Administrator Guide To Managing Your Web Site

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1 Administratr Guide T Managing Yur Web Site Revised

2 Table f Cntents Managing Yur User Accunt...7 Changing yur Passwrd... 7 Managing yur Prfile Pht... 8 Managing yur User Credentials... 9 Managing yur User Prfile Cnfiguring Yur Web Site Setting the site title Setting the site descriptin Adding the site keywrds Displaying the default site Cpyright Creating a unique Cpyright Submitting yur Site t Search Engines Submitting yur Site Map URL t Ggle Setting the Favrites Icn Managing Yur Web Pages Adding A New Page Mving A Page Cpying a Page Deleting a Page Edit an existing Page Abut Page Permissins Setting Page Permissins Managing Yur Security Rles Abut the Security Rles Mdule Default Security Rles Abut Security Rle Settings Adding a Security Rle Editing a Security Rle Deleting a Security Rle Adding a Rle Grup Editing a Rle Grup... 28

3 Deleting a Rle Grup Adding a User t a Security Rle Deleting a User frm a Security Rle User Accunts Adding a User Accunt Editing a User Accunt Deleting a User Accunt Adding a User t a Security Rle Deleting a User frm a Security Rle Frcing a Passwrd Change Managing a User Prfile Managing a User's Passwrd Managing User Accunt Settings Setting the Lgin and Lgut Optins Managing Prfile Prperties Adding a Prfile Prperty Deleting a Prfile Prperty Newsletters Sending a Basic Newsletter The Bulk Reprt File Manager Abut the File Manager Mdule Adding a New Flder Deleting a Flder Assigning Flder Permissins by Rle Assigning Flder Permissin t a User Uplading Files Unzipping Cmpressed Files Cpying Files Mving Files Deleting a File Synchrnizing Files within a Flder... 58

4 Renaming a File Imprtant Uplading Nte Abut File Names Fr Web Use Recycle Bin Deleting Mdules frm the Recycle Bin Deleting Pages frm the Recycle Bin Emptying the Recycle Bin Restring Deleted Mdules Restring Deleted Pages Ggle Analytics What Is Ggle Analytics Hw d I get an accunt? Setting Ggle Analytics Mdules Abut Mdules Rle Based Access Opening the Mdule Menu Exprting Mdule Cntent Imprting Mdule Cntent Mving a Mdule t a New Pane Viewing/Editing Mdule Settings Setting the Mdule Title Setting Mdule Permissins Displaying Mdule n all Pages Setting Mdule Start Date Setting Mdule End Date Setting Mdule Backgrund Clr Setting Visibility f Mdule Cntent Setting the Mdule Cntainer Setting Mdule Printing Setting Mdule Syndicatin Setting the Default Page Settings fr a Mdule Mving a Mdule t anther Page... 87

5 Adding a New Mdule Adding an Existing Mdule Deleting a Mdule Adding Mdule Cntent... 90

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7 Managing Yur User Accunt Changing yur Passwrd Hw t update the passwrd assciated with yur user prfile. 1. Lgin t the site. 2. Click n yur [Display Name] link (typically lcated in the tp right crner f the site. This displays the user prfile page. 3. Click the Edit Prfile link. This displays the Manage Prfile page. 4. Click the Manage Passwrd link. 5. In the Change Passwrd sectin, update the fllwing fields: a. In the Current Passwrd text bx, enter yur current passwrd. b. In the New Passwrd text bx, enter yur new passwrd. c. In the Cnfirm Passwrd text bx, re-enter yur new passwrd. 6. Click the Change Passwrd link.

8 Managing yur Prfile Pht Hw t manage the pht assciated with yur user prfile. 1. G t the Manage Prfile page f the View Prfile (als titled My Prfile) mdule. See "Managing yur User Prfile" 2. G t the Pht field and select frm these ptins: Uplading a New Image 1. Click the Uplad File link. 2. Click the Brwse... buttn and select the file frm yur cmputer. 3. Click the Save File link t save the selected file. 4. This displays the selected image. 5. Click the Update link. Selecting a Previusly Upladed Image 1. At File, select the required pht frm the drp-dwn list. This displays the image t the right f this field.

9 Remving Images frm Prfile 1. At File, select <Nne Specified>. Managing yur User Credentials Hw t manage yur user credentials including yur names and address. Nte: Yur user name cannt be changed. Mandatry fields are indicated by the Required buttn. 1. Lgin t the site. 2. Click n yur [Display Name] link (typically lcated in the tp right crner f the site). 3. Click the Edit Prfile link. This displays the Manage Prfile page. 4. Update any f these User Credentials: a. In the First Name text bx, edit yur first name. b. In the Last Name text bx, edit yur last name. c. In the Display Name text bx, edit the name yu want t be displayed t ther site members. d. In the Address text bx, edit yur address. 5. Click the Update link.

10 Managing yur User Credentials Managing yur User Prfile Hw t manage all yur persnal user details including yur name, cntact details, bigraphy, pht, time zne and preferred lcale. The fields used in this example are typical fr a US based site, hwever sites in ther cuntries will typically use lcal names fr address fields, etc. Yu can als set the visibility f each field. Public sets a field as visible t anyne wh is able t view yur user prfile, Members Only sets a field as visible t authenticated site members, Admin Only sets a field as visible t Administratrs nly. Mandatry fields are indicated by the Required buttn. 1. Lgin t the site. 2. Click n yur [Display Name] link (typically lcated in the tp right crner f the site). 3. Click the Edit Prfile link. 4. Click the Manage Prfile link. 5. Cmplete r edit any f the fllwing fields and select the Visibility f each field: a. In the Prefix text bx, enter a prefix fr the name. E.g. Mrs b. In the First Name text bx, enter the first name. E.g. Elizabeth c. In the Middle Name text bx, enter the first name. E.g. Angela d. In the Last Name text bx, enter the first name. E.g. Smith e. In the Suffix text bx, enter a suffix fr the name. E.g. MD f. In the Unit text bx, enter a unit number. E.g. Flat 2

11 g. In the Street text bx, enter the street address. E.g. 101 Blackburn Rad h. In the City text bx, enter the city. E.g. New Yrk i. In the Regin text bx, enter/select the regin. E.g. New Yrk j. At Cuntry, select a cuntry frm the drp-dwn bx. k. In the Pstal Cde text bx, enter/select the pstal cde. E.g l. In the Telephne text bx, enter yur telephne number. m. In the Cell/Mbile text bx, enter yur mbile number. n. In the Fax text bx, enter yur facsimile number.. In the Website text bx, enter yur web site URL. E.g. p. In the IM text bx, enter yu instant messenger id. E.g. q. At Pht, select, uplad r remve a pht r image fr yur prfile. See "Managing yur Prfile Pht" r. In the Bigraphy Editr, enter a bigraphy. s. At Time Zne, select a time zne frm the drp-dwn bx. t. At Preferred Lcale, select the name f yur lcale frm the drp-dwn bx. i. Select ne f these ptins: 6. Click the Update link. Display English Name, select t display yur lcale in English. E.g. Italy. Display Native Name: Select t display the native spelling f yur lcale. E.g. Italia. Subscribing t Member Services NOTE: This feature is currently unavailable Cnfiguring Yur Web Site Overview f the Admin Tls NOTE: The Admin page and its child pages are displayed ONLY t Administratrs.

12 Abut the Site Settings Page The Site Settings page enables Administratrs t cnfigure basic and advanced site settings. Setting the site title Hw t set the site title which is displayed in the title bar f the Web brwser. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin.

13 3. In the Title text bx, enter a title fr the site. 4. Click the Update link. The Site Title Setting the site descriptin Hw t set the descriptin used by search engines t index this site. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin. 3. In the Descriptin text bx, enter a descriptin fr this site. 4. Click the Update link. Adding the site keywrds Hw t add keywrds that are used by search engines t index this site. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin. 3. In the Keywrds text bx, enter ne r mre keywrds that are cmmn and unique t yur site, separated by cmmas. E.g. pets,pet prducts,pet beds,dg fd,dg beds.

14 4. Click the Update link. Displaying the default site Cpyright Hw t set the cpyright ntice fr the site t autmatically display the current year and the site title. NOTE: If the title f yur site is My Web site, leave the field blank t display Cpyright (c) 2011 My Web site. If the Title field is blank, the cpyright ntice will instead display the text Cpyright (c) Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin. 3. In the Cpyright text bx, leave the field blank. 4. Click the Update link. Creating a unique Cpyright 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin. 3. In the Cpyright text bx, enter yur unique cpyright text. 4. Click the Update link. Marketing Submitting yur Site t Search Engines

15 Hw t submit the site t ne r mre search engines fr indexing. This will add the site t the search engine's list f sites t be indexed. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin and ensure the Title, Descriptin and Keywrds fields are cmplete. 3. G t the Basic Settings - Marketing sectin. 4. At Search Engine, select either the Ggle, Yah r Micrsft search engines. 5. Click the Submit link. 6. Repeat Steps 4-5 t submit yur site t ne r bth f the ther search engines. Tip: Administratrs can als add a title, descriptin and keywrds t each site page. The quality f this infrmatin will affect yur ranking n search engines, therefre it is recmmended that these fields are cmpleted fr all pages befre submitting the site. Submitting yur Site Map URL t Ggle Hw t submit a site map URL f yur site t Ggle fr imprved search ptimizatin. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings - Site Details sectin and ensure the Title, Descriptin and Keywrds fields are cmplete. 3. G t the Basic Settings - Site Marketing sectin. 4. At Site Map URL, click the Submit link. This pens the Ggle Webmaster Tls web page in a new Web brwser. 5. On Ggle Webmaster Tls: a. If yu d nt have a Ggle Accunt, sign up fr ne. b. Sign in t Ggle Webmaster Tls with yur Ggle accunt. c. G t the Dashbard. d. In the Add Site text bx, enter the URL f yur site. E.g. e. Click the OK buttn t cnfirm. f. Click the Verify link.

16 g. Select Uplad an HTML file. This will display a unique file name. Cpy this name. 6. Return t yur Site Settings page: a. In the Verificatin text bx, enter the file name. b. Click the Create link. 7. Return t Ggle Webmaster Tls: a. Click the Verified buttn. b. On the Ggle Sitemaps tab, select Add General Web Sitemap. c. Cpy and paste the URL displayed int the Site Map URL text bx n yur Site Setting page. Submitting yur Site Map URL t Ggle Setting Yur Site Lg The site lg is generally displayed in the tp sectin f yur web site. Size f the lg is ttally dependent upn the skin design being used s yu shuld check with us fr crrect dimensins befre uplading a new lg. 1. Navigate t Admin > Site Settings. 2. G t the Basic Settings sectin. 3. Maximize the Appearance sectin. 4. At Lg, select an existing image file - OR - Uplad a new image file. 5. Click the Update link.

