mycwt Client Administrator Guide

Transcription

1 mycwt Client Administratr Guide Part 1: General Overview, Cmpany News September 2017 Versin CWT i

2 mycwt Client Administratr Guide Table f Cntents mycwt Overview... iii mycwt Cmpatibility Details... iii Client Sites Organizatin... iii mycwt Tp Navigatin... iv Hme Page Details... v Client Administratr Functinality... viii Sites Tab... viii Language Selectr... ix Cmpany News... x Creating a Cmpany News Article... x Additinal editing available n the Cntent Sectin f Cmpany News... xii HTML Editing... xii Text Optins... xiii Attaching images, table r vertical line t an article... xiii Editing r Remving a Cmpany News Article... xvi Changing the display name Cmpany News... xviii Prpagating an article frm the client tp t all r a subset f subunits... xviii Remving an article frm displaying in multiple subunit sites... xx Selecting an article t display frm the Hme page f a subunit site... xxi Changing the display rder f an article n a subunit Hme page... xxii ii

3 mycwt Overview mycwt Cmpatibility Details 1. URL: a. When bkmarking mycwt, please make sure yu nly bkmark and nt the page yu are redirected t just after yu type in the URL. b. As an alternative, yu can bkmark the Hme page nce yu enter mycwt. c. Travelers wh access mycwt via SSO shuld nt need t bkmark the site. 2. Brwser Cmpatibility a. Desktp mycwt is cmpatible with the latest versins f all majr brwsers i. Micrsft Edge ii. Micrsft Internet Explrer 11 iii. Chrme iv. Firefx v. Safari 3. Devices: mycwt features a respnsive design and can be viewed n mbile, tablet, and desktp devices: a. All ios smartphne devices using ios 9 and ios10 (will cntinue t supprt 2 latest versins) b. ipad with ios9 r ios10 c. Any Andrid device with Andrid versin 5.0 and newer Client Sites Organizatin The fllwing terminlgy is used fr mycwt t reference rganizatinal hierarchies: Client Tp Usually each CWT client has ne Client Tp; in mycwt, creatin and prpagatin f client cntent t subunits ccurs here Subunit A child site assciated t a client tp, assigned a cuntry and/r divisin; travelers are assigned t ne specific subunit mycwt prvides a tp-dwn prpagatin apprach where the subunits can inherit changes made at the client tp. Sme changes can als be made at the subunit level. iii

4 Client Administratr s User Guide mycwt Tp Navigatin Hme Page Cntains bking tls, cmpany news, cmpany resurces and ther prtlets Bk A Htel Express htel bking (appears based n a CWT Client Maintenance subunit plicy) My Trips Cntains the travelers upcming trips and past trips fr last 3 years My Travelers Viewed nly by Travel Arrangers as set in CWT Prtrait Travel Arrangers will view their travelers upcming and past trips n the My Travelers page Travel Arrangers will see their wn upcming trips n the Hme page; ability t view their travelers trips n the hme page is cming sn Travel Tls Cming sn CWT AnalytIQs - Any user with the CWT AnalytIQs rle (set in CWT IDM and via CWT AnalytIQs team) will see a link that will autmatically authenticate them int CWT AnalytIQs Admin Users with the Client Admin rle will see the Admin page; creatin f client cntent and prpagatin t subunits is managed here My Accunt Lgin Settings (edit Username and Passwrd) and Lgut My Travel Prfile This link is an utbund SSO that will autmatically authenticate the user int their CWT Prtrait prfile. Travel Arrangers and Client Traveler Maintainers/Super Users will be able t view their assigned travelers in CWT Prtrait. iv

