1 Log In, Dashboard & Profile

Transcription

1 1 Log In, Dashboard & Profile Log In Go to Bullion website Log In screen at: Enter your Username & Password, & click Log In button. To recover your lost Password, follow onscreen instructions linked below button. For security & quality tracking, do not share your Username & Password with anyone. Dashboard In WordPress Dashboard, note key components: Admin Menu with Pages, Posts, Events, Products, Media Library, etc, Toolbar at top with Bullion website link, User Profile, Logout, Help tab, etc, At a Glance content tally, Quick Draft field, activity status of key functions, WordPress News, etc. In addition to Help tab, see Profile Hover cursor over screen name/profile icon to show Profile menu, with: Screen Name (yours), Edit My Profile link, Log Out link. Select Edit My Profile. In Profile screen, change address, dashboard color, add image or Gravatar, & more as needed. To change Password, scroll to Account Management section & click Generate Password button. Use strong Password as is, or after it populates, it s editable. Update To save changes, click Update Profile Dore Rowe 1 of 12

2 2 Edit Text on a Page (Permanent Exhibits, Welcome/homepage, About, etc) Pages Choose Pages > All Pages to view Pages list screen. Click Page Title. To find Pages, sort by date, column, pagination, or try Search Pages tool. Bullion Welcome Page is set as homepage. Pages are static, permanent content, & not listed by date (Vs Posts similar to entries in a log). Edit Page The Edit Page screen appears. Key items are: Title, Content Editor (body), Visual Tab with formatting Toolbar, Update button. Page Title & Content Editor Text Core Pages have Titles. Select Visual tab, and type in Content Editor. To add link, highlight word & click Insert/Edit Link icon on Toolbar. If you edit Page Title, you must also edit Permalink (slug portion) & related custom menu items. Kitchen Sink Click Toolbar Toggle aka Kitchen Sink icon for all formatting options. Click Paste As Text icon to strip old formatting if pasting from Word, etc Dore Rowe 2 of 12

3 3 Add/Edit Images Basic Image Types Open Edit Page screen of a Page with images. Basic image types are: Featured Image, large, via meta-box, Images, smaller, via Content Editor. Featured image appears large above Title on published webpage. Media Library Grid View Click Featured Image (or Set featured image if none). Media Library grid view opens with Attachment Details. Select image & click Set featured image button. Use Upload Files tab to add new images. There are many ways to access Media Library. From Content Editor: Click Add Media button for similar grid view, titled Insert Media. Select image & click Edit icon for Image Details, similar to Attachment Details, but with sizes, Replace button, etc. Enter Copyright credit for photographer/owner. Media Library Column View From Main Menu, choose Media > Library to show images in a sortable column view. Click Add New button. In Upload New Media screen, drop files in dotted box. Wait for processing & icon to show for each image before exiting. Or use Select Files button to browse HD folders. See Image/Media Specs & Website Style Guide at Dore Rowe 3 of 12

4 4 Add/Edit a Post (News, Galleries & Videos) Add New Post in News From Main Menu, choose Posts > Add New. Enter title, Featured Image, & text in Content Editor Visual tab. In Categories & Format metaboxes, check News & for default Standard format. Add subcategory for cross-referencing. Edit existing Posts from Main Menu > Posts > All Posts. Posts are date & time-based, categorized, & show online in dynamic views (not pages). Major Categories News Primarily text/information, Featured Image & credit, Optional images in body, News category, Standard format. Galleries Primarily Image Gallery (w/slideshow), Titles & credits, Galleries category, Gallery format. Videos Primarily YouTube video link or embed tag, Title & credit, Videos category, Video format. Add/Edit Image Gallery in Galleries In Visual tab, click Add Media button. From Media Library grid view, select Create Gallery menu item. In Visual tab, select Image Gallery to show Edit icon. Select images. Click Create a new gallery button. In next screen, set Columns to 5 & click Insert Gallery button Add YouTube in Videos From Bullion YouTube, copy video link via Share icon, or Share > Embed HTML tag. Paste into Content Editor. When not owned by Bullion, get written permission & add credit below link. Bullion YouTube URL: Dore Rowe 4 of 12

