User Manager

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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Page Manager

Page Manager allows you to create new pages, add images and select layouts from various templates.  Widgets are available for ease of editing.  Meta Data modules contain URL and other relevant information about each page.

The Page Manager can be accesses two ways:

  1. By clicking the Page Manager button on the Dashboard
  2. By clicking the Administration tab.

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When clicking the Administration Tab, mouse-over Page Manager.  You will be presented with the following options:

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Using Page Manager from the Dashboard or the Administration Tab

If using Page Manager from the Dashboard, click Page Manager.  It will take you directly to following screen. If using the Administration tab, mouse-over Page Manager and select “Create New Page.”

This numbered screenshot shows basic functions of Page Management.

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  1. Add New page
  2. Edit Existing Page
  3. Edit Meta Data
  4. Delete
  5. Browse by URL (Toggle button)
  6. Browse by Title (Toggle button)
  7. Go to other pages
  8. Return to Dashboard

More detail is provided in the following sections.

How to Add a New Page

You may either access “Create a New Page” from the Dashboard

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Which lands you on Page Management, then click on “Add New Page.”

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Or you may use the Administration tab.

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Both options will land you upon the following page:

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  1. Enter Internal Name (This appears on the Page Management module)
  2. Enter public page title (Keep in mind that this is the one that the public will see)
  3. Enter primary URL
  4. Select a template for the layout you want to use
  5. Click “Create Page.”
  6. The cancel button is used if you change your mind during the process of adding the page.

The following example shows a new page just created.

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How to Edit a Page

From the Page Management screen (see example below), locate the document you want to change. In this example, we are using “Book a Program.”  There are two ways to do this to locate the page:    (a) You may either use the “Browse by url” button; this also toggles to enable you to “Browse by Page”, (b) On the bottom of the page, use the “Go to Page” function.

To edit an existing page, click the “Edit” button on the “Book a program page” line.

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A screen similar to the following example will open up.

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If you mouse over either of the two widgets, you will see the following:

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Editing a Page using the Administration Tab

If you click on the Administration tab, you’ll see the listing of buttons.  If you mouse-over the Page Manager button, a sub-menu lists available options (see below):

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Click “Browse All Pages” and you will land upon the Page Management Page, where you can browse for your page until you find it.  Then you would click “Edit.”

 

Editing a Page via Top Navigation and the Administration Tab

One of the most useful features of the Administration tab is that you are given the ability to edit a page and access widgets for each page.  If click on “Collection” on top navigation, you get a drop down menu (see example). Select “Collection” tab and drop down to “American.”

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The following page opens up.  The next step would be to click the Administration Tab.

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You will notice that new buttons appear on the Administration Tab menu; one to “Edit Page” and another to access “Meta-data.”

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 How To Edit Page Using Administration Tab

Click “Edit Page” (outlined in red on this example):

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Widgets for the American page become available.  (You can identify a widget by the dotted lines around each one).  If you mouse over the images of the paintings, you will see “Edit Collection.”

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If you click the “Edit Collection,” you will be presented with the following new page:

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As you can see, you have several button options on this page.   To return to the American Collection page, click “Close.”

Next, click on the American page widget; you get the following module.  It gives you the capability to change the layout.  To return to American Collection Page, click “cancel.”

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How to Access Meta Data

The Meta-data page can be accessed by clicking the button outlined in red:

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This contains all the URL information and other details about the American Collections page.

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