Categories and SaaS Sites
Goal
Create site categories, SaaS sites, and site browser accounts so users can access business sites by category.
Prerequisites
- At least one browser instance exists.
- Your account has permissions for site categories, site list, and site browser accounts.
Steps
- Go to "Site Management > Site Category" and create a category.
- Go to "Site Management > Site List" and click "Add Site".
- Enter site name, URL, category, logo, introduction, status, and related information.
- In the site list, open "Account Category Config" to define supported account categories.
- Go to "Site Management > Site Browser Account" and create browser accounts for the site.
- In the user portal, open the SaaS site and click visit or login.
Field Reference
| Field | Description | Recommendation |
|---|---|---|
| Site Name | Business system name shown in the user portal | Use a name business users recognize |
| URL | Target site entry address | Use a complete https:// address |
| Category | Site grouping in the user portal | Group by business line, department, or system type |
| Logo | Site icon in the user portal | Use a clear icon with a clean background |
| Account Category | Different login modes for the same site | Examples: admin, support, read-only |
| Site Browser Account | Account used by the remote browser login flow | Combine with permissions, groups, and workspaces |
Login Flow Recommendation
- Create a test site and test account first.
- Verify that the target site opens in a browser instance.
- Configure account category and login scripts.
- Authorize a test group.
- Verify login from the user portal.
- Open access to production groups after confirmation.
Verification
- The user portal displays SaaS sites by category.
- Clicking a site opens the remote browser visit page.
- Sites with configured accounts can perform login by account category.
- Unauthorized users cannot see the site.
FAQ
- If users cannot see a site, check site status and group site authorization.
- Enable encrypted URL in site configuration if the source URL should not be exposed.
- Site browser accounts should be controlled by permissions and groups.