17 Setting the Favrites Icn Hw t set the favicn fr yur site. A favicn (shrt fr favrites icn) is an icn file, mst cmmnly 16x16 pixels, assciated with a particular web site. Brwsers that supprt favicns typically display a site's favicn in the brwser's address bar and next t the site's name in a list f bkmarks. Brwsers that supprt a tabbed dcument interface typically shw a site's favicn next t the site's title n the tab, and site-specific brwsers use the favicn as desktp icn. The favicn is an imprtant aspect f a site's brand. NOTE: the icn MUST be an.ic file frmat! 1. Navigate t Admin > Site Settings. 2. G t Basic Settings and Maximize the Appearance sectin. 3. At Favicn.ic, select frm these ptins: 4. T select an existing file: Select the Flder where the file resides and then selecting the required file frm the File drp dwn list. 5. T uplad a new file: Click the Uplad File link and then click the Brwse... buttn and select the file frm yur cmputer. Click the Save File link. The upladed file will be selected autmatically. Yu can create yur favicn fr free here: (r any ther free icn creatr site that yu may find) INSTRUCTIONS (fr 1. Click n Imprt Image 2. Select yur image and uplad it 3. Dwnlad it (belw the Preview sectin) 4. Be sure that it is named favicn.ic 5. Uplad it (see step 5 directly abve) Nw access yur site in a brwser t see yur fav icn (nte: Internet Explrer can be a bit stubbrn due t caching, yu will mst likely have t clear yur brwser's cache and/r refresh several times befre it displays t yu. In ther brwsers, such as Firefx r Chrme, it usually appears immediately)

18 TIP: best practice is t use an image that is in the shape f a square. The favicn creatr at the abve link allws yu t chse frm 2 ptins, usually selecting 'Keep Dimensins' prvides best results but depending upn the shape f yur image, the secnd ptin may be better in yur case. Experiment with it t see which type gives yu the best results. Managing Yur Web Pages This sectin prvides infrmatin n viewing, adding and managing pages. Viewing Any Page Hw t view any page within a site, including thse which are nt included in the menu. Optin One: If the page is visible (included) in the menu, then navigate t the page using the site navigatin menu. Optin Tw: If the page is hidden (nt included in the menu), yu can create a link t the hidden page using a mdule t access it. NOTE: Administratrs can view all hidden pages in the Admin >Pages sectin. Adding A New Page Hw t add a new page t yur site using the Cntrl Panel. View f the Cntrl Panel (abve image), lcated at the tp f each web page within yur site viewable nly by Administratrs and any users with Edit Page permissins. Else the view is limited t View/Edit mde (belw image) 1. Click n the HOME page link in the navigatin menu. 2. On the Cntrl Panel, click n the Add buttn. 3. Yu will nw be redirected t the Page Details sectin. 4. In the Page Name text bx, enter a name fr the page. This is the name which appears in the menu. Nte: the Page Name can be changed at any time after its creatin 5. In the Page Title text bx, enter a shrt, descriptive sentence summarizing the page cntent. The title is used by search engines t identify the infrmatin cntained n the

19 page. It is recmmended that the title cntains at least 5 highly descriptive wrds and des nt exceed 200 characters. 6. In the Descriptin text bx, enter a descriptin f the page cntent. The descriptin is used by search engines t identify the infrmatin cntained n the page. It is recmmended that the descriptin cntains at least 5 wrds and des nt exceed 1000 characters. 7. In the Keywrds text bx, enter key wrds fr this page separated by cmma. 8. At Parent Page, select <Nne Specified> t set this page as a parent page - OR if it will be a child page, select the intended parent page frm the drp-dwn bx. 8a. At Insert Page, select frm these ptins t chse the lcatin f the new page in the menu: Select a page frm the drp-dwn bx and then select t add the new page either Befre r After that page in the menu n the current level. Select Add t End t add the new page t the end f the menu n the current level. 9. At Include In Menu?, check the check bx t include this page in the navigatin menu- OR - Uncheck the check bx t hide the page. If a page is nt included in the menu (hidden), yu can still link t it based n its page URL. 10. Access the Permissins sectin. IMPORTANT! If yu give EDIT PAGE permissins t any rle ther than the Administratrs rle, the users in that rle will be able t add, mdify r delete the page, as well as add, mdify r delete mdules n the page. It is best practice t apply editing permissins at the Mdule level, nt the Page level. 11. OPTIONAL. Cpy Page (this functin is nly available at time f new page creatin) a. At Cpy Frm Page, select the page t be cpied. b. At Specify Mdules, cmplete the fllwing steps fr each mdule:

20 c. T cpy a mdule: i. In the mdule title text bx, enter a new mdule title if required. ii. Select ne f the fllwing ptins: d. T NOT cpy a mdule: 1. New: This will add the mdule withut any cntent. 2. Cpy: This will add the mdule with an independent cpy f the mdule cntent. Mdifying cpied cntent desn't update the cntent f the riginal mdule. Nte: This ptin will be disabled fr mdules which dn't have cntent which can be cpied such as the Feedback and Accunt Lgin mdules. 3. Reference: This will add the mdule with a referenced versin f the cpied cntent. Mdifying referenced cntent updates bth cpies f the mdule. i. Uncheck the check bx beside any mdule yu d NOT want cpy. 12. Access the Advanced Settings sectin. 13. In the Appearance sectin, cmplete any f the fllwing ptinal settings: a. At Page Skin, select a skin frm the drp dwn list. If <Nne Specified> is selected, the default Web site Skin is used. b. At Page Cntainer, select a cntainer frm the drp dwn list. If < Nne Specified > is selected, the default Web site Cntainer is used. c. At Disabled, select frm these ptins: Check the check bx if the page will nt cntain any cntent, but rather serve as a placehlder. i.e. When yu click n the page name in the menu nthing happens. This ptin is typically selected fr a parent page t prvide a way fr users t navigate t its child pages.

21 Unchecked the check bx fr this page name t be a link t the page. This is the default ptin. 14. In the Other Settings, the fllwing OPTIONAL settings are available: a. At Secure? check the check bx t frce this page t use a secure cnnectin r secure scket layer (SSL). This ptin requires the Hsting Administratr t cnfigure the SSL Settings n the Admin > Site Settings page. b. At Site Map Pririty, enter the desired pririty (between 0 and 1.0). This helps determine hw this page is ranked in Ggle with respect t ther pages n yur site (0.5 is the default). c. At Start Date, click the Calendar link and select the first date the page is viewable. Bug: A knwn bug prevents Administratrs frm viewing a page with a start date befre it ges live. As a wrkarund, cnsider setting the start date after adding cntent t the page. d. At End Date, click the Calendar link and select the last date the page is viewable. Nte: Expired pages can be viewed by Administratrs via the Admin > Pages page. e. At Link URL, t set this page t be a navigatin link t anther resurce, select r add the Link here. 15. Click the Update link. Mving A Page Hw t mve a page t a new lcatin n the site menu. NOTE: d nt attempt t mve the HOME page frm its current lcatin! 1. G t the required page. 2. Maximize the Cntrl Panel. 3. Select the Settings buttn. 4. G t the Page Details sectin. 5. At the Parent Page drp-dwn, select a new parent page, r select <Nne Specified> t change this page t be a parent page (if currently a child page). 6. Click the Update link

22 Cpying a Page See step #14 abve in the Add A New Page sectin Deleting a Page Hw t delete a page frm a site. NOTE: the Hme page cannt be deleted. The last visible page can als nt be deleted. Tip: Deleted pages (and Mdules) are stred in the Recycle Bin where they can be restred r permanently deleted by Administratrs. 1. G t the required page. 2. Maximize the Cntrl Panel. 4. Select the Delete buttn. 5. This displays the message "Are yu sure yu want t delete this page?" 6. Click the OK buttn t cnfirm Edit an existing Page 1. G t the required page. 2. Maximize the Cntrl Panel. 3. Select the Settings buttn. 4. G t the Page Details sectin. 5. Edit any page settings as necessary. 6. Click the Update link Abut Page Permissins Hw t set access t view, edit and manage pages and page cntent setting permissins by rles and/r usernames. This tutrial prvides an verview f the different page permissins available. Fr full details See "Setting Page Permissins" belw.

23 View Page: View permissins enable rle users t view the page. The All Users rle represents everyne (general public), and this rle is usually nt checked until a page is cmplete and ready fr viewing. Edit Page: Edit permissins give users full administrative rights fr the page. Tip: if user will nt be an Administratr it is best practice t set the edit permissins at the mdule level, nt the page level. Setting Page Permissins Hw t set page permissins by rles and/r username. Nte: Access t view and set page permissins are nly available t Administratrs and any users that Administratrs specify t have Edit permissins fr the page. It is best practice t keep Administratrs as the ONLY users with Page Edit permissins. 1. G t the required page. 2. Maximize the Cntrl Panel. 3. Select the Edit buttn. 4. G t the Permissins sectin. 5. In the View Page clumn, click n the check bx beside a user rle (r user) repeatedly until the crrect permissin is displayed. Permissin Granted: Permissin t view the page is granted. Permissin Denied: Permissin t view the page is denied. Nt Specified: Permissins are nt specified. Users cannt view the page unless they belng t anther rle/username which has been granted permissin, r are granted Edit Page permissins. 6. In the Edit Page clumn, select frm these ptins: Permissin Granted: Users with Edit Page permissins have full administrative rights fr the page. Tip: It is best practice t keep Administratrs as the ONLY users with Edit Page permissins.

24 Permissin Denied: Permissin t edit the page is denied. Nt Specified: Permissins are nt specified. 7. OPTIONAL. Define an existing Username (a registered user f yur site). This may be useful when yu nly want ne (r mre) certain individuals t have view/edit access and nt the entire list f users in a particular rle. Click n the ADD buttn after entering a Username. 8. Click the Update link Managing Yur Security Rles Abut the Security Rles Mdule The Security Rles mdule enables the creatin and management f security rles and security rle grups. It als permits Administratrs t manage users within rles. Default Security Rles The Security Rles mdule has three (3) default Security Rles: Administratrs, Registered Users and Subscribers. Administratrs: fr Wyse Slutins persnnel nly.