5 Table Of Cntents Hme Page Details Welcme Prtlet Greeting fr Traveler Backgrund Image will change based n the traveler s next trip Tp 10 destinatins will have an animated image. With the image abve, the Lndn Eye will rtate, bats will travel alng the river, cars will drive acrss the bridge, and cluds will mve acrss the sky. Tp 10: Atlanta, Bstn, Chicag, Dallas, Hustn, Lndn, New Yrk, Paris, San Francisc, Washingtn 40 ther tp destinatins will have a static image representing the city: Amsterdam, Austin, Barcelna, Berlin, Brussels, Calgary, Charltte, Cpenhagen, Delhi, Denver, Dusseldrf, Frankfurt, Las Vegas, Ls Angeles, Lyn, Madrid, Melburne, Mexic City, Miami, Milan, Minneaplis, Mumbai, Munich, Newark, New Orleans, Orland, Philadelphia, Phenix, Ri de Janeir, Rme, San Dieg, Sa Pal, Seattle, Shanghai, Singapre, Stckhlm, Sydney, Tel Aviv, Trnt, Vienna, Zurich If a traveler des nt have an upcming trip r is nt traveling t ne f the tp 50 lcatins abve, a series f generic travel images will display. Bk My Full Trip this is an utbund SSO that will authenticate travelers frm mycwt int their specific Online Bking Tl (OBT) where the v

6 Client Administratr s User Guide traveler can bk a flight, htel, car, etc. The specific OBT is set by CWT Admins in the CWT IDM system. My Trips Prtlet Next upcming trip is displayed Each part f the trip has its wn separate white bx r card ; ne fr flight, ne fr htel, ne fr car rental, etc. Arrws in upper right crner allws user t scrll right r left t cntinue viewing trip details Map icn will shw the trip destinatin Clicking n a part f the trip will pen up the My Trips page Cmpany News Cmpany News allws Client Admins t pst imprtant infrmatin fr their travelers such as travel news, changes t plicies, etc. as well as any relevant travel news. A default news article will appear n all new sites welcming travelers t the new mycwt. Other glbal news articles will be available frm time t time frm CWT. If a Client Admin wishes t remve this article they can d s frm the Client Tp Admin site under Manage News. Functinality is described in the Cmpany News sectin f this guide. vi

7 Table Of Cntents Cmpany Resurces Cmpany Resurces allws Client Admins t pst links t dcuments r URLs. Each site will launch with standard tabs and a few standard links under each tab. The standard tab names can be edited by the Client Admin. The standard inks can be remved at the Client Tp Admin site under Manage Cmpany Resurces. Clients can create up t 15 categries/tabs and can have up t 50 links t dcuments r URLs under each tab. As yu click n each tab, the assigned links will shw underneath the tab. Functinality is described in the Cmpany Resurces sectin f this guide. Each tab has its wn list f links available (these may nt match yur site exactly) My Cmpany Links My Travel Guides My Travel Tls My Travel Infrmatin vii

8 Client Administratr s User Guide Client Administratr Functinality Client Administratrs are able t navigate between the client tp and subunits t which they are assigned. When lgging int mycwt, a client admin will arrive n the hme page f the subunit their traveler prfile is assciated with. T access the client admin functinality, select the admin link frm the menu bar: The Admin page will pen at the subunit level. In the example belw, the subunit is US-CWT under client tp Carlsn Wagnlit Travel. Sites Tab viii

9 Table Of Cntents The Sites tab lists yur client tp as well as a link t the Client Admin Dcumentatin (this full guide). T view the subunits yu have access t under yur client tp, click n the magnifying glass. Results Yu can als search fr a specific site by typing the name f the rganizatin in the Search bx. As yu type, subunits that match what yu ve typed will appear. If n results are fund a n results message will appear. T navigate t the subunit site, click n the subunit name. This will pen up the Hme page fr that specific subunit. Yu can chse t shw fewer r mre results r navigate between result pages by using the icns at the bttm f the list f sites. Language Selectr The main admin page defaults t the language chsen in the client admin s CWT Prtrait prfile. The viewed language can be changed by selecting anther language frm the drp-dwn list in the language selectr. The language change impacts bth the Admin Page and the subunit sites. This will nt change the default language in the client admin s CWT Prtrait prfile. ix

