Website Roles

August 2, 2013 By

This feature allows you to set up website roles.  It enables you to designate the resources that users of  Nlets website are allowed to access. Please keep in mind that your company’s role structure and role names may differ from the examples presented in this document.

Click the “Website Roles” button on the Administration section of the Dashboard.

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You land upon the following module.

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To add a new Website Role, click “+ Add Website Role.”  The following module becomes available:

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Enter the Role Title and click “Create.”

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As you can see on the next example, “Member: Wiki Editor” has been added to the Role Titles.

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To Edit a role, click “Edit” on the item you need to edit.  To Delete a role, click the red “X.”

Filed Under: Content Creation Tagged With: , ,

Website Members

August 2, 2013 By

Nlets’ website contains a specialized module which allows your designated Nlets administrator to manage authorization of Nlets website members. This enables you to designate the website resources that users of your company’s website are allowed to access. Please keep in mind that your company’s role structure and role names may differ from the examples presented in the following pages.

This module can be accessed on the “Administration” section of your Nlets Dashboard.

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Clicking “Website Members” takes you to the Website Members module:

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Note the tabs across the top of the module.  By clicking these tabs, you can view Active, Pending, Not Verified, Cancelled and All listings.  You may also search by clicking “Keyword” button.

To Add a new Website Member, click “+ Add Website Member.”  You will land upon the following form.

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To create a member, please note that all information marked with a red asterisk (*) must be entered.  When you are finished, click “Create.”

 

To edit an existing member, click “Edit” on the Website Members module.  A completed form (It is like the example on the previous page, only it will say “Update Member”) will open up.  After you have made your change, click “Save.”

To delete an existing member, use the red “X” on the Website Members module.

 

 

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Promotion Manager: Nlets

August 2, 2013 By

The purpose of Promotion Manager is to publish content additions and changes made on the back-end of Nlets’ website to the front end of Nlets’ website. There is a specialized feature available on Nlets’ Dashboard – Promotion Notifications (See the area boxed in red in the following example).

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The right-arrow shaped icons contain the promotion notifications. “Alpha to Staging” is the environment in view in this example; the green “9” tells you that nine items are ready to publish.

By mousing-over the third (blank) arrow, you will see the the second environment, “Staging to Production:”

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Since the “Staging to Production” environment has no number updates, it remains closed until it becomes active.

If you double-click “Promotion Manager” button (above), you are presented with the following module.

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To promote your content from Alpha Staging to Production:

  1. On “Items Pending Production to Staging,” click in the box next to “Alpha” on the listing.  The boxes will become populated with green checkmarks.
  2. In the Environment Section, click the radio button next to “Staging to Production.”
  3. Finally, click the “Promote” button.
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Document Library

August 1, 2013 By

The purpose of the document library is to make various documents, presentations and meeting notes available  for viewing by designated groups of users.

The document library is accessed through the dashboard (see below).

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When you click on the Document Library button, you land upon the following module:

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To add to the Document Library, refer to the Document Library module (see previous page), Click on “+ Add Document.” You will land on this page:

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  1. Click  “Upload Document” first.
  2. You will notice that the document name will automatically populate both the Uploaded Filename cell and the Document Name Cell.
  3. Next, enter your Document Description.  This may be the title of the document.
  4. Document Categories – This is optional.
  5. Permitted Roles – Check the appropriate role.
  6. Click “Create” to save/add the document.

To add a New Document Category, from the Document Library module, click “Document Categories.”

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You will land upon the following module.  To add a new category, click “+ Add Document Category.”

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You will be presented with the following screen.  Enter the Category Name in the cell provided and click “Create.”

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To edit an existing category, click “Edit” on the same line as the category.  You will be presented with a screen entitled “Update Document Category.”  Make your change and click “Save.”

 

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Industry Link Manager

August 1, 2013 By

Industry Links appear on the front-end Nlets website on Resources/Industry Links (see example below).

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To access Industry Links, go to the Dashboard and click “Industry Links.”

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You will land upon the Industry Link Manager (see example):

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To add a new Hyperlink, click “+ Add Hyperlink.”   The “Create a Hyperlink” module will open up.

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Enter the date (if appropriate) and URL.  Select Category, if desired.  Click “Create.”

To edit an Industry Link, click on “Edit” (see below):

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When you have finished editing, click “Save.”

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Shared Carousels

August 1, 2013 By

The Nlets website has the Shared Carousel function.  It can be accessed on the dashboard by clicking “Shared Carousels.”  (See below):

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You are presented with the Shared Carousel module (see example below).

How to Add Images to an Existing Carousel

From the Dashboard, click “Carousel Manager.”  You will land on the following screen:

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Next, Click “Edit.”  You will land on the  “Carousel Slides” screen.

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Click “+ Add Slide.”  You will land upon the following module:

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Enter the Slide Name in the cell provided.  Next, enter a description in the text box.  Finally, upload an image.  (Tip:  make sure the photo meets the requirements spelled out on the above module).  The last step is to click “Create.”

How to Add a Carousel

Click the “+ Add Carousel” button.

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You will land upon the following module.