25 Registered Users: Everyne wh is a registered user f this site is a member f this rle. Members f this rle can manage their User Prfile and may be granted rights t view pages and mdules which are nly displayed t lgged in users. Registered user accunts can be set as either Authrized r Unauthrized. If an accunt is Unauthrized, then the user cannt access pages/mdules which are restricted t this rle. This rle cannt be deleted r mdified. Administratr: Members f this rle have full access t manage the site. This includes access t add, delete and edit all pages and mdules n the site. Members f this rle als have access t the Admin pages, which enable users t access all f the Site Administratin mdules. IMPORTANT! This rle shuld nt be deleted r mdified! Security Rle Grups The fllwing terms are used thrughut the web site. They refer t grups f users as well as their status. All Users: All Users refers t all site visitrs regardless f whether they are lgged in r registered n the site. This term is used n page and mdule setting pages t enable them t be set as accessible t all users. This term is nt used n the Security Rles mdule. Authenticated Users: An authenticated user is a registered user wh is lgged int the site. Unauthenticated Users: An unauthenticated user is a site visitr wh isn't lgged int the site. This term is used n page settings and mdule setting pages, but nt n the Security Rles mdule. A typical applicatin fr this user grup wuld be t set a page r mdule as viewable t Unauthenticated Users, but nt t All Users. Then when a user lgs int the site the page r mdule wuld n lnger be displayed. This culd be used fr infrmatin abut jining the site which isn't relevant t users wh are already registered. Abut Security Rle Settings Security Rles can be cnfigured in a number f ways t change the way users can access rles. The fllwing ptins are available. Public Rle: Rles set as public enable all registered users t be able t subscribe r unsubscribe t the rle. Public Rles are managed by authenticated users under Membership Services n the User Accunt mdule. Private Rle: When a rle is nt set as public, it is a private rle. Only Administratrs have access t manage user access t these rles, unless the rle includes an RSVP Cde. NOT AVAILABLE RSVP Cde: When a rle includes an RSVP cde, users can subscribe t the rle by entering the cde int a text bx under Manage Services n their prfile. This prvides a quick way t subscribe and als enables subscriptins t be limited t thse with the cde if the rle is set as Private.

26 NOT AVAILABLE RSVP Link: The RSVP link setting autmatically adds a user t that rle when they g t the RSVP link. This prvides a very easy way f subscribing t a rle. Aut Assignment: All registered users are autmatically added t these rles upn registratin. If the rle is als set as Public, users can unsubscribe and unsubscribe t it. If the rle is set as Private, nly Administratrs can manage user access. Adding a Security Rle (Basic Settings) 1. Select Add New Rle frm the mdule menu. 2. In the Basic Settings sectin cmplete the fllwing fields: a. In the Rle Name text bx, enter a name fr the Security Rle. b. In the Descriptin text bx, enter a brief descriptin f the Security Rle. c. OPTIONAL. At Rle Grup, select a grup fr this rle if desired. Nte: One r mre rle grups must already be created t set this field. Yu can als assciate a rle with a rle grup at a later time. d. At Public Rle?, select ne f the fllwing ptins: Check the check bx if all users are able t view details f this rle and subscribe t this rle. Users can subscribe t r unsubscribe frm these rles when they manage their prfile. Uncheck the check bx if the rle is Private. Only Administratrs can add a user t a private rle. e. At Aut Assignment?, chse frm the fllwing ptins: Check the check bx if users are autmatically assigned t this rle. Uncheck the check bx if users must be manually added t the rle. 4. Click the Update link. NOTE: Advanced Settings are nt applicable t yur site

27 EXAMPLE OF A TYPICAL ROLE THAT YOU MAY WANT TO CREATE: Mdule Editr Editing a Security Rle Hw t edit the settings and details f a security rle. 1. If the required rle is nt displayed, at Filter By Rle Grup select the [Rle Grup Name] assciated with the rle, r select <All Rles>. 2. Click the Edit buttn beside the rle t be edited. 3. Edit the settings as required. 4. Click the Update link. Deleting a Security Rle Hw t permanently delete a security rle frm the Security Rles mdule. This will als delete the infrmatin f which users were members f this rle. 1. If the required rle is nt displayed, at Filter By Rle Grup select the [Rle Grup Name] assciated with the rle, r select < All Rles >. 2. Click the Edit buttn beside the rle t be deleted. 3. Click the Delete link. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 4. Click the OK buttn t cnfirm. Adding a Rle Grup Hw t add a rle grup t a Security Rle. Rle Grups enable yu t grup multiple rles tgether, making them easier t manage. E.g. A Rle Grup called Staff culd have the fllwing Security Rles assciated with it: All Staff, Telemarketing, Marketing, Sales, Infrmatin Technlgy, etc. Rles can be filtered by Rle Grup, which is useful n sites with lts f rles. Once a rle grup has been added, ne r mre security rles can be added t the rle grup.

28 1. Select Add New Rle Grup frm the mdule menu - OR - Click the Add New Rle Grup link. 2. In the Grup Name text bx, enter a name fr the Security Rle Grup. E.g. Staff 3. In the Descriptin text bx, enter a brief descriptin f the Security Rle Grup. 4. Click the Update link. Editing a Rle Grup Hw t edit a security rle grup. 1. At Filter By Rle Grup, select the rle grup frm the drp-dwn bx. This displays the Edit buttn beside this field. 2. Click the Edit buttn. This pens the Edit Rle Grup page. 3. In the Grup Name text bx, edit the name f the rle grup. 4. In the Descriptin text bx, edit the rle grup descriptin. 5. Click the Update link. Deleting a Rle Grup Hw t delete a rle grup. Tip: Yu must first remve all rles belnging t that rle grup. This can be achieved by editing each rle assciated with the Rle Grup and either changing the assciated rle grup - OR - disassciating the rle grup frm all rles. E.g. selecting <Glbal Rles>. If a rle grup has assciated rles, the delete ptin will nt be displayed. 1. At Filter By Rle Grup, select the rle grup frm the drp-dwn bx. 2. Click the Delete buttn. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 3. Click the OK buttn t cnfirm. Adding a User t a Security Rle Hw t add a user t a security rle. Once a user is added t a new rle they will immediately gain access t any mdules r pages restricted t the members f the selected rle. The user may need t refresh their Web brwser t view additinal areas f access.

29 1. Click the Manage Users buttn beside the required rle. 2. At User Name, select r enter a user name. 3. OPTIONAL. At Effective Date, click the Calendar buttn and select the first date the user can access this rle. Where n date is selected access will be immediately granted. 4. OPTIONAL. At Expiry Date, click the Calendar buttn and select the last date the user can access this rle. Where n date is selected access will nt expire. 5. OPTIONAL. At Send Ntificatin?, select frm the fllwing ptins: Check the check bx t send a ntificatin t the user. This ptin is ticked by default. Uncheck the check bx t add the user t a rle withut sending them ntificatin. 7. Click the Add User t Rle link. The name f the user will be added t the list f users assciated with this rle. 7. Repeat Steps 3-7 t add new users. 8. Click the Cancel link t return. Deleting a User frm a Security Rle Hw t delete a user frm a security rle. Users will immediately be denied access t any mdules r pages which are restricted t members f the selected rles. 1. If the required rle is nt displayed, at Filter By Rle Grup select the [Rle Grup Name] assciated with the rle - OR - Select <All Rles>. 2. Click the Manage Users buttn beside the required rle. This pens the Manage Users In Rle page fr the selected rle.

30 3. Lcate the user and click the Delete buttn lcated t the left f their name. This displays the message "Are yu sure yu want t remve [username] frm the [rle name] rle?" 4. Click the OK buttn t cnfirm. User Accunts Abut the User Accunts Mdule The User Accunts mdule enables the creatin and management f registered user's accunt, as well as assignment f security rles. The fields displayed n the mdule can be set, as well as the way user accunts are handled. Adding a User Accunt Hw t add new user accunt t the site using the User Accunts mdule. 1. Select Add New User frm the User Accunts mdule menu - OR - Click the Add New User link. This pens the Add New User page. 2. In the User Name text bx, enter a user name. The user name can never be changed. Nte: Usernames are unique; a new user cannt be added with an existing Username. If yu attempt t save a user accunt using an existing username this displays the message: "A User Already Exists Fr the Username Specified. Please Register Again Using A Different Username." 3. In the First Name text bx, enter the persn's first name. 4. In the Last Name text bx, enter the persn's last name. 5. In the Display Name text bx, enter the name t be displayed t ther site members. Nte: This field may nt be displayed.

31 6. In the Address text bx, enter a valid address. 7. At Authrize, select frm the fllwing ptins: Check the check bx if the user is authrized t access the site. This will autmatically prvide access t the Registered User rle and any rles set fr Aut Assignment. This is the default setting. Generally a Registered User can nly lgin t the site and access pages/mdules assigned fr viewing t the Registered User rle. Uncheck the check bx if the new user is nt yet authrized t access the site. The Administratr is required t authrize this accunt at a later date. 8. At Ntify, select frm the fllwing ptins: Check the check bx t send a ntificatin t the user's address. This is the default setting. Uncheck the check bx if yu dn't wish t send ntificatin. If the accunt is nt authrized, yu may like t send the ntificatin at a later time. 9. T create the user's passwrd, select frm these ptins: T generate a randm passwrd, check the Randm Passwrd check bx. T create a passwrd manually: a. Uncheck the Randm Passwrd check bx. b. In the Passwrd text bx, enter a passwrd. c. In the Cnfirm Passwrd text bx, re-enter the same passwrd. 10. Click the Add New User link.

32 Editing a User Accunt Hw t edit the details f a user's accunt using the User Accunts mdule. NOTE: The user name field cannt be edited. 1. Find the user t be edited using a filter r by searching. 2. Click the Edit buttn beside their recrd. This pens the Edit User Accunts - Manage User Credentials page. 3. Edit ne r mre fields as required. Editable fields are the user's first name, last name, display name and address. 4. Click the Update link. Tip: Additinal ptins are als available n the Manage Prfile Prperties page. Unauthrize an Authrized User Hw t unauthrize a user accunt using the User Accunts mdule. Unauthrized users will be unable t lgin t the site r thereby remving their access t all rle restricted areas. 1. Find the user t be unauthrized using a filter r by searching. 2. Click the Edit buttn beside their recrd. This pens the Edit User Accunts - Manage User Credentials page. 3. Click the UnAuthrize User link. Authrizing an Unauthrized User Hw t authrize an unauthrized user accunt. 1. Click the Unauthrized link t display nly unauthrized accunts and find the required accunt. 2. Click the Edit buttn beside their recrd. 3. Click the Authrize User link. 4. This display the message " User Successfully Authrized" at the tp f the Edit User Accunts mdule. The Authrized check bx is nw checked.