10 Client Administratr s User Guide Cmpany News The Cmpany News Prtlet can prvide travelers with cmpany, travel, r CWT news. Articles are created at the client tp and can be launched t either all subunits r a subset f subunits. CWT news articles will appear in the News Library n a regular basis and can be added r remved at either the Client Tp r Subunit level. Creating a Cmpany News Article Select the admin page frm the main tl bar at the tp f yur mycwt site. Frm the Sites menu n the left side f the Admin page, click n the client tp name (in the image t the right the client tp is CWT Training). This will bring up the available menus fr the client tp Cntent and Subunits. By default the Cntent page is displayed. On the right side f the admin screen, mve yur muse int the Cmpany News sectin until the Asset Publisher bar appears. Click n the + sign and select Cmpany News. x

11 Table Of Cntents The New Cmpany News bx will appear t allw yu t create the article. Default Language: The article will autmatically default t the language chsen in the Client Admin s CWT Prtrait prfile. If yu wish t add translatins in ther languages, simply chse the language frm the Add Translatin drp-dwn and enter the translatin. Title: The title sectin is a required field. It displays up t 70 characters f text. Titles that exceed the limit are truncated and will appear with at the end f the allwed characters. Summary: The summary sectin displays up t 350 characters f text. Characters exceeding the limit will see a read mre link. Cntent: The cntent sectin des nt have a character limit and can include images, tables and links. Frm the Hme Page, this sectin is accessed by clicking n read mre at the end f the Summary sectin. Mre infrmatin n the capabilities f the Detail sectin can be fund in the next sectin f this guide. Schedule: The display date defaults t the creatin date f the article and the Expiratin date defaults t Never expire. Yu can change the display date t a date in the future if yu want the article t begin t be displayed at a later date. Uncheck the Never expires bx t set a specific expiratin date. xi

12 Client Administratr s User Guide Select Publish when cmplete. Once published the article appears in the News summary sectin with the scpe f the client tp name. It is then available t pst t all r a subset f the assigned subunits. Nte: Glbal News articles will appear nly at the client tp level under Subunits > Manage News with the scpe f CWT Glbal. Additinal editing available n the Cntent Sectin f Cmpany News When yu are creating r editing a Cmpany News article, yu can use the fllwing functinality in the Cntent sectin f the article nly. HTML Editing When yu click int the cntent sectin yu ll see the fllwing icns: The expand buttn allws the user t create r edit using HTML. It als pens 3 additinal ptins: xii

13 Table Of Cntents 1. Allws user t use HTML editr in full screen 2. Changes the backgrund frm white t black (and back t white) 3. Takes user back t nrmal edit screen (nn HTML) Text Optins If yu highlight a prtin f yur text, a text menu will appear that will allw yu t: 1. Change the fnt style (default is Nrmal) 2. Make the selected text bld, in italics r underline 3. Add a numbered list 4. Add a bulleted list 5. Add a URL link 6. Tweet the cntent yu ve highlighted Attaching images, table r vertical line t an article The Plus icn will bring up an additinal menu that will allw yu t: 1. Add an image 2. Add a table 3. Add a verticle line t yur article xiii

14 Client Administratr s User Guide Admin can uplad existing dcuments frm their lcal r netwrk drive 1. Fllw the steps abve t create an article. 2. Navigate t the Cntent sectin. 3. Select the + sign n the left side f the screen. 4. This brings up a new menu where yu can add an image, table, r vertical line t yur dcument. 5. Select the image icn (first ne in picture abve). This will pen a Select File bx. Brwse t the image yu wish t uplad. xiv

15 Table Of Cntents 6. Select Add when the file is cmplete t clse this menu. The selected image will nw display in yur article. 7. A menu will display when yu click n the image that will allw yu t chse t align the image t the left, center r right side f the article r add a URL link. 8. The image can als be resized by clicking n it and grabbing the handle n any crner f the image. xv