5 5 Add/Edit an Event Add New Event From Main Menu, choose Events > Add New. In Add New Event screen, enter Title, Featured Image, & brief text in Content Editor Visual tab. After saving, or publishing, screen updates to Edit Event. To edit existing Events, choose Main Menu > Events to show list in sortable columns, & click Event title. Event Categories Scroll to Event Categories meta-box. Choose category. Add subcategory if cross-referencing; use sparingly. Event Details Scroll to The Events Calendar meta-box. Time & Date Click in Start Date & End Date fields for date-picker, Choose hour, minutes & am/pm in drop menus. Location Choose 'Bullion Plaza for Venue in drop menu; Adds preset contact info, address & Google map. Event Cost w/label Enter 0 (zero) to display Free label, OR: Enter dollar amount. Scroll to Custom Fields meta-box. Admission Custom Label Choose admission in Name drop menu, Enter Donation OR example Coupon Code in Value field, Click Add Custom Field button. The Events Calendar free plugin has RSVP & more. Integration with Eventbrite & Facebook in Pro Dore Rowe 5 of 12

6 6 Add/Edit a Product Add New Product From Main Menu, choose Products > Add Product. In Add New Product screen, enter Title & Featured Image. In Visual tab, Content Editor, enter brief description. After saving, or publishing, screen updates to Edit Product. To edit existing Products, choose Main Menu > Products to show list in sortable columns. Click Product title. Product Categories Scroll to Product Categories meta-box. Choose category. Add subcategory if cross-referencing; use sparingly. Product Data Scroll to Product Data metabox. In Product Type drop menu, select Simple Product. Set the following, as needed: General tab In Regular Price field, enter amount or 0 (zero); OK if blank for Product Catalog w/out prices, per proper plugin settings. Inventory tab Check Manage stock, Enter Stock Qty number, Set Allow Backorder, Set Stock status. WooCommerce free plugin has many more useful options. Additional capability in Pro extensions Dore Rowe 6 of 12

7 7 Image/Media Specs Purpose Bullion website image & media specifications are only guidelines intended to assist in quality & consistency throughout content. With updates & prior notice, specs may be revised. Image Compression Use JPG image files. Upload reasonably compressed JPGs to website Media Library & insert in Pages & Posts via Dashboard. Then identify & download resulting new thumbnails on homepage. Re-compress via TinyJPG & overwrite w/same name via sftp: drag/drop JPGs & download via icons. Suggestion: keep JPGs in Before TinyJPG & After TinyJPG folders; no renaming sftp files. Note: layout-based images may require PNG, such as w/transparency; used sparingly per size. Image Details (includes Meta info) Name image files using Title Case BEFORE uploading. Names display w/out extension in Image Gallery slideshows. Avoid camera file names. A Fine File Name.jpg (Not DSC-123.JPG ) Featured Image for Page (Permanent Exhibits, Welcome, About, etc) Full thumbnail size in Media Library for core Pages (aka Scope format). Use Full template on Tips page to compose BEFORE initial upload. 1038x442px Featured Image for Post (News, Galleries & Videos) Large thumbnail size created automatically. If re-compose needed, download thumb, copy/paste from orig, flatten & overwrite via sftp. 672x372px preferred, 672x672px Max Content Editor Images in Body Medium thumbnail size created automatically. Located in Content Editor, Visual tab, within body text of Page or Post. 500x277px preferred, 500x500px Max Small & Tiny Images in Lists Small & Tiny thumbnail sizes created automatically. Small shown on core summary Page lists. Shown in lists, such as Events in sidebar. 150x150px, 75x75px Event & Product Images For Featured Image & Content Editor body images, use Medium size or smaller (per Content Editor Images in Body ). 500x500px Max Video Upload videos via Bullion YouTube channel. Thumbnails & compression are automatic. Website content uses link or embed tag to display video. MP4, MOV, AVI, etc; 2GB/10min Max Bullion YouTube URL: Basic YouTube Specs: Dore Rowe 7 of 12