Knowledge Base Article

Add Websites

The Websites area holds every website your organization owns or manages, together with the technical details behind it: servers, hosting, domain registration, and SSL certificates. It is the place to put the information that otherwise lives only in one developer's head.

Click the building icon with your organization's name in the top-right corner and choose Our Websites.

The building icon in the top-right corner opens this panel.

Adding a Website

Click Add New. Argenta creates the record and opens the Website Workspace on Website Details.
Enter the Website Title (required) and the Launch Date (required).
Fill in the rest as you have it, then save.

The Add New button above the Websites list

Add New creates the record and opens the Website Workspace.

The Website Title, Launch Date and Current Status fields

Website Title and Launch Date are the two required fields.

Website Details

Website Title (required) and Launch Date (required)
Current Status - where the site is in its life
Website URL DEV, Website URL TEST, and Website URL PROD - all three environments, so nobody has to guess which address is live
Primary Developer or Business Analyst and Designer, Business Analyst or Secondary Developer - who to call
Site Admin/CMS URL, Site Admin/CMS User ID, and Site Admin/CMS Password - how to get into the content management system
Chapter, Division, and Department where your organization uses them

The Website URL DEV, Website URL TEST and Website URL PROD fields

All three environments get their own box, so nobody has to guess which one is live.

The Primary Developer and Designer or Secondary Developer fields

These two fields are who to call when something breaks.

The Site Admin CMS URL, User ID and Password fields

The CMS login lives here, which is why these records get locked.

The Chapter, Division and Department fields on the website record

Fill these in if your organization uses them.

Lock Records That Hold Credentials

Because Website Details can hold a CMS login, treat these records as sensitive. Lock This Record at the top of the page restricts who can open it at all, Set As View Only stops edits, and the Record Permissions page grants access person by person. Do this when you create the record, not after you paste the password in.

The Set As View Only and Lock This Record switches

Set both of these when you create the record, not after you paste the password in.

The Record Permissions page with View Only Access and Locked Record Access panels

Record Permissions names the people who can still get in.

The Technical Pages

The rest of the workspace is where the infrastructure detail goes, each on its own page:

Web & Database Servers - what the site runs on
Hosting Provider - who hosts it and the account details
Domain Name Registration - where the domain is registered and when it renews
SSL Certificates - certificates and their expiry, which is the one that takes a site down when it lapses
Website Spec Lists - the specifications for the site
Related Files and Notes - contracts, designs, and anything else worth keeping
Record Permissions - who can view or edit

The Website Workspace menu bar listing every page of the record

Each piece of infrastructure detail has its own page on this bar.

The Website Hosting Information page with provider, account, support contacts and costs

Hosting Provider holds the account details and what the hosting costs.

The Website Domain Information page with registrar, expiration date and DNS fields

Domain Name Registration is where the expiration date lives.

Why Fill All of This In

The value shows up the day the person who built the site is unavailable and the domain is about to expire. Recording the registrar, the hosting account, and the certificate expiry when everything is calm is what makes that day uneventful.