16 Client Administratr s User Guide 9. The image is autmatically add t yur Dcuments and Media flder under the Client Tp Cntent. Clicking n the three dts under the image will bring up an edit menu: Editing r Remving a Cmpany News Article 1. Navigate t the Admin page 2. Click n the Client Tp Name 3. Click n the news article yu wish t edit r delete 4. On the far right side f the article, click n: a. The pencil/edit icn t pen the edit screen b. The X t delete the article NOTE: There isn t any warning t cnfirm deletin f the article s make sure yu are certain befre yu click n the X. There is nt a way t bring the article back nce it s been deleted. Changing the display name Cmpany News at the client tp 1. Frm the Admin screen, select the Client Tp. 2. Frm the Subunits menu chse Manage News. 3. At the bttm f yur screen yu ll find the Manage Cmpany News Titles menu: xvi

17 Table Of Cntents 4. Click n Select a title t shw all available titles (if yu have created different titles at the subunit level they will shw here). 5. Chse Cmpany News. This will pen the translatins in the system fr Cmpany News. Yu can update all f the languages r just the nes yu need. Once yu are finished entering the new name, click Update t change this fr all subunits. xvii

18 Client Administratr s User Guide Changing the display name Cmpany News at the subunit level 1. On a subunit hmepage, select the gear icn t the right f Cmpany News. 2. Select the edit icn (pencil). 3. Type the new name ver the existing name. 4. Select the checkbx t cnfirm. 5. Select save in the lwer right crner f the screen. 6. Changes are reflected n the subunit site. Prpagating an article frm the client tp t all r a subset f subunits 1. Click n the Client Tp Name under the Sites tab. This will pen the Cntent and Sub Units pages (by default the Client Tp Admin site will pen with the Cntent page active). xviii

19 Table Of Cntents 2. Click n the Sub Unit page and select Manage News frm the drp-dwn. 3. Click n the article yu wuld like t appear n the subunit site/s t select it. 4. The subunit sectin will appear belw the list f articles. 5. Within the subunit list yu can either: a. Check the bx in the tp sectin next t Subunits t select all the subunits. b. Individually select the subunits sites that shuld receive the article. 6. Select update when cmplete t make the articles appear n the apprpriate subunits. Nte: Cmpany News Articles appear n the subunit sites with the mst recently published article at the tp. Yu can change the rder f the articles at the subunit level nly. Frm the client tp, yu can unpublish and then republish t put the articles in the right rder (last published = first displayed). xix

20 Client Administratr s User Guide Remving an article frm displaying in multiple subunit sites 1. Frm the Admin Screen, click n the Client Tp name 2. Click n Sub Units 3. Select Manage News frm the drp dwn menu 4. Select the article t pen up the list f subunits 5. Uncheck the individual subunits r uncheck the tp check bx and all subunits will be autmatically unchecked 6. Select Update when finished 7. Cnfirmatin is received. xx

21 Table Of Cntents Selecting an article t display frm the Hme page f a subunit site 1. Articles can be chsen fr display by a Client Admin directly n the subunit site by selecting the gear icn t the right f Cmpany News 2. The Current cmpany news sectin will shw all articles displayed n this subunit. 3. Select the News Library buttn t shw all available articles that have nt yet been displayed n this subunit. xxi

22 Client Administratr s User Guide 4. Select Add t add a specific article and then click Save 5. When yu refresh the site the newly selected article/s will appear Changing the display rder f an article n a subunit Hme page 1. Select the gear icn t the right f Cmpany News 2. Select the list icn t left f the article name 3. Drag and drp where yu want it 4. Save the changes xxii

23 Table Of Cntents mycwt Client Administratr Guide Part 2: Cmpany Resurces, Dcuments and Media September 2017 Versin 1.0 xxiii

24 Client Administratr s User Guide Table f Cntents Client Administratr Functinality Sites Tab Language Selectr Cmpany Resurces Creating a Dcument Link Creating a URL Link Editing r Remving a Cmpany Resurces Link Changing the display name fr Cmpany Resurces and Tab Names at the client tp Changing the display name Cmpany Resurces at the subunit level Creating new Tabs fr Cmpany Resurces Prpagating a link frm the client tp t all r a subset f subunits Remving a link frm displaying in multiple subunit sites Selecting a link t display frm the Hme page f a subunit site Changing the display rder f a link n a subunit Hme page Dcuments and Media xxiv

