Add New Users

Click on the “Users” tab
Click “Add User”
Enter username
Enter password
1. At least 6 characters
2. At least 1 uppercase
3. At least 1 lowercase
4. At least 1 number or 1 non-alphanumeric character
Retype password
Enter email address
*Important for “Lost Password” feature and resetting passwords
Enter First and Last Name
Assign permissions
1. Content: Approve – ability to approve content, but not publish
2. Content: Delete – ability to delete pages
3. Content: Edit – ability to edit content and save
4. Content: Publish – ability to publish content live
5. Admin – full access to the CMS and ability to perform all functions as above
1. Link Google+ Authorship profile if desired
2. Click “Save”

Unlock a User

Click on the “Users” tab
Click “Edit” next to locked out user
Uncheck “Locked Out” flag
1. Click “Save”

Add a New Page

Click "Add"
Select “Parent Page” if creating a subpage
Select page layout if your design includes additional options
If the page will display in the menu, select “Show in Menu”
1. Assign order number to designate placement
2. Enter text if you would like the menu item to display differently than page heading
3. Enter alternate URL if the menu item will link to an external site
If your design supports header links and you would like to add the page to the header, select “Show in Header Links”
1. Assign order number to designate placement
2. Enter text if you would like the header item to display differently than page heading
If your design supports footer links and you would like to add the page to the footer, select “Show in Footer Links”
1. Assign order number to designate placement
2. Enter text if you would like the footer item to display differently than page heading
If you would like to display articles on this page select “Show articles”
1. Designate the number of articles to display
2. Select archive preference
3. Designate the article sort preference
4. Select which article categories will show on the page (*category must be created first)
Enter “Page Heading”
Type content into the “Page Content” box
1. If pasting from another source, paste as plain text
Enter “Meta Data”
If you would like to make the page invisible, uncheck “Page is Visible”
If you would like to make top menu items unclickable, uncheck “Page is Linkable”
If you would like to add a form to the page select form from dropdown (*form must already have been built in formbuilder)
“Save” will save the webpage in the backend, “Approve” will only be used if roles are assigned, “Publish” will make the page live on the front end and “Rollback” will restore last live page or last backup

Creating Articles

Click on the “Articles” tab
Click “Add”
Select the article options you would like to utilize
1. Display Article – makes article visible to front end users
2. Allow Comments – allow users to comment on articles
3. Allow Sharing – show sharing icon tool bar
4. Show 'Authored By' – show article author’s name on the front end
Enter a “Post Date”
If using articles as a calendar, enter an “Event Start Date”
Select the “Article Category” to assign article to a page
If using articles as a calendar, select “Article Tag” to assign to a filter category on the front end

Show Articles

Click “Edit” next to the page you would like to display articles on
Check off “Show Articles”
Set the number of articles you would like to display
Select archive preference
* The archive timeframes will be based on the article post dates (i.e. 30 days from 01/01/1900)
Determine how you would like the articles to be sorted
* “Start Date”is typically used for calendars and events
Select the category(s) of articles you would like to display on the page
*Categories and tags must already exist

Feature Blocks

Click “Edit” next to the page you wish to make a feature block
Check off the box marked “Featured”
*Depending on your design, the following steps and abilities may vary. Check with your Project Manager on what fields are utilized in your design.
Check off the location in which this page will appear
Enter the heading text you would like to appear on the block in “Heading”
*If this is left blank, the featured area will pull in the page heading by default
Enter in a feature block caption to the “Content” area
Select “Choose File” to add a corresponding image for the area
If there are multiple feature blocks in one section, you will want to assign an order priority

Form Builder - New Form

Click "Form Builder"
Click "Add New"
Enter a form name
Enter a Redirect URL after a form is submitted – i.e. /thank-you/
Enter “Email To” address of the person receiving a copy of the form submissions
Enter “Email From” address you want the form to appear to come from – i.e. donotreply@braveriver.com
Enter “Email Subject” that you want to appear – i.e. Website Design Request Form Submission
Enter “Email BCC” if you want someone else to be blind copied on the form submissions
Check “Email User” if you would like person submitting form to receive a confirmation
Enter “Email User From” address you want the confirmation to appear to come from – i.e. donotreply@braveriver.com
Enter “Email User Subject” that you want to appear – i.e. Thank You For Your Request
Enter “Email Header Misc. Content” that you want to appear in the body of the email confirmation
Enter “Email Footer Misc. Content” that you want to appear in the signature of the email confirmation
Check “Active” if you want to make for active to use
If you would like to change the name of the “Submit” or “Cancel” buttons enter a different name
Click “Save”

Form Builder – Add Form Fields

Complete steps in “Form Builder – Add New Form” documentation
Click “Edit” next to the form you created
Click "Add New"
Select field type
1. Text – i.e. first name, last name, address
2. Multiline Textbox – i.e. please describe, explain, comments, questions
3. Label – to label a section of questions – i.e. personal information
4. Misc Content – add a misc. content block for text without an entry field – i.e. rules, conditions
5. Date Picker – select a date from a calendar
6. Dropdown List – single select options – i.e. what is your favorite color?
7. Check Box – single check box – i.e. active
8. Check Box List – multi select options i.e. which of the following do you own
9. Radio Button List – single select options – i.e. which age group are you?
10. File Upload – allow users to attach documents or photos
Provide “field label”
Provide “placeholder” if you would like to prefill a field
If you would like to limit characters provide “length”
Check if field is required
Provide a number to sