freshness | Live (no caching) or Periodic (cached) with Cache seconds. |
| Fallback | Hide the section or Show placeholder content with Placeholder text, shown in place of every public field when there is nothing to bind. |
| Listing | Search, filter and sort on public fields. |
Membership tab
Sign-in security and consent
| Setting | Description |
|---|---|
| Two-step sign-in by e-mail | Ask for a code sent by e-mail after the password. |
| Authenticator app | Members may turn on an authenticator app in their account. Needs the server key website.mfa.encryption-key. |
| E-mail me a sign-in link | A one-time link, valid 15 minutes, only the newest works. |
| Text message codes | For members who add a mobile number. Needs an SMS provider. |
| Passkeys | Members add one in their account and sign in with fingerprint, face or device PIN. |
| Sign out after inactivity (minutes) | 0 means never. Up to 10080. |
| Bot check on sign-in and registration | Off, Built-in check (no third party), or a captcha provider added by a plugin. |
| Agreements | Rows with Id, Label, Page address (for example /terms), Version and Required. Required ones are enforced on the server and stored with version and time. A new version asks members again. |
Access and privacy
| Setting | Description |
|---|---|
| Only allow these networks, Block these networks | One address or CIDR range per line. Deny wins. Empty allow means everyone. |
| Only allow these countries, Block these countries | Two-letter codes. Needs the hosting to pass the visitor's country, otherwise country rules are not applied. |
| Allow other sites to show this site inside a frame | Off protects sign-in pages from click-jacking. |
| Show a cookie banner | Banner text, Cookie policy page, Version (change it to ask everyone again). Categories: Analytics, Marketing. The banner is announced to scripts through window.erpCookieConsent. |
Sign in with
Social login providers (Google, Microsoft, or a custom provider): Button text, Id, Client id, Client secret (stored as a secret), Authorize URL, Token URL, User info URL, Scope. Company sign-in with SAML (Entra ID, Okta, Google Workspace, ADFS): Button text, Identity provider entity id, sign-in address (must start with https://), Signing certificate, Email attribute and Name attribute.
App and data retention
| Setting | Description |
|---|---|
| Let visitors install this site on their phone | App name (up to 45 characters), Short name (up to 12), Theme colour, Background colour, Icon (512 by 512 image address). Served as a web app manifest. |
| Retention | Days to keep Page views, Article feedback and Survey answers. A sweep deletes older data. |
Members, tiers and operations
Members lists signed-up members with their tier and status, and lets an administrator change tier or close an account. Membership tiers define the levels used for gating. Merge moves one duplicate account's addresses, agreements, orders and notifications to another and closes the duplicate. Site operations shows page views, article feedback, surveys and Domain verification: Studio shows a TXT record _erp-verify.<domain>, and Check now looks it up in DNS.
Checkout tab
Currency is a three-letter code such as usd, eur, inr. Sub-tabs:
| Sub-tab | Content |
|---|---|
| Options | The ways a visitor can order. Each has a Button label. Types: pay online (Payment connector, Refund connector (optional) with None — I refund by hand), request a quote, and pay later (Instructions shown after ordering). |
| Shipping | Shipping methods: Name, Price, Free over subtotal, Only for countries (for example DE, FR). |
| Discounts | A Discount code (customers enter it) or an Automatic discount; Title; Type Percentage off the order, Fixed amount off the order, Free shipping; requirement No minimum, Minimum purchase amount or Minimum quantity of items; Total uses (blank is unlimited); limit to one use per customer; active. The best single discount applies; discounts are not stacked. |
| Taxes | Don't charge tax, Prices exclude tax — add tax at checkout, or Prices include tax — show the tax portion; Default tax name, Default rate %, charge tax on shipping, and per-country rules (Country, Tax name, Rate %). |
| Inventory | Product code (SKU) and Units in stock. A product at zero units cannot be ordered. |
Totals are computed by the server, never by the browser. An order is saved in the website application's own tables, and every status change publishes an order event other plugins can subscribe to.
Orders tab
Orders are filtered by Status. Statuses move as follows: placed to paid or cancelled; paid to fulfilled or refunded; fulfilled to refunded. An order shows its lines and a refund part of this order control with Amount up to the amount not yet refunded, which calls the refund connector. E-mail activity lists the confirmation and status e-mails.
Languages tab
Choose the site's languages. A coverage table shows what is translated for each. Add translation saves the source as a new draft version and creates the locale copy. The public site serves the visitor's language.
Motion and tests tab
| Setting | Description |
|---|---|
| When a page appears | None, Fade in, Slide up. |
| Require an approved review before a page can be published | Publishing is refused until the review status is approved. |
| Experiments | A/B tests: variants are chosen before render and stay the same for each browser; exposures and clicks are counted. |
| Review other items | Ask for a review of this site's settings, a theme, or a CMS content item: What, Name, Version, an optional colleague and a note. Statuses: Waiting for review, Approved, Changes requested. |
Permissions
Designing websites is an authoring action on the website and website_page artifact types. Publishing can require a review. Member-facing endpoints are public and rate limited.
API and CLI
/api/v1/authoring/websites, /website-pages, /cms-collections; public endpoints under /api/v1/public/website-*. CLI: erp artifact ... --type websites, website-members, website-page-views, website-feedback and website-domain operations (see Operations reference).
Related
Build a website, Portals, Themes and Navigation, Page Designer.