25 Client Administratr Functinality Client Administratrs are able t navigate between the client tp and subunits t which they are assigned. When lgging int mycwt, a client admin will arrive n the hme page f the subunit their traveler prfile is assciated with. T access the client admin functinality, select the admin link frm the menu bar: The Admin page will pen at the subunit level. In the example belw, the subunit is US-CWT under client tp Carlsn Wagnlit Travel. 25

26 Client Administratr s User Guide Sites Tab The Sites tab lists yur client tp as well as a link t the Client Admin Dcumentatin (this full guide). T view the subunits yu have access t under yur client tp, click n the magnifying glass. Results Yu can als search fr a specific site by typing the name f the rganizatin in the Search bx. As yu type, subunits that match what yu ve typed will appear. If n results are fund a n results message will appear. T navigate t the subunit site, click n the subunit name. This will pen up the Hme page fr that specific subunit. Yu can chse t shw fewer r mre results r navigate between result pages by using the icns at the bttm f the list f sites. Language Selectr The main admin page defaults t the language chsen in the client admin s CWT Prtrait prfile. 26

27 mycwt Client Administratr s User Guide The viewed language can be changed by selecting anther language frm the drp-dwn list in the language selectr. The language change impacts bth the Admin Page and the subunit sites. This will nt change the default language in the client admin s CWT Prtrait prfile. Cmpany Resurces Cmpany Resurces Cmpany Resurces allws Client Admins t pst links t dcuments r URLs. Each site will launch with standard tabs and a few standard links under each tab. The default links and ther useful links can be fund in the Glbal link directry and can be added r remved at either the Client Tp r Subunit level. The standard tab names can be edited by the Client Admin. The standard inks can be remved at the Client Tp Admin site under Manage Cmpany Resurces. Clients can create up t 15 categries/tabs and can have up t 50 links t dcuments r URLs under each tab. As yu click n each tab, the assigned links will shw underneath the tab. Functinality is described in the Cmpany Resurces sectin f this guide. Each tab has its wn list f links available (these may nt match yur site exactly) My Cmpany Links My Travel Guides My Travel Tls 27

28 Client Administratr s User Guide My Travel Infrmatin Creating a Dcument Link Select the admin page frm the main tl bar at the tp f yur mycwt site. Frm the Sites menu n the left side f the Admin page, click n the client tp name (in image t the right the client tp is CWT Training). the This will bring up the available menus fr the client tp Cntent and Subunits. By default Cntent page is displayed. the On the right side f the admin screen, mve yur muse int the Cmpany Resurces sectin until the Asset Publisher bar appears. Click n the + sign and select Dcument Link. 28

29 mycwt Client Administratr s User Guide The New Dcument Link menu will appear: 29

30 Client Administratr s User Guide Default Language: The article will autmatically default t the language chsen in the Client Admin s CWT Prtrait prfile. If yu wish t add translatins in ther languages, simply chse the language frm the Add Translatin drp-dwn and enter the translatin. Title: The title sectin is a required field. Summary: The summary sectin is ptinal. Select: Click n Select when yu are ready t chse yur dcument and the Select File menu will display. Yu can either drag and drp a dcument r click n Select t navigate t a file n yur cmputer. Once yu ve chsen the dcument, click Add t uplad it t the site. Once the dcument is upladed it will appear in the New Dcument Link menu: Schedule: The display date defaults t the creatin date f the article and the Expiratin date defaults t Never expire. Yu can change the display date t a date in the future if yu want the article t begin t be displayed at a later date. Uncheck the Never expires bx t set a specific expiratin date. Select Publish when cmplete. Once published the dcument link appears in the Cmpany Resurces sectin. It is then available t pst t all r a subset f the assigned subunits. 30

31 mycwt Client Administratr s User Guide The dcument will als be saved t yur Dcuments and Media sectin. Creating a URL Link Select the admin page frm the main tl bar at the tp f yur mycwt site. 31

32 Client Administratr s User Guide Frm the Sites menu n the left side f the Admin page, click n the client tp name (in image t the right the client tp is CWT Training). the This will bring up the available menus fr the client tp Cntent and Subunits. By default Cntent page is displayed. the On the right side f the admin screen, mve yur muse int the Cmpany Resurces sectin until the Asset Publisher bar appears. Click n the + sign and select URL Link. 32

