User Manager

July 9, 2013 By

The purpose of User Manager to issue permissions to designated administrative website users. This is to provide access so these users can make changes on select areas of your CMS website.

There are two ways to access User Manager:

(1)       Using the Administration Tab
(2)       User Manager button on the Dashboard

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Here is a screenshot of the menu that becomes available when you click the Administrative tab.

When you mouse-over the “Configurations/Settings” button, the “Create New User” and  “Browse All Users” options become available (see the following example).

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You can either click “User Manager” button on the Dashboard OR click the “Browse New Users” to arrive on CMS User Management (see example below).

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An advantage of using the Administration Tab to access the User Manager is the ability to directly access the “Create a New User” form.  (See example below).

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How to Add a New User

As explained in on the previous example, you may add use the Administration Tab to immediately access the “Create a New User” form.

If using the Dashboard, you would arrive on the CMS User Management screen.  Click “+ Add New User” (see below):

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You would then land upon the “Create A New User” (see the next page).

 Note: User Types and Roles Vary from Company to Company. As you look at this example, please keep in mind that your company’s listing of roles will most likely differ from this example.  This is also affected by the User Roles assigned by your company’s management.  User Roles are established within the Role Manager module (see the next chapter on “Role Management.”)

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  1. Enter User Name (coordinate this with your company’s system administrator)
  2. Choose user status from drop-down (choices are Standard and Suspended)
  3. Choose time zone from drop-down (there are numerous choices)
  4. Roles – check the boxes/functions the user is to be given the authority to access and modify.
  5. Enter First name
  6. Enter Last Name
  7. This is for your email address
  8. Enter your password
  9. Repeat password to verify.
  10. Click “Create” (Note: if you change your mind, you may click “Cancel.”)

How to Edit an Existing User

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From the above module, select “Edit” to select a given user.  You will arrive at a screen similar to the following example.  After making your updates, click “Save.”  (See the following example).

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Examples of Access

The following page shows the access of the site administrator (admin).  The user in this role has the most access; all Role boxes are checked, so he/she has the permissions to change all the modules in the website.

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Here is an example of a user that has minimal or basic access.

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Filed Under: Administration Tagged With: , , , ,

System Configuration

July 9, 2013 By

The System Configuration feature allows the user to manage the color RGB and the character encoding settings, as well as set the website online or offline for maintenance.   This module is typically managed by a company’s System Administrator.

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If you click the red-highlighted “system configuration” on the Dashboard, you land on the following module.

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This module contains information regarding the Color RGB number, Site Name and Character Encoding number.  On Site Online, there is a drop-down that has the following options:

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As with other modules in CMS, if changes are made, click “Save.”  To return to the Dashboard, click “Dashboard.”

Filed Under: Administration Tagged With: , , , ,

Role Manager

July 9, 2013 By

The purpose of role management is to manage authorization, which enables you to specify the areas that users of your company’s website are allowed to edit.  Please keep in mind that your company’s role structure and role names may differ from the examples presented in the following pages.

The User Roles module can be accessed one of two ways:

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(1)       The Dashboard – click on the Role Manager button.  (See the following screenshot).

(2)       The Administration Tab – click on the tab, mouse-over the Configuration/Settings button, then slide down the menu to “Role Management” and click.  (See the following example).

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Whichever access method you choose will land you on the following module.

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The Site Administrator

The Site Administrator is the “Parent” at the highest level within the structure represented in the above example.  Therefore, he/she would be automatically granted all the privileges (or Rights) given to the child roles.

Next, we will review the ‘Update Role ‘Site Administrator’ module.  To open that module, you would click the “Edit” button on that line.  (See the examples provided on the following pages).

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Notice that the Site Administrator has no Parent Role selected. In the Right Codes listing, functions are listed that represent various task sets.  “Right” means that the System Administrator has the privilege to access most of these resources and perform related functions.

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The Web Master

You will note that the Update Role ‘Web Master’ is very similar to the Site Administrator form, in that most of the Right Codes have been check-marked.  However, in the Parent Role drop-down, “Site Administrator” has been selected as the parent role.