33 Deleting a User Accunt Hw t permanently delete a user accunt frm a site using the User Accunts mdule. Tip: If yu dn't want t permanently delete the user, yu can unauthrize their accunt instead. 1. Find the user t be deleted using a filter r by searching. 2. Click the Delete buttn beside their recrd. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 3. Click the OK buttn t cnfirm. Deleting all Unauthrized User Accunts Hw t permanently delete all unauthrized user accunts using the User Accunts mdule. 1. OPTIONAL. Click the Unauthrized link t view a list f unauthrized users befre deleting them. 2. Select Delete Unauthrized Users frm the mdule menu - OR - Click the Delete Unauthrized Users link. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 3. Click the OK buttn t cnfirm deletin. Adding a User t a Security Rle Hw t add a user t a Security Rle using the User Accunts mdule. 1. Find the required user by using a filter r by perfrming a search. 2. Click the Manage Rles buttn beside the required user accunt. 3. At Security Rle, select the rle this user is t be added t. 4. OPTIONAL. At Effective Date, click the Calendar link and select the first date the user can access this rle. If n date is selected then access t this rle is immediately granted. 5. OPTIONAL. At Expiry Date, click the Calendar link and select the last date the user can access this rle. If n date is selected then access t this rle will nt expire. 6. At Send Ntificatin?, select frm the fllwing ptins: Check the check bx t send a ntificatin t the user infrming them f their new rle access. This is the default setting.

34 Uncheck the check bx t add the user t the rle withut ntifying them. 7. Click the Add User t Rle link. 8. Repeat Steps 3-7 t add this user t additinal rles. 9. Click the Cancel link t return. Deleting a User frm a Security Rle Hw t delete a user frm a security rle using the User Accunts mdule. 1. Lcate the required user using a filter r by perfrming a search. 2. Click the Manage Rles buttn beside the required user accunt. 3. At Send Ntificatin?, select frm the fllwing ptins: Check the check bx t send a ntificatin t the user infrming them that they have been remved frm the rle. This is the default setting. Uncheck the check bx t delete rle access withut sending a ntificatin Click the Delete buttn beside the rle the user is t be deleted frm. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 5. Click OK t cnfirm deletin. 6. Repeat Steps 4-5 t delete this user frm additinal rles. Frcing a Passwrd Change Hw t frce a user t change their passwrd next time they lgin t the site using the User Accunts mdule. 1. Find the required user using a filter r by searching. 2. Click the Edit buttn beside their user accunt. 3. Click the Frce Passwrd Change link. This remves the Frce Passwrd Change link; checks the Update Passwrd check bx; and displays the message "User must update passwrd n next lgin". Managing a User Prfile Hw t manage all fields f a user's prfile using the User Accunts mdule. Editable fields include address infrmatin, cntact infrmatin, bigraphy, time zne and preferred lcale. 1. Find the user accunt t be edited using a filter r by searching.

35 2. Click the Edit buttn beside their user accunt. 3. Click the Manage Prfile link. 4. Edit any fields as required. 5. Click the Update link. Managing a User's Passwrd Hw t change r reset a user's passwrd as well as view details regarding the user's current passwrd settings using the User Accunts mdule. 1. Find the user t be edited using a filter r by searching. 2. Click the Edit buttn beside the required user accunt. 3. Click the Manage Passwrd link. 4. The fllwing details regarding the user's passwrd are displayed: Passwrd Last Changed: Displays the date the passwrd was last changed. Passwrd Expires: Displays the date the passwrd will expire, if any. 5. T change the passwrd, perfrm the fllwing in the Change Passwrd sectin: a. In the New Passwrd text bx, enter a new passwrd. b. In the Cnfirm Passwrd text bx, re-enter the new passwrd. 7. T reset the passwrd, perfrm the fllwing in the Reset Passwrd sectin: a. Click the Reset Passwrd link. This generates a randm passwrd which is sent t the user's address. 8. Click the Cancel link t return. Managing User Accunt Settings Hw t view and manage the settings applied t the User Accunts mdule. This task can be perfrmed using either the User Accunts r Security Rles mdule. 1. Select User Settings frm the User Accunts r the Security Rles mdule menu - OR - Click the User Settings link. 2. G t the User Accunt Settings sectin. 3. Fr each f the belw fields, set each clumn as visible (True) r hidden (False) n the User Accunt page: a. Shw Address Clumn. This clumn is set as visible (True) by default.

36 b. Shw Authrized Clumn. This clumn is set as visible (True) by default. c. Shw Created Date Clumn. This clumn is set as visible (True) by default. d. Shw Name Clumn. This clumn is set as visible (True) by default. e. Shw Clumn. This clumn is set as hidden (False) by default. f. Shw First Name Clumn. This clumn is set as hidden (False) by default. g. Shw Last Lgin Clumn. This clumn is set as hidden (False) by default. h. Shw Last Name Clumn. This clumn is set as hidden (False) by default. i. Shw Telephne Clumn. This clumn is set as visible (True) by default. 4. At Default Display Mde, select ne f the fllwing ptins t set the way the User Accunts page is displayed: All: All user accunts are displayed n the User Accunts mdule by default. First Letter: All user accunts fr the first letter f the alphabet are displayed by default. Nne: N user accunts are displayed n the User Accunts mdule by default. 5. At Disable Results Paging, select frm these ptins: True: Select t hide the page in the user accunts grid if nly ne page f recrds exists. False: Select t display results paging regardless f the number f results. 6. At Default Prfile Visibility Mde, select ne f the fllwing ptins t set the default visibility f user prfiles: All Users: All users can view prfiles by default. Members Only: Only registered users can view prfiles by default. Admin Only: Only Administratrs can view prfiles by default. 7. At Display Prfile Visibility, select True t enable a user t verride the Default Prfile Visibility Mde as set at Step 6 - OR - Select False t remve this ptin. 8. At Display Manage Services, select True t display the Manage Services sectin in the Users prfile - OR - Select False t hide it. This ptin is set as True by default. 9. In the Users per Page text bx, enter the number f users t be displayed n each page. The default setting is In the Display Name Frmat text bx, enter tkens t set the frmat f the users display name. Setting this ptin will remve the user s ability t edit their display name. Available tkens include [FIRSTNAME], [LASTNAME], [USERNAME].

37 11. In the Address Validatin text bx, mdify the prvided Validatin Expressin. 12. At Users display mde in Manage Rles, select ne f the fllwing display ptins fr the User Name field n the Manage Rles page: Cmb Bx: User names are displayed in a drp dwn selectin bx. This is the default setting. Nte: The Cmb Bx always displays using the user's display mde in Manage Rles field regardless f which ptin is set. Text Bx: Displays a text bx in which t enter a user name. 13. Click the Update link. Setting the Lgin and Lgut Optins Hw t set the lgin and lgut ptins fr yur site. This task can be perfrmed using either the User Accunts r Security Rles mdule. 1. Select User Settings frm the User Accunts r Security Rles mdule menu - OR - Click the User Settings link. 2. G t the User Accunts Settings sectin and set any f the fllwing ptins: a. At Redirect After Lgin, select a page t redirect users t when they lgin t the site. T disable redirectin chse the 'blank' ptin at the tp f the pages list. b. At Redirect After Lgut, select a page t redirect users t when they lgut f the site. T disable redirectin after lgin chse the 'blank' ptin at the tp f the pages list. NOT AVAILABLE: Redirect After Registratin c. NOT AVAILABLE At Use CAPTCHA Fr Assciating Lgins, select frm these ptins: Select True t use the CAPTCHA security cde with authenticatin methds (e.g. LiveID, OpenID) ther than the default authenticatin methd. Select False t nly use CAPTCHA n the default authenticatin methd. d. At Require a Valid Prfile fr Lgin, select frm these ptins: 3. Click the Update link. True: Select t require users t update their prfile during lgin if their prfile n lnger meets the requirements fr a valid prfile. E.g. If the required fields fr a valid prfile have changed since the user last lgged in. False: Select if a valid prfile is nw required t lgin. This is the default setting.

38 Prfile Prperties Managing Prfile Prperties Hw t set the prperties f the fields in the user prfile using the User Accunts mdule. 1. Select Manage Prfile Prperties frm the User Accunts mdule menu - OR - Click the Manage Prfile Prperties link. This displays the Manage Prfile Prperties page where yu can perfrm any f the fllwing management tasks. Rerdering Fields Click the Dwn buttn t mve a field dwn ne psitin n the prfile page, and then click the Apply Changes link. Click the Up buttn t mve a field up ne psitin n the prfile page, and then click the Apply Changes link. Setting Fields as Required r Optinal 1. At Required, select ne r the fllwing ptins: Click n the check bx lcated at the tp f this clumn t set all fields at the same time as fllws: Check the check bx t set all fields as required. Uncheck the check bx t set all fields as ptinal. Check the check bx beside a field t set it as mandatry n the User's Prfile page. The user will be prmpted t update this field when they edit their prfile. Nte: The field will nly be required at Registratin if set under User Settings. See "Setting Registratin Optins" Uncheck the check bx beside a field t set it as ptinal. 2. Click the Apply Changes link. Setting Field Visibility 1. At Visible, select frm the fllwing ptins t set the visibility f fields n the Manage Prfile page: Click n the check bx lcated at the tp f this clumn t set all fields at the same time as fllws: Check the check bx t set all fields are visible in the User Prfile. Uncheck the check bx t set all fields as nt visible in the User Prfile.

39 Check the check bx beside a field t set it as visible. Uncheck the check bx beside a field t set it as nt visible. 2. Click the Apply Changes link. Refreshing the Prfile Prperties Grid 1. Click the Refresh link lcated at the base f the mdule. This refreshes the grid with any recent updates. Adding a Prfile Prperty Hw t add a new prperty (field) t the user prfile using the User Accunts mdule. 1. Select Manage Prfile Prperties frm the mdule menu - OR - Click the Manage Prfile Prperties link. 2. Select Add New Prfile Prperty frm the Manage Prfile Prperties menu - OR - Click the Add New Prfile Prperty link. This pens the Add Prfile Prperty Definitin wizard. 3. On the Add New Prperty Details page cmplete the fllwing: a. In the Prperty Name text bx, enter a name fr this prperty as it will appear n the Manage Prfile page. b. At Data Type, select a data type frm the fllwing ptins: TrueFalse, Date, DateTime, Cuntry, List, Lcale, Page, Regin, RichText, TimeZne, Integer, Text and Unknwn. c. In the Prperty Categry text bx, enter the categry that this prperty belngs t. This determined where it is displayed in the prfile. Pre-existing categries are: Name, Address, Cntact Inf, Preferences. d. OPTIONAL. In the Length text bx, enter the maximum character length fr this field. This is nly relevant t fields where users enter infrmatin such as Text and RichText data types. e. OPTIONAL. In the Default Value text bx, enter the default value fr this field. f. OPTIONAL. In the Validatin Expressin text bx, enter a regular expressin t validate data entered int this field. g. OPTIONAL. At Required, check the check bx t set the field as required - OR - Uncheck the check bx t set it as ptinal. h. OPTIONAL. At Visible, check the check bx t set the field as visible in the User Accunts mdule - OR - Uncheck the check bx t hide it. i. OPTIONAL. In the View Over text bx, enter the view rder fr this prperty.

