Difference between revisions of "CitySoft Admin Guide"
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Note that these are a guide to administering the web site, not for public or member users. | Note that these are a guide to administering the web site, not for public or member users. | ||
| − | + | ==I. Access== | |
| − | + | <p>To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.</p> | |
| − | <p>To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.</p | + | ==II. Home== |
| − | + | ||
<p>This page can be customized to display any of a number of modules. Each Admin may customize this page to include those of interest. For speed of operation, those not of interest should be deselected. The modules include:</p> | <p>This page can be customized to display any of a number of modules. Each Admin may customize this page to include those of interest. For speed of operation, those not of interest should be deselected. The modules include:</p> | ||
<ol type="A"> | <ol type="A"> | ||
| Line 25: | Line 24: | ||
<li>Tasks and Activities</li> | <li>Tasks and Activities</li> | ||
<li>Workflow Overview</li> | <li>Workflow Overview</li> | ||
| − | </ol | + | </ol> |
| − | + | ==III. Pages== | |
| − | + | ==IV. Contacts== | |
| − | + | ==V. Events== | |
| − | + | ==VI. Email== | |
| − | + | ==VII. Membership== | |
| − | + | ==VIII. Reports== | |
| − | + | <p>Note: The Reports function cannot, at present, generate usable mailing labels. It can generate a comma-delimited file that can be converted into mailing labels, and the Webmaster has a process to do so.</p> | |
<p>Functions may be selected from the left column. Click on [>>] to view.</p> | <p>Functions may be selected from the left column. Click on [>>] to view.</p> | ||
<ol type="A"> | <ol type="A"> | ||
| Line 39: | Line 38: | ||
<li>Report Templates</li> | <li>Report Templates</li> | ||
<li>Update Report Data</li> | <li>Update Report Data</li> | ||
| − | |||
<li>Usage Reports</li> | <li>Usage Reports</li> | ||
<li>Admin Settings</li> | <li>Admin Settings</li> | ||
<li>Help</li> | <li>Help</li> | ||
</ol> | </ol> | ||
| − | < | + | <p>When you start using a new report template, switch it on, then "Update Report Data" and then run this url: <https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1></p> |
| − | + | ==IX. Donations== | |
| − | < | + | ==X. Transactions== |
| − | + | ==XI. Store== | |
| − | + | <p>Note that this section refers to the Store function on the main web site, which is not yet active. The Online Store is the store function hosted on the RimuHosting site, which is the currently active system.</p> | |
| − | + | ==XII. Forms== | |
| + | ==XIII. Organizations== | ||
| + | ==XIV. ⊞ "Squared Plus"== | ||
Revision as of 12:02, 17 January 2023
The primary point of contact with both members and the public is the Main Web Site (hosted at CitySoft). This is maintained by the Webmaster, assisted by the Assistant Webmaster, Assistant Webmaster for the Store, and the Coordinatgor of the Online Armorial & Ordinary Study Group. The User Guide provided by CitySoft being obsolete and incomplete, it is thus necessary that a Web Site Admin Guide be created to guide staff.
This Admin Guide is presently under development by the Assistant Webmaster. Contributions by others will be appreciated.
Note that these are a guide to administering the web site, not for public or member users.
Contents
I. Access
To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.
II. Home
This page can be customized to display any of a number of modules. Each Admin may customize this page to include those of interest. For speed of operation, those not of interest should be deselected. The modules include:
- Key Reports
- Recent Activities
- Recent Donations
- Recent Event Registrations
- Recent Forms
- Recent Individual Membership Registrations
- Recent Logins
- Recent New Store Orders
- Recent Organization Membership Registrations
- Recent Processed Store Orders
- Sites Overview
- Starred Reports
- Tasks and Activities
- Workflow Overview
III. Pages
IV. Contacts
V. Events
VI. Email
VII. Membership
VIII. Reports
Note: The Reports function cannot, at present, generate usable mailing labels. It can generate a comma-delimited file that can be converted into mailing labels, and the Webmaster has a process to do so.
Functions may be selected from the left column. Click on [>>] to view.
- Custom Reports
- Standard Reports
- Report Templates
- Update Report Data
- Usage Reports
- Admin Settings
- Help
When you start using a new report template, switch it on, then "Update Report Data" and then run this url: <https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1>
IX. Donations
X. Transactions
XI. Store
Note that this section refers to the Store function on the main web site, which is not yet active. The Online Store is the store function hosted on the RimuHosting site, which is the currently active system.
XII. Forms
XIII. Organizations
XIV. ⊞ "Squared Plus"
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- [Main Web Site | back to Main Web Site]
- [Web sites | back to Web Sites]
- [Communications | back to Communications]
- [Home Page | back to Home Page]