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Roles that are parented by the Web Master:

  • Education Content Manager
  • Events Manager
  • Exhibition Manager
  • Promotion Manager
  • Support Group Manager
  • User Manager/Group Manager

Note: While the only example included is for Education Content Manager, the other role types in the above list have nearly identical ‘Update Role’ Modules

Roles that are parented by the Promotion Manager:

  • Promotion Manager – Live
  • Promotion Manager – Stage

Note: While the only example included is for ‘Promotion Manager – Live,’ please understand that ‘Promotion Manager – Stage’ has a nearly identical ‘Update Role’ Module.

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Roles that are parented by the Support Group Manager:

  • Asian Arts Council
  • Men’s Art Council

Note: While the only example included is for ‘Asian Arts council’ please understand that ‘Men’s Art Council’ has a nearly identical ‘Update Role’ Module

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How to Create a New Role

On the User Roles module Click “+ Add Role.” You will open the following module:

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The following is a fictitious role created for learning purposes.

After completing all information, you would click “Save.” (or if you change your mind, click “Cancel.”)

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After you have clicked “Save”, the following updated User Roles module is created: (See the new Role marked with a red checkmark.)

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In this instance, the Parent is the Education Content Manager, and the “child” is the new role, “Test: Fictitious Content Coordinator.”

 

How to Edit a Role

Using the most recently created “Test: Fictitious Content Coordinator,” click “Edit”.

After making desired changes (in this instance, see red arrows for items edited), click “Save”.

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This newly-revised User Role module will appear.  (Note the edited role highlighted in yellow).

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How to Delete a Role

Let’s delete our test case.  Go to the red “X” on the same line as the test case.  You will get the following screen:

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Click “OK.”  If you change your mind, you may click “Cancel.”

Filed Under: Administration Tagged With: , , ,

Promotion Manager

July 9, 2013 By

The purpose of promotion manager is to “promote” all edits to the publicly-accessed version of your company’s website.  There are  three different environments or levels:

  • Alpha – this is the “rough draft” of the website. The changes within your content have not been finalized yet; they are not ready to be released on the front end, or the public part of your website.
  • Staging – During staging, the content is being further refined, but still is not ready for view by the public on the front end.
  • Production – When the content has been edited, proofread and reviewed by the proper management in your company, it is ready for promotion to Production. 

The following module (used for demonstration purposes) is in Alpha format.  The statement “THIS STATEMENT HAS BEEN INSERTED FOR DEMONSTRATION PURPOSES” has been added to the Home Page.  As you can see, since this page was still in the Alpha environment, the Current Status is “Unpublished.” (see below).

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The Promotion Manager module can be accessed by clicking “Promotion Manager” on the Dashboard.

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You will land upon the following module.

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How to Promote Content from Alpha to Staging

The Environment Selection box allows you to switch between environments by using the radio buttons.

Within this section is a box that contains the Alpha Pages Pending.  The number “16” represents a breakdown of the various types of content that is sitting in Alpha waiting to be promoted to Staging.

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The box entitled “Items Pending Promotion to Staging” is where you would select the new content that you want to be advanced to Staging.

To select all content, click the box next to the “Alpha”.  On the following module, you will see what happens when you have selected the content.

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A green checkmark appears in the boxes on the above list.

To promote the check-marked content to staging, click the “Promote” button (outlined in red on above screenshot).  The following module will be presented.  The “0” means that there is no content in Alpha; the message should say “Promotion is Complete.” (See red arrow.)

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How to Promote Content from Staging to Production

To access the following module, go to the Dashboard, “Promotion Manager.”

As you will see, the Environment Selection box has radio buttons for “Alpha to Staging” and “Staging to Production.”  Click on “Staging to Production.”

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In the “Items Pending Promotion to Production,” click staging.  Check marks will be inserted for all three check boxes (See example below).

Next, click the “Promote” button

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The following module will be presented.  The statement “Promotion is Complete” shows in this module to confirm the promotion of staging content to production.

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To check to see if your changes have been made on the Front end, or Production environment, click the Dashboard button.  Click on the Phoenix Art Museum logo (Please note that your own company’s logo will appear on your website).  This will take you to the home page of the front-end of the website.

Please note that the Current Status now reads “Published” on the Administration module.

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Filed Under: Administration, Publishing and Promotion Tagged With: , , , ,