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Enter a name for the Carousel and click “Create”.

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Strategic Partners

August 1, 2013 By

Strategic Partners are published on the front end, “Partnerships/Strategic Partners” webpage. (See example below):

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The Strategic Partners module can be accessed by clicking “Strategic Partners” on the Nlets Dashboard:

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You will land upon the following page:

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To add a Strategic Partner, click “+ Add Strategic Partner.”  You will land upon the following page:

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As you can see, the company’s name, description and logo upload must be completed in order to create a new Strategic Partner.   Click “Create” when finished.

To edit a Strategic Partner, go to the Update Strategic Partners page. Click “Edit”; you will get the “Update Strategic Partner” Page.

SP5

 

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Once you have made necessary changes, click “Save.”

 

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News Bulletins

August 1, 2013 By

News Bulletins are published on the front-end home page (See the following example):

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The News Bulletins module will be part of your Nlets dashboard. (See the following example):

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How to Add a News Post

Click “News Bulletins” on your Nlets dashboard.  You will land on the following screen.

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To add a News Post, click  “+ Add News Post” button.

When the “Create a News Post” screen opens up (See next page) you will note that the current date is already in the “Date” cell.

  1. When the “Create a News Post” screen opens up (See next page) you will note that the current date is already in the “Date” cell
  2. In the “Headline” cell, enter your headline
  3. Upload an Image – Click this button if an image is required. You are presented with another screen, where you may upload and crop your image.   Note that the image can be previewed once it is uploaded.  (See where the screen says “Show Preview.”)
  4. Article – Insert your text.  Note: this box automatically converts your text to HTML format.
  5. Excerpt – This is generated automatically from the first sentence of your article.
  6. Tags – Type in cell to add these, if desired.
  7. Add New Attachment – Click button to add, if desired.
  8. When finished, click “Create.”

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See the newly-added “Example of a News Post” entry line below.

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How to Edit an Existing Post

Click on “Edit” next to the item you wish to change.

To delete an existing post, click the red “X”.

 

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Menu Manager

August 1, 2013 By

The purpose of the Menu Manager is to present you with the capability to edit the top navigation components on the front-end of your Nlets website (see below):

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You may access Menu Manager either on the Dashboard by clicking the Menu Manager button or on the Administration sidebar.

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Here is what you see when you click the Administration Sidebar.

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Either option will lead you to the Website Menu Manager module (see example below):

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To Add a Category, click “+ Add Category.”

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Clicking “Create” brings you to this module.

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When several categories have been added, the green arrows are used to move the order among the other categories (note that in this example, sub-categories Baz and Foo have been added).

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To edit a category, click “Edit.”  To Delete a category, click the red “X.”

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Contact Form Builder

July 11, 2013 By

The contact form builder module allows C2MS users to create online contact forms that are automatically stored in a local database for later reporting with an optional notification email.   This feature is perfect to create website contact forms as well as other simple data collection forms like very simple surveys and other data gathering tasks.

For example, this excerpt from the Nlets home page shows the area where a form may be offered to the website viewing public (see area outlined in blue).

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From the Nlets Dashboard, this function may be accessed by clicking the Contact Form Builder button (highlighted in red) or by the Administration Sidebar (see red arrow).

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This is what the Administration Sidebar looks like when opened:

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Whether you use the Contact Form Builder or the Administration Sidebar, you land upon the following module.  To add a Contact form, click  “ + Add Contact Form.”

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You will land upon the Create New Contact Form module (see the following example).  Note: For demonstration purposes, the “Host with Us” form will be used as an example.

How to create a new contact form

  1. Complete “Form Name.”
  2. Confirmation Text – This cell is completed only if a confirmation email will be sent to the requestor.
  3. Notification Email – This is optional; it is only necessary if a confirmation is to be sent to the requestor.
  4. Notification Subject – This cell is for inputting a brief explanation of the topic of the form
  5. Notification Message – This is for inputting a more detailed explanation of the purpose of the form.
  6. When finished, click “Save.”

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You will land upon the following module.

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Using the Form Element Toolbox, Click “Title.”

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You will be presented with this screen, where you can enter your form title.

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Click OK.

You will be taken back to Create your Contact Form.  Using options from the Form Element Toolbox, repeat these steps, using the Single Line Text tool to and an other options on that list to create the individual cells.  When you are finished, click the blue “Submit” button.  If you are satisfied with the form, click “Finish.”

The completed module for the “Host with Us” form would look like this:

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Click “Cancel” to return to the Contact Form Builder module.

How to Edit a Form

To edit the “Host With Us” form, click “Fields.”  (see below)

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If you mouse-over any of the form cells, you will see editing tools.

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  1. The pencil symbol is for editing.  Clicking gives you an editing screen to change the text.
  2. The “trash” can symbol is to delete that cell.
  3. Clicking on the orange plus sign makes it possible to rearrange the order of the cells.  This is a “drag and drop” function.

When you are done editing, click “Save” and “Finish.”

The Options button takes you to the Update Contact Form Host With Us Module.

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After making changes to this information, click “Save.”

 

 

 

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