40 j. At Default Visibility, select ne f the fllwing ptins t set the default visibility f this prperty: All Users: All users can view this prperty by default. Members Only: Only registered users can view this prperty by default. Admin Only: Only Administratrs can view this prperty by default. k. Click the Next link. This saves this infrmatin and pens the Manage List Entries page. 4. On the Manage List Entries page add the list entries fr this prperty: a. Click the Add Entry link. This displays the Add Entry fields. b. In the Entry Text text bx, enter the text t be displayed fr this entry. c. In the Entry Value text bx, enter the value fr this entry. d. At Enable Srt Order, check the check bx enable srt rder t be mdified - OR - Uncheck the check bx t use the default rder which is the rder in which entries are saved. e. Click the Save link. 5. Repeat Step 4 t add additinal entries. Nte: The Enable Srt Order field is nly displayed when adding the first entry.

41 6. Click the Next link t manage lcalizatin and pens the Manage Lcalizatin page - OR - If lcalizatin isn't required, Skip t Step On the Manage Lcalizatin page, yu can create different text fr different languages. This requires yu t have mre than ne language pack installed. Here's hw t set the lcalized text fr this prperty: a. At Chse Language, chse a language frm the list f languages enabled n this prtal. b. In the Prperty Name text bx, edit the name f this prperty as it is displayed in the prfile. Fr this example I have changed Prefix t Title. c. In the Prperty Help text bx, edit the help fr this prperty. Fr this example I have edited this text. d. In the Required Errr Message text bx, enter the errr message t display fr this field when the prperty is Required but nt present. e. In the Validatin Errr Message text bx, enter the errr message t display fr this field when the prperty fails the Regular Expressin Validatin. f. In the Categry Name text bx, enter the categry name in the selected language. g. Click the Save Lcalized Text link. 8. OPTIONAL. Repeat Step 7 t set lcalized text fr ther languages. 9. Click the Return t Prfile Prperties List link t return t the Manage Prfile Prperties page where the new prperty is listed.

42 10. OPTIONAL. Mve the prperty t the required psitin by clicking the Dwn buttn repeatedly, and then click the Apply Changes link. prperty displayed n the Manage Prfile page The new

43 Deleting a Prfile Prperty Hw t delete a user prfile prperty (field) using the User Accunts mdule. 1. Select Manage Prfile Prperties frm the User Accunts mdule menu - OR - Click the Manage Prfile Prperties link. 2. In the Del clumn, click the Delete buttn beside the prperty t be deleted. This displays the message "Are Yu Sure Yu Wish T Delete This Item?" 3. Click the OK buttn t cnfirm.

44 Newsletters Abut the Newsletters Mdule The Newsletters mdule enables the Administratr t send bulk s t all users belnging t ne r mre security rles and/r t ne r mre ther defined addresses. The mdule sends the newsletter t each recipient separately. Newsletters can be either plain text r HTML frmat, plus files and images can be attached t the . Once an is sent, the Administratr will receive an titled "Bulk Reprt fr [Newsletter Subject]" cntaining the fllwing details: The date and time when the bulk peratin cmmenced Number f Recipients Number f Messages The date and time when the bulk peratin was cmpleted Sending a Basic Newsletter Hw t send a newsletter withut using replacement tkens r persnalizatin. 1. G t the Basic Settings sectin and cmplete these fields: a. At Addressees cmplete ne r bth f these ptins: i. At User Rle(s), check the check bx beside each f the rles t receive the newsletter. Nte that users in multiple rles will nly receive ne cpy f the newsletter. ii. In the Additinal s text bx, enter each f the addresses t receive the newsletter separated by a semi-cln ( ; ). e.g. b. OPTIONAL. In the Frm text bx, enter/mdify the address t be displayed in the Frm field f this newsletter. If yu are lgged in t the site, the address assciated with yur user accunt is displayed here by default. c. OPTIONAL. In the Reply T text bx, enter the reply t address fr the . d. In the Subject text bx, enter a subject title fr the G t the Message sectin and enter the bdy f the newsletter int the Editr. (Select Basic Text Bx t send a plain text - OR - Select Rich Text Bx t send an HTML with frmatting and images). 3. OPTIONAL. Click the Preview link t preview the newsletter. 4. OPTIONAL. Maximize the Advanced Settings sectin t set any f the fllwing ptinal settings: i. At Attachment, select the required attachment.

45 ii. At Replace Tkens?, uncheck the check bx. iii. iv. At Pririty, select the pririty f the (High, Nrmal, r Lw) frm the drp-dwn bx. The default setting is Nrmal. At Send Methd, select BCC: One T Blind Distributin List (Nt Persnalized). v. At Send Actin, select frm the fllwing ptins: i. Synchrnus: s are all sent befre yur page refreshes. This methd is suitable fr small mail uts f apprximately 100 r less. ii. Asynchrnus: This starts a separate thread (user prcess) t send s. This methd is suitable fr large mail uts f apprximately 100 r mre. 5. Click the Send link. This displays either a Successful r Nt Successful message. Fr Synchrnus send actin, the message desn't display until after all s have been sent. Fr Asynchrnus send actin, the message displays nce the send actin has successfully cmmenced. The Bulk Reprt When a bulk is sent using the Newsletters mdule, the Administratr will receive an titled "Bulk Reprt fr [Newsletter Subject]" cntaining the fllwing details: The date and time when the bulk peratin cmmenced Number f Recipients Number f Messages

46 The date and time when the bulk peratin was cmpleted Status Reprt listing any errrs which ccurred List f Recipients

47 File Manager Abut the File Manager Mdule The File Manager Mdule enables the management f files n this site. This mdule allws authrized users t uplad new files, dwnlad files, delete files, and synchrnize the file uplad directry. It als prvides infrmatin n the amunt f disk space used and available. Flders Tlbar: Lcated at the very tp f the File Manager, this tlbar enables the management f flders, as well as file synchrnizatin. The Flders Tlbar includes the fllwing tls: Add Flder Delete Flder Synchrnize Files / Recursive: Files Tlbar: Lcated belw the Flders tlbar, this tlbar enable management f files within the selected flder. The File Tlbar includes the fllwing tls: Refresh Cpy Files Mve Files Uplad Delete Files Filter Flder Explrer: Lcated n the left f the File Manager, the Flder Explrer enables users t navigate t flders using a hierarchical structure.

48 Files Windw: This central windw lists files within the selected flder. Nte: Use the Files Navigatin bar t access files nt displayed. This sectin prvides the fllwing ptins: Rename File Delete File Select All: Click t select all files; r UnSelect All: Click t unselect all files. Select File: Select ne r mre individual files t perfrm any f the abve tasks n the Files Tlbar. Unzip File Files Navigatin Bar: This bar prvides navigatin and file display tls. It displays the Page [Page Number] f [Number f Pages]: enables the user t scrll thrugh files when there are mre items than displayed n ne page. E.g. Page 1 f 5. Flder Infrmatin Bar: This infrmatin bar is lcated belw the Flder Explrer and prvides details related t the File Manager. The fllwing infrmatin is displayed frm left t right: Flder Address Used and Available Space Items Per Page: Select the number f Items (files) displayed in the Files Windw. The default setting is ten (10) and this setting defaults back t ten (10) when the page is refreshed. Other ptins are: 15, 20, 30, 40, and 50. Flder Security Settings: This sectin enables Administratrs t cntrl security rle access t each flder. Three basic levels f permissin are available: Open Files in Flder, Brwse Files in Flder, and Write t Flder.

49 Adding a New Flder Hw t add a new flder t the File Manager mdule. The new flder will inherit the permissins assigned t its parent flder. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder which will be the parent fr the new flder. 3. On the Flders Tlbar, select ne f the fllwing ptins frm the Flders drp-dwn list: Standard - File System: Select this ptin t stre mst f yur files. This is the default ptin. Secure - File System: Select this ptin if yu want t encrypt the file name t prevent direct linking t this file. Secure - Database: Stres files as a byte array in the database rather than in the usual file system.

50 4. In the Flders text bx, enter a name fr the new flder. 5. Click the Add Flder buttn. This displays the new flder in the Flder Explrer. Deleting a Flder Hw t permanently delete empty flders frm the File Manager. Nte: A flder cannt be deleted if it has any child flders, r if it cntains any files. If yu wish t keep files which are lcated within a flder which yu are abut t delete, yu can mve them t anther flder. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder t be deleted. See "Navigating t and Selecting Flders" 3. Click the Delete Flder buttn. This displays the message "Delete Flder: [Flder Lcatin:Flder Name]?" 4. Click the OK buttn t cnfirm deletin. Overview f Flder Security Settings The File Manager mdule enables authrized users t manage access t ne r mre flders within the File Manager by setting Flder Security Settings. Here's a descriptin f the different permissins which can be set: Open Files in Flder: Enables authrized users t view the files within this flder which are displayed r linked t n the site. All Users are granted this permissin by default. Brwse Files in Flder: Enables authrized users t brwse and select the files within this flder. Users are granted permissin t their persnal flder by default. This enables them t manage their prfile image, etc. Write t Flder: Enables authrized users t perfrm all file management tasks fr files within this flder.

51 IMPORTANT! Yu must grant Write permissins t any rles that will be managing mdule cntent within yur web site else the rle user(s) will nt be able t uplad any files r create flders frm mdules which have access t the File Manager. Althugh yur rle users which manage mdule cntent wn t have direct access t the File Manager, varius mdules (such as the HTML mdule shwn belw) allw fr uplading files int it (as well as create new flders). If write access is nt granted t the rle user the Uplad and Add New Flder buttns will be disabled t them. Yu can fine tune the varius permissins t be flder specific. Fr example, yu culd nt allw write access t the Prtal Rt directry, but yet have subflders within it that have write permissins (ther than the default persnal flder fr the user). Users are granted write permissin t their persnal flder by default. Persnal flders are defined by a number (which is the user s actual ID number that is attached t their site user accunt see sample belw).