33 mycwt Client Administratr s User Guide The New URL Link menu will appear.default Language: The link will autmatically default t the language chsen in the Client Admin s CWT Prtrait prfile. If yu wish t add translatins in ther languages, simply chse the language frm the Add Translatin drp-dwn and enter the translatin. Title: The title sectin is a required field. Summary: The summary sectin is ptinal. URL: Enter the URL yu wish t pst as a link Schedule: The display date defaults t the creatin date f the article and the Expiratin date defaults t Never expire. 33

34 Client Administratr s User Guide Yu can change the display date t a date in the future if yu want the article t begin t be displayed at a later date. Uncheck the Never expires bx t set a specific expiratin date. Select Publish when cmplete. Once published the URL link appears in the Cmpany Resurces sectin. It is then available t pst t all r a subset f the assigned subunits. Editing r Remving a Cmpany Resurces Link 5. Navigate t the Admin page 6. Click n the Client Tp Name 7. Click n the link yu wish t edit r delete 8. On the far right side f the article, click n: a. The pencil/edit icn t pen the edit screen b. The X t delete the article NOTE: There isn t any warning t cnfirm deletin f the article s make sure yu are certain befre yu click n the X. There is nt a way t bring the article back nce it s been deleted. Changing the display name fr Cmpany Resurces and Tab Names at the client tp 6. Frm the Admin screen, select the Client Tp. 7. Frm the Subunits menu chse Manage Resurces. 8. At the bttm f yur screen yu ll find the Manage Cmpany Resurces Titles menu: 34

35 mycwt Client Administratr s User Guide 9. Click n Select a title t shw all available titles (if yu have created different titles at the subunit level they will shw here). Yu can als edit yur tab names here. 10. Chse Cmpany Resurces. This will pen the translatins in the system fr Cmpany Resurces. Yu can update all f the languages r just the nes yu need. Once yu are finished entering the new name, click Update t change this fr all subunits. 35

36 Client Administratr s User Guide 11. Fllw this same prcess if yu wish t change any f the tab names. Changing the display name Cmpany Resurces at the subunit level 1. On a subunit site, select the gear icn t the right f Cmpany Resurces, 2. Select the edit icn (pencil). 3. Type the new name ver the existing name, entering any translatins by chsing the language frm the drp-dwn and entering the translated text. 4. Yu can als change yur tab names n this screen. 5. When yu are dne editing, select save in the lwer right crner f the screen/ 36

37 mycwt Client Administratr s User Guide 6. Befre the changes are final, yu need t click Save n the next screen. 7. Changes are reflected n the subunit site 8. Once yu have changed the name n ne subunit, yu can g t the Admin screen, select the Client Tp, g t the Subunits menu and chse Manage Resurces. A new bx will appear at the bttm f the screen that will allw yu t change the name fr all subunits in all supprted languages. Creating new Tabs fr Cmpany Resurces Client Admins are able t create up t a ttal f 15 tabs under the Cmpany Resurces tab. 1. On a subunit site, select the gear icn t the right f Cmpany Resurces, 2. Select the edit icn (pencil). 3. Click n + Create New Tab. This will pen up a new tab at the bttm f the list. Enter the new tab name, click OK and then click Save. This will create the tab in the Admin s chsen language. Translatins can be entered at the Client Tp Admin screen under Manage Cmpany Resurces Titles. 37

38 Client Administratr s User Guide 4. Nte: The new tab will nt appear n any site until at least ne link is added t the tab. Prpagating a link frm the client tp t all r a subset f subunits 7. Click n the Client Tp Name under the Sites tab. This will pen the Cntent and Sub Units pages (by default the Client Tp Admin site will pen with the Cntent page active). 8. Click n the Sub Units menu and select Manage Resurces frm the drp-dwn Click n the URL r Dcument link yu wuld like t appear n the subunit site/s t select it. 10. The subunit sectin will appear belw the list f articles. 11. Chse which Tab yu want t the link t appear under frm the drp-dwn n the right. 12. Yu can nw chse t:

39 mycwt Client Administratr s User Guide c. Check the bx in the tp sectin next t Subunits t select all the subunits. d. Individually select the subunits sites that shuld receive the article. 13. Select update when cmplete t make the link appear n the apprpriate subunits. Nte: Cmpany Resurces links appear n the subunit sites with the mst recently published article at the tp f the list. Yu can change the rder f the links at the subunit level nly. Frm the client tp, yu can unpublish and then republish t put the links in the right rder (last published = first displayed). Remving a link frm displaying in multiple subunit sites 8. Frm the Admin Screen, click n the Client Tp name. 9. Click n Sub Units and Manage Resurces frm the drp-dwn menu. 10. Select the link t pen up the list f subunits. 11. Select the Tab name frm the drp-dwn n the right. 39

40 Client Administratr s User Guide 12. Uncheck the individual subunits r uncheck the tp check bx and all subunits will be autmatically unchecked. 13. Select Update when finished. 14. Cnfirmatin is received. 40

41 mycwt Client Administratr s User Guide Selecting a link t display frm the Hme page f a subunit site 6. Links can be chsen fr display and rerdered by a Client Admin directly n the subunit site by selecting the gear icn t the right f Cmpany Resurces. 7. The Cmpany Resurces menu appears. Yu can chse t lk at either: a. Current Cmpany Resurces - what s currently shwing n the page. b. Resurces Library all available links which are nt yet shwn n this subunit. 8. The three lines t the left f the tab name will pen/clse the display f links. 9. The three dts t the right f the tab name allw yu t edit the tab name r remve this tab frm the subunit. 41

42 Client Administratr s User Guide 10. The up r dwn arrw n the far right f each tab name allw change the rder the tabs are displayed fr this subunit. 11. If a tab desn t yet cntain any links, the message belw will appear and the tab will nt shw n the subunit. 7. T remve a link frm display, click n Remve. (Nte: this nly remves the link frm this subunit and des nt remve it fr all subunits.) 8. T add a link t a tab, click n Resurces Library t view all available links that are nt yet displayed. Click n Add, then chse the tab where yu d like the link t appear. 42

43 mycwt Client Administratr s User Guide 12. When yu refresh the site the newly selected link will appear. Changing the display rder f a link n a subunit Hme page 5. Select the gear icn t the right f Cmpany Resurces. 6. Select the list icn t left f the link name. 7. Click n it and drag it t yur preferred lcatin. 8. Save the changes. Dcuments and Media The Dcuments and Media sectin within the Admin screen allws yu t add t yur nline library f dcuments, images, and ther file types t yur library. 1. Frm the Admin screen, click n the Client Tp name. Mve yur cursr t the Dcuments and Media sectin until the header appears. Clicking n the + sign allws yu t add a flder, shrtcut, multiple dcuments at nce r uplad a single basic dcument. 43

44 Client Administratr s User Guide 2. T add a Flder, click n the Flder ptin and name the flder (descriptin is ptinal). Click Save when yu are dne. Yu can g back t the main menu either be clicking n the left arrw next t the flder name, r by chsing Cancel. 3. T uplad multiple dcuments at nce, chse the Multiple Dcuments. A new bx will pen allwing yu t either drag/drp r select files using the brwse functin. Yu can g back t the previus screen by clicking n the left arrw next t Add Multiple Dcuments. 4. T uplad ne dcument at a time, chse the Basic Dcument link. A New Dcument menu will pen. 44

45 mycwt Client Administratr s User Guide 5. The dcument will lad in the Admin s chsen language. 6. Yu can change the default language by clicking n Change. 7. Yu can add translated dcuments by clicking n the Add Translatin buttn and chsing the apprpriate language. 45

46 Client Administratr s User Guide 8. Chse yur file and give it a title (descriptin is ptinal). 9. Yu can add tags t the dcument t help yu find it easily. 10. Click Publish when yu are finished. This will add the dcument t the Dcument Library and make it available t pst t subunits. 46