52 Nte: users can ONLY see their individual flder in the Users directry n ne else s, hwever Administratrs can see all user flders in the Users directry. Assigning Flder Permissins by Rle Hw t assign permissins t manage a flder f the File Manager t users with ne r mre rles. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder t have permissins assigned. The name f the selected flder is displayed in the Flders Infrmatin Bar. 3. G t the Flder Security Settings sectin. The current permissin settings are displayed. 4. OPTIONAL. At Permissins, select < All Rles > frm the Filter By Grup drpdwn bx (if displayed) t view all available rles. 5. Check the check bx in ne r mre clumns t grant permissins t that rle. 6. Click the Update link. Assigning Flder Permissin t a User Hw t assign access t view flders and uplad t flders f the File Manager mdule. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder t have permissins assigned. The name f the selected flder is displayed in the Flders Infrmatin Bar. 3. G t the Flder Security Settings sectin. The current permissin settings are displayed. 4. At Permissins, enter the username f the user int the Username text bx.

53 5. Click the Add link. This adds the user's name t the Permissin rle list. 6. Check the check bx in ne r mre clumns beside this user's name t grant them flder permissins. 7. Repeat Step 4-6 fr t assign flder permissin t additinal users. 8. Click the Update link. Uplading Files Hw t uplad ne r mre individual files r a zipped (cmpressed) file t the File Manager mdule. These files can then be viewed using varius mdules such as Links, Media, HTML, etc. 1. Navigate t Admin > File Manager. 2. Navigate t and select a flder that yu are authrized t uplad files t. 3. Click the Uplad buttn lcated n the Files tlbar. This pens the File Uplad page. 4. Click the Brwse... buttn and select a file frm yur cmputer. 5. OPTIONAL. At the drp-dwn bx, change the flder which the file will be upladed t. The default selectin is the flder yu chse at Step OPTIONAL. At Decmpress ZIP Files?, select frm the fllwing ptins if yu are uplading a zip file that yu wish t decmpress (unzip) during uplad. Check the check bx t decmpress the files while uplading them. This adds bth the ZIP file and all the individual files t the selected flder. Uncheck the check bx t uplad the file as a zipped flder. Yu can unzip the files at a later time if required. 7. Click the Uplad File link. If uplad is successful, the [FileName] Upladed Successfully message is displayed.

54 8. Repeat Steps 4-7 t uplad additinal files - OR - Click Return t return t the mdule. Unzipping Cmpressed Files Hw t decmpress a zipped flder f files (cmpressed files) within the File Manager mdule. 1. Navigate t Admin > File Manager. 2. Navigate t and select the Flder cntaining the file t be unzipped. 3. Click the Unzip File buttn beside the file t be decmpressed. This displays the message asking "UnZip Files(s): [FileName]?" 4. Click the OK buttn t cnfirm. This displays a message asking yu t select the destinatin flder frm the Flder Explrer.

55 5. Navigate t and select the flder yu want t unzip the files t. This displays the Unzip Select Files T message. Nte: If yu wish t unzip the files int the flder where they currently reside, then yu must click the flder name twice. 6. Click the OK buttn t cnfirm. The files are nw unzipped in the selected flder. The riginal zip file is still lcated in the riginal flder. Cpying Files Hw t cpy ne r mre files frm ne flder t anther flder f the File Manager mdule. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder where the files t be cpied are lcated. 3. In the Files Windw, check the check bx beside each f the files t be cpied - OR - Click the Select All buttn t select all f the files displayed in the Files Windw.

56 4. Click the Cpy Files buttn. This displays the "Cpy Checked Files?" message. 5. Click the Ok buttn t cnfirm. This displays the Cpying Files message which lists the names f the files t be cpied and requests that yu select the destinatin flder. 6. Navigate t and select the flder yu want t cpy the files t. Nte: Files cannt be cpied t the same flder. This displays the Cpy Selected Files T message which displays the name f the selected flder. 7. Click the Ok buttn. Mving Files Hw t mve ne r mre selected files frm ne flder int anther flder within the File Manager mdule. 1. Navigate t Admin > File Manager.

57 2. Navigate t and select the flder where the files t be mved are lcated. 3. In the Files Windw, check the check bx beside each f the files t be mved - OR - Click the Select All buttn t select all f the files displayed in the Files Windw. 4. Click the Mve Files buttn. This displays the "Mve Checked Files?" message. 5. Click the Ok buttn t cnfirm. This displays the Mving Files message which lists the names f the files t be mved and requests that yu select the destinatin flder. 6. Navigate t and select the flder yu want t mve the files t. Nte: Files cannt be mved t the same flder. This displays the Mving Selected Files T message which displays the name f the selected flder. 7. Click the Ok buttn.

58 Deleting a File Hw t permanently delete a single file frm the File Manager mdule. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder cntaining the file t be deleted. 3. In the Files Windw, navigate t the required file. 4. Click the Delete File buttn beside the file t be deleted. A message asking "Are Yu Sure Yu Wish t Delete The File [ FileName ]?" is displayed. 5. Click OK t cnfirm deletin. Synchrnizing Files within a Flder Hw t synchrnize the files inside ne r mre flders f the File Manager mdule. Synchrnizing ensures the files listed match the files within the database. Use this feature when yu wish t refresh the file list within multiple flders. 1. Navigate t Admin > File Manager. 2. Navigate t and select the flder t be synchrnized. 3. OPTIONAL. At Recursive, check the check t synchrnize all child flders f the selected flder. 4. Click the Synchrnize Files buttn. The Flder Explrer is minimized when synchrnizatin is cmpleted. Renaming a File Hw t rename a file in the File Manager mdule. WARNING. Renaming a file des nt update any ther references t this file acrss yur site. e.g. If the file is an image displayed in the HTML mdule, then the path t the image will be brken and yu are required t manually update the image. As such, it is recmmended that yu nly rename a file when it is first upladed and has yet t be used n the site.

59 1. Navigate t Admin > File Manager. 2. Click the Rename File buttn beside the file t be renamed. 3. In the File Name text bx, enter a new name fr the file. 4. Click the Save Changes buttn t save yur changes. Setting the Read Only Prperty f a File Hw t set the read nly prperty f a file in the File Manager mdule. NOTE: Setting a file as Read Only des nt prevent it frm being deleted. 1. Navigate t Admin > File Manager. 2. Lcate the required file. 3. Click the Rename File buttn beside the file t be edited. 4. At the R check bx, select ne f the fllwing ptins: Check the check bx t set the file as read nly. Uncheck the check bx t remve the read nly prperty frm the file. 5. Click the Save Changes buttn t save yur changes - OR - Click the Cancel Rename buttn t cancel. H = Hidden (hidden files wn't display n yur site if yu check this ptin) S = (allw Indexing Service t index this file) A = Archive (allw file t be archived by the perating system. This is the default ptin) Imprtant Uplading Nte Abut File Names Fr Web Use Yur files will nt render in a web brwser if yu have upladed files (either dcuments r images) that d nt meet the defined file naming cnventins listed belw. Yu can use the rename tl in File Manager t remve any f the fllwing characters: The fllwing characters cannt be used in file names fr web use: = \ ; / : < >? #! $ % ^ *

60 Recycle Bin Abut the Recycle Bin Mdule The Recycle Bin mdule stres all pages and mdules that have been deleted frm the site. These pages and mdules can be restred t the prtal r permanently remved. The Pages Windw Pages are listed in the Recycle Bin by page name Pages are listed in the rder that they were deleted frm mst recently deleted t first deleted The Mdules Windw Mdules are listed in the Recycle Bin by page name - mdule title. E.g. Hme - Annuncements Mdules are listed in the rder that they were deleted frm mst recently deleted t first deleted Restring Mdules and Pages Restring a page will restre it t its previus lcatin n the site menu. All mdules (including cntent) will als be restred. A mdule (including cntent) is restred t a selected page Deleting Mdules and Pages Deletin is permanent Page deletin includes mdules and cntent Mdule deletin includes cntent Tip: It is recmmended that unwanted pages and mdules be regularly deleted frm the recycle bin. This will ensure that the Recycle Bin desn't becme s large that Administratrs must search thrugh a large number f mdules and pages t find the required item.

61 Deleting Mdules frm the Recycle Bin Hw t permanently delete ne r mre mdules (including mdule cntent) frm yur site using the Recycle Bin mdule. 1. G t the Recycle Bin mdule. 2. In the Mdules windw, select ne r mre mdules. 3. Click the Delete buttn. This displays the message "Are Yu Sure Yu Wish T Permanently Delete This Mdule?" 4. Click OK t cnfirm deletin. Deleting Pages frm the Recycle Bin Hw t permanently delete ne r mre pages (including mdules and mdule cntent) frm yur database using the Recycle Bin mdule. 1. In the Pages windw, click n the name f each page t be permanently deleted. 2. Click the Delete buttn. This displays the "Are Yu Sure Yu Wish T Permanently Delete This Page" message. 3. Click OK t cnfirm deletin.

62 Emptying the Recycle Bin Hw t permanently delete all pages and mdules frm the Recycle Bin mdule. 1. Click the Empty Recycle Bin link. This displays the message "Are Yu Sure Yu Wish T Permanently Delete All Pages and Mdules?" 2. Click the OK buttn t cnfirm deletin. Restring Deleted Mdules Hw t restre ne r mre deleted mdules (including mdule cntent) t their riginal page using the Recycle Bin mdule. 1. In the Mdules windw, click n the name f each mdule t be restred.

63 2. Click the Restre buttn. Restring Deleted Pages Hw t restre ne r mre deleted pages t the site using the Recycle Bin mdule. This restres the selected pages including any mdules and mdule cntent n thse pages prir t deletin. The pages are restred t their previus lcatin in the pages list and site menu. This restres the selected pages including any mdules and mdule cntent n thse pages prir t deletin. The pages are restred t their previus lcatin in the pages list and site menu. Tip: Yu cannt restre a page whse parent page has als been deleted unless yu restre the parent page first. 1. In the Pages windw, click n the name f each page t be restred. 2. Click the Restre buttn.

64 Ggle Analytics Abut the Ggle Analytics Mdule The Ggle Analytics mdule is lcated n the Admin >Ggle Analytics page. This mdule enables Administratrs t analyze and imprve nline search results. What Is Ggle Analytics and why shuld I cnsider using it? Taken directly frm the Ggle Analytics site ( Ggle Analytics is " the enterprise-class web analytics slutin that gives yu rich insights int yur website traffic and marketing effectiveness. Pwerful, flexible and easy-t-use features nw let yu see and analyze yur traffic data in an entirely new way. With Ggle Analytics, yu're mre prepared t write better-targeted ads, strengthen yur marketing initiatives and create higher cnverting web sites." Hw d I get an accunt? 1. G t 2. Click the Sign Up Nw link and fllw the prmpts. 3. Once yu gain access t the Ggle Analytics dashbard, g ahead and create an accunt fr yur site. Here are different pathways fr new users and existing Ggle Analytics users. New Users 1. At My Analytics Accunts (lcated n the tp right) select "Create New Accunt" frm the drp-dwn bx and then click the Sign Up buttn. This displays the "Analytics: New Accunt Signup" page. 2. Cmplete the "Analytics: New Accunt Signup" infrmatin as per yur requirements, alng with the Cntact Infrmatin, and User Agreement pages.

65 3. Once cmplete, yu will end up n the "Add Tracking" page, which shuld resemble smething similar t the belw image. The single mst imprtant piece f infrmatin n this page is the Tracking ID, based n the abve screen sht ur new Tracking ID is: UA Cpy this dwn in a safe place. Existing Users 1. Existing Users shuld see their accunt n the hme page f Ggle Analytics, smething similar t this image:

66 2. Under the Name field, click the relevant Dmain which yu need t start tracking. It shuld switch ver, and nw the Name field includes the URL alng with the tracking cde t the right. Similar t: 3. As yu can see abve, the tracking cde is UA , cpy this dwn int a safe place. Yu are nw ready t begin "Setting Ggle Analytics" Setting Ggle Analytics Hw t cnfigure Ggle Analytics fr yur site. Yu must sign up fr a Ggle Analytics accunt t cmplete this tutrial. 1. G t the Ggle Analytics mdule. 2. In the Tracking ID text bx, enter the web site tracking ID that yu btained frm Ggle when yu signed up fr an accunt.

67 3. OPTIONAL.In the URL Parameter text bx, enter the Javascript cde fragment that will be passed as a parameter t the page tracker (used t custmize the value tracked in Ggle Analytics instead f the default lcatin.href value). Frm this pint frward yu will be able t access varius daily reprts n the Analytics site regarding yur web site s activity.

68 Mdules Abut Mdules Yur web site uses a mdular design system t display cntent n a page. One r mre mdules are added t each site page t create and manage yur site s cntent. There are many different types f mdules, each managing a different type f site cntent. Rle Based Access Access t view and manage the cntent (mdules) and settings f all prtals is cntrlled using rle based access. By assciating a user's accunt with ne r mre rles (als called Security Rles) yu can permit r deny them access t view and/r edit site mdules. Fr mre inf regarding Security Rles see the Managing Yur Security Rles sectin. All mdules have a Settings page which is accessed by clicking the Settings ptin in the mdule menu, r by clicking the Settings buttn at the base f the mdule. The Mdule Settings page enables authrized users t mdify basic mdule settings related t the mdule cntent (e.g. mdule title, mdule header and fter, mdule start and end dates) and mdule permissins (e.g. which rles are able t view and edit a mdule). This page als cntrls mre advanced settings related t the design f the mdule (cntainers, brders, printing) and site wide mdule settings. The settings page is divided int these three majr sectins: Mdule Settings: Settings relating t the Mdule cntent. Mdule Settings are settings which are the same n all pages where the Mdule appears. This sectin includes mdule permissins where access t view, edit and manage the mdule is set. Sme mdules have additinal permissins t add/edit and manage mdule cntent. This sectin is divided int Basic Settings, Advanced Settings and Added t Pages.

69 Page Settings: Settings specific t this particular ccurrence f the mdule fr this page. This sectin is divided int Basic Settings and Advanced Settings. Mdule Specific Settings: Several mdules have additinal settings which are specific t this mdule type. This sectin is typically named accrding t the mdule type. E.g. This sectin is named Links Settings n the Links mdule. Mdules which have specific settings include the Annuncements, Dcuments, Events, FAQs and several thers.

70 Abut the Mdule Menu An verview f the tls available frm the mdule menu, als knwn as the mdule actin menu. This menu enables users with the crrect permissins t add and edit mdule cntent, delete r mve mdules. The menu als prvides access t the Mdule Settings page where users can set mdule specific setting such as view and edit permissins and design settings can be cnfigured. Functin f Menu Icns Icn Name Add/Edit [Item] Exprt Cntent Imprt Cntent Syndicate Functin Add a new recrd t the mdule r edit the existing cntent. Exprt cntent frm the mdule. This cntent can then be imprted t a new instance f the same mdule type. This ptin is nt available n all mdules. Imprt cntent t the mdule. Cntent must first be exprted frm anther instance f the same mdule type. This ptin is nt available n all mdules. The Syndicate ptin enables users t view a syndicated feed f the mdule cntent. This feed can be dwnladed t yur cmputer r displayed in anther mdule such as the News Feeds (RSS) mdule. Syndicatin must be enabled n the Mdule Setting page f a mdule. Settings Opens the mdule settings page fr this mdule. Delete Refresh (Nne) Mve Delete the mdule. Administratrs are able t restre mdules frm the Recycle Bin. Refreshes the mdule with the latest cntent. Mve the mdule t a new pane n the current page, r t a new psitin within the current pane.

71 Opening the Mdule Menu Hw t pen the Mdule Menu, als knwn as the Mdule Actin Menu. Tip: If the Cntrl Panel is displayed, ensure Mde is set t Edit. 1. Muse ver the mdule menu (lcated at mdule name). This pens the drp-dwn menu. The range f actins displayed will depend upn yur permissins access t the mdule.

72 Exprting Mdule Cntent Hw t exprt mdule cntent. Exprted cntent can then be imprted it int anther mdule f the same type. E.g. Yu can nly imprt cntent frm a Links mdule int anther Links mdule. Mdules which allw cntent imprt/exprt are knwn as IPrtable mdules. Examples include the Annuncements, FAQs, Help, Links, Media, Survey, HTML mdules. 1. Select Exprt Cntent frm the mdule menu. This pens the Exprt Mdule page. 2. At Flder, select the flder where yu want t save the exprted cntent. 3. In the File text bx, enter a name fr the exprt file. Nte: The mdule type is entered by default. It is useful t keep this as the start f the file name s yu can easily identify the mdule type in the future. E.g. Links_Spnsrs_December Click the Exprt link. This creates an XML file which is saved t the selected flder.

73 Imprting Mdule Cntent Hw t imprt mdule cntent. Befre imprting cntent, it must first be exprted frm a mdule f the same type. E.g. Yu can nly imprt cntent frm a Links mdule int anther Links mdule. Mdules which allw cntent imprt/exprt are knwn as IPrtable mdules. Examples include the Annuncements, FAQs, Help, Links, Media, Survey, HTML mdules. 1. Select Imprt Cntent frm the mdule menu. This pens the Imprt Mdule page. 2. At Flder, select the flder where exprted file is lcated frm the drp-dwn list. 3. At File, select the file name frm the drp-dwn list. 4. Click the Imprt link. Tip: If the mdule already cntains cntent, the imprted cntent is merged with the existing cntent.

74 Mving a Mdule t a New Pane Hw t mve a mdule t anther pane n the same page. 1. Muse ver the mdule menu. 2. Muse ver the Mve ptin. 3. Select Mve T [PaneName] frm the available ptins. The pane names and number f panes listed depends upn the panes included in the skin set fr this page. Typical ptins are: Mve T TpPane Mve T LeftPane Mve T CntentPane Mve T RightPane Mve T BttmPane Mving a Mdule t a New Pane

75 Mving Mdule Psitin in Same Pane Hw t mve a mdule t a new psitin in the same pane. 1. Muse ver the mdule menu. 2. Muse ver the Mve ptin. 3. Select a Mve [Psitin] frm the available ptins. These ptins depend upn the number f mdules lcated in the pane. Typical ptins are: Mve Tp: Mves the mdule t the tp psitin in this pane Mve Up: Mves the mdule dwn ne psitin in this pane Mve Dwn: Mves the mdule dwn ne psitin in this pane Mve Bttm: Mves the mdule t the bttm psitin in this pane Mving a mdule t a new psitin in the same pane

76 Viewing/Editing Mdule Settings Hw t access the Mdule Settings page f any mdule. This page prvides Administratrs with access t cnfigure a wide range f mdule ptins such as permissins, design and layut. NOTE: these settings will nt be accessible t yur mdule cntent editrs if their rle is nt defined fr edit permissins in the page permissins, which is hw yu shuld set it up. Tip: Ensure Mde is set t Edit n the Cntrl Panel. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn (generally lcated in the bttm right crner f the mdule). 2. This pens the Mdule Settings page. 3. Edit ne r mre settings as required. 4. Click the Update link. Basic Settings Setting the Mdule Title 1. In the Mdule Title text bx, edit the mdule title, r yu can delete it and nt use a title. 2. Click the Update link.

77 Setting Mdule Permissins Hw t set permissins t view and edit a mdule. Permissin can be granted r denied fr a rle r fr an individual user. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings - Basic Settings sectin. 3. G t the Permissins field and select frm the fllwing ptins. 4. OPTIONAL. In the Username text bx, enter the username f a user t whm yu wish t grant r deny mdule permissins, and then click the Add link. Repeat fr additinal usernames. 5. OPTIONAL. At Filter By Grup, select frm the fllwing ptins: < All Rles >: Select t view all rles (bth glbal and grup rles) in ne single list. < Glbal Rles >: Select t view all rles which are nt assciated with a Rle Grup. This includes Administratrs, All Users, Registered Users, and Unauthenticated Users. [Rle Name]: Select the name f a Rle Grup t view the rles within that grup. 6. OPTIONAL. At Inherit View permissins frm Page, select frm these ptins: Check the check bx if the users which are authrized t view this mdule shuld be the same as the page it is lcated n. This displays the Security Rles image in the View Mdule clumn indicating that the view security is 'lcked'. Skip t step 8. Uncheck the check bx t set different permissins fr viewing this mdule than set fr the page it is lcated n. If yu chse t uncheck this ptin, the check bxes at View Mdule will becme available. 7. In the View Mdule clumn, by default all rle checkbxes are lcked as they are inheriting the page view permissins (see Uncheck in abve step #6). Click n the check bx beside a rle/username repeatedly until the crrect permissin is displayed. The fllwing ptins are available: Nt Specified: Permissins are nt specified. Users cannt view the mdule unless they belng t anther rle/username which has been granted permissin. Permissin Granted: Users can view the mdule. Permissin Denied: Users cannt view the mdule.

78 8. In the Edit Mdule clumn, click n the check bx beside a rle/username repeatedly until the crrect permissin is displayed. The fllwing ptins are available: Nt Specified: Permissins are nt specified. Users cannt edit cntent unless they belng t anther rle/username which has been granted permissin. Permissin Granted: Users can edit cntent. Permissin Denied: Users cannt edit cntent. 9. Click the Update link. Tip: When setting Permissins, yu can change the selectin at Filter By Grup and set permissins fr any f the related rles befre updating. Fr Example: In the belw image, permissin t view the mdule are inherited frm the page and permissin t edit the mdule has been granted t Registered Users, apart frm the user with the username Jhn (a member f the Registered Users rle).

79 Advanced Settings Displaying Mdule n all Pages Hw t enable r disable a mdule displaying n all pages. Mdule cntent is shared therefre changes made n ne instance f the mdule are reflected n all instances f the mdule. Yu can ptinally set the mdule t nly display n new pages. In this case the mdule isn't displayed n existing pages, apart frm the page it is current displayed n. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At Display Mdule On All Pages?, select frm these ptins: Check the check bx. This displays the Add T New Pages Only? field. a. OPTIONAL. At Add T New Pages Only?, select frm these ptins: Check the check bx t nly add the mdule t new pages which are added t the site. Uncheck the check bx t add the mdule t bth existing and new site pages. Uncheck the check bx t disable. 5. Click the Update link. Tip: Yu can delete an instance f the mdule frm a page withut affecting this setting.

80 Setting a Mdule Header OPTIONAL. Hw t add, edit r delete the header text which displays abve the mdule cntent. Either plain text r HTML frmatting such as headings, italic and bld can be used. Tip: The header remains visible when the mdule is minimized. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Advanced Settings sectin. 4. In the Header text bx, add, edit r delete the header text as desired. 5. Click the Update link.

81 Setting a Mdule Fter OPTIONAL. Hw t add, edit r delete fter text which appears belw the mdule cntent. Either plain text r HTML frmatting such as headings, italic and bld can be used. Tip: The fter remains visible when the mdule is minimized. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Advanced Settings sectin. 4. In the Fter text bx, add, edit r delete the fter text as desired. 5. Click the Update link.

82 Setting Mdule Start Date OPTIONAL. Hw t set the first day that a mdule is visible n a page. This allws yu t create mdule cntent in advance. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At Start Date, click the Calendar link and select the first day that the mdule will be visible n the site 5. Click the Update link. Setting Mdule End Date OPTIONAL. Hw t set the expiry date fr a mdule. The mdule will still be visible t Administratrs after the end date enabling them t retain, edit and republish the cntent as desired. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At End Date, click the Calendar link and then select the last day that the mdule will be visible n the site 5. Click the Update link. Added t Pages Viewing Added T Pages List Hw t view a list f the pages where a mdule is lcated. This setting includes a link t view the mdule n any f the listed pages. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. G t the Mdule Settings sectin. 3. Maximize the Added T Page sectin. This displays a hierarchical list f all pages (apart frm the current page) where this mdule is lcated. 4. Click n the linked [Page Name] t view the mdule n that page.

83 Page Settings Basic Settings Setting Mdule Backgrund Clr Hw t set the backgrund clr f a mdule. Tip: The lk f this setting is dependent n the design f the mdule cntainer applied t the mdule. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. G t the Basic Settings sectin. 4. In the Clr text bx, enter a clr name r hex number. E.g. Navy r #CFCFCF. Find Clr cde charts at 5. Click the Update link. Mdule with backgrund clr set Setting Visibility f Mdule Cntent Hw t enable r disable the Maximize/Minimize buttn n a mdule. This buttn is typically displayed in tp right crner f the mdule cntainer. When cntent is minimized nly the mdule title, header and fter are visible. IMPORTANT: The Display Cntainer? setting must be checked t enable this functin. If it is nt, the Maximize/Minimize buttn cannt be viewed. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. G t the Basic Settings sectin. 4. At Cllapse/Expand, select frm the fllwing ptins: Maximized: Mdule cntent is displayed (maximized) and the Minimize buttn is displayed.

84 Minimized: Mdule cntent is hidden (minimized) and the Maximize buttn is displayed. Nne: Mdule cntent is displayed. N buttn is displayed. 5. At Display Cntainer?, check the check bx t display the mdule cntainer. 6. Click the Update link. Maximized (Expanded) Cntent Minimized (Cllapsed) Cntent Setting the Mdule Cntainer Hw t set the decrative cntainer n a mdule. At Mdule Cntainer, select the name f the mdule cntainer yu want t use n this mdule frm the drp dwn list. NOTE: the default selectin f <Nne Specified> will apply the Page skin s default cntainer. Optinal. Click the Preview link t view the mdule with this cntainer applied in a new brwser windw.

85 ** T nt display a cntainer, simply uncheck the check bx at Display Cntainer? Setting Mdule Printing Hw t set the visibility f the print buttn. This buttn enables users t print the mdule cntent and is typically lcated in the bttm right crner f a mdule. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. G t the Basic Settings sectin. 4. At Allw Print?, select frm the fllwing ptins: Check the check bx t display the Print buttn and allw printing Uncheck the check bx t hide Print buttn and disallw printing. 5. Click the Update link. Printing enabled Setting Mdule Syndicatin Hw t enable r disable the RSS buttn n the mdule. Enabling syndicatin enables users t create a XML syndicatin f mdule cntent. The Syndicatin icn typically displays n the bttm right crner f the mdule and is als displayed n the mdule menu. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. G t the Basic Settings sectin. 4. At Display Cntainer?, check the check bx t display the mdule cntainer. 5. At Allw Syndicate?, select frm the fllwing ptins: Check the check bx t display the RSS buttn and allw syndicatin

86 Uncheck the check bx t hide RSS buttn and disallw syndicatin. 6. Click the Update link. Syndicating cntent Cache Settings Setting Mdule Cache Time NOT AVAILABLE Advanced Settings Setting the Default Page Settings fr a Mdule Hw t set the Page Settings n this mdule as the default settings fr all new mdules. Yu can ptinally set these settings fr all existing mdules. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At Set As Default Settings?, check the check bx t use these page settings fr all new mdules. 5. OPTIONAL. At Apply T All Mdules?, check the check bx t apply these page settings t all existing mdules. 6. Click the Update link. Applying Page Settings t Existing Mdules Hw t apply the Page Settings fr this mdule t all existing mdules n the site. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn.

87 2. Maximize the Page Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At Apply T All Mdules?, check the check bx t apply these page settings t all existing mdules. 5. Click the Update link. Mving a Mdule t anther Page Hw t mve a mdule t anther page in the site. 1. Select Settings frm the mdule menu - OR - Click the Settings buttn. 2. Maximize the Page Settings sectin. 3. Maximize the Advanced Settings sectin. 4. At Mve T Page, select the name f the page where yu want t mve the mdule t frm the drp-dwn list. 5. Click the Update link. Adding a New Mdule Hw t add a new mdule t a page using the Cntrl Panel. Adding a new mdule inserts a mdule withut any cntent int the current page. Tip: Yu must be authrized t deply a mdule and have the apprpriate page editing permissins t add a mdule t a page. 1. Maximize the Cntrl Panel (at tp f page) 2. G the center sectin and select Add New Mdule. 3. At Mdule, select the mdule t be added. (e.g. HTML) 4. OPTIONAL. In the Title text bx, enter a Title fr the mdule. (e.g. Prducts) If n title is entered, the name f the mdule is used by default. (e.g. Text/HTML)

88 5. OPTIONAL. At Visibility, select frm the fllwing ptins: Same As Page: This sets the mdule as visible t all rles/users wh can view this page. This is the default setting. Page Editrs Only: The sets mdule as nly visible nly t the rles/user wh can edit this page. Select this ptin if yu want t add cntent and cnfigure the mdule settings befre thers can view the mdule. 6. OPTIONAL. At Pane, select the pane yu want t insert the mdule int. The mdule is added t the Cntent Pane by default. The names f ther panes will depend upn the skin applied t this page. If yu select a pane ther than the Cntent Pane, the psitin f the pane is briefly shwn n the page. 7. OPTIONAL. At Insert, select the placement f the mdule frm the first drp-dwn bx. One r mre f the fllwing ptins is available, depending n the number f mdules lcated in the selected pane: Tp: Select t add the mdule abve all existing mdules within the selected pane. Skip t Step 9. Abve: Select t add the mdule abve anther chsen mdule within the selected pane. a. At Mdule, select the mdule the new mdule will be added abve. Belw: Select t add the mdule belw anther mdule within the selected pane. a. At Mdule, select the mdule the new mdule will be added belw. Bttm: This adds the mdule belw all existing mdules within the selected pane. This is the default ptin. 8. Click the Add Mdule T Page buttn. Adding an Existing Mdule Hw t add an existing mdule t the current page using the Icnbar. The mdule cntent is shared s if yu update the cntent n ne mdule the cntent in the ther mdule als updates. NOTE: Yu cannt add an existing mdule t the page where it already exists. 1. Maximize the Cntrl Panel (at tp f page). 2. G the Mdule Insertin sectin and select Add Existing Mdule.

89 3. At Page, select the page where the existing mdule is lcated. 4. At Mdule, select the mdule t be added. 5. OPTIONAL. At Visibility, select frm the fllwing ptins: Same As Page: This sets the mdule as visible t all rles/users wh can view this page. This is the default setting. Page Editrs Only: The sets mdule as nly visible nly t the rles/user wh can edit this page. Select this ptin if yu want t add cntent and cnfigure the mdule settings befre thers can view the mdule. 6. OPTIONAL. At Pane, select the pane yu want t insert the mdule int. The mdule is added t the Cntent Pane by default. The names f ther panes will depend upn the design skin applied t this page. If yu select a pane ther than the Cntent Pane, the psitin f the pane is briefly shwn n the page. 7. OPTIONAL. At Insert, select the placement f the mdule frm the first drp-dwn bx. One r mre f the fllwing ptins is available, depending n the number f mdules lcated in the selected pane: Tp: Select t add the mdule abve all existing mdules within the selected pane. Skip t Step 9. Abve: Select t add the mdule abve anther chsen mdule within the selected pane. a. At Mdule, select the mdule the new mdule will be added abve. Belw: Select t add the mdule belw anther mdule within the selected pane. a. At Mdule, select the mdule the new mdule will be added belw. Bttm: This adds the mdule belw all existing mdules within the selected pane. This is the default ptin. 8. Click the Add Mdule T Page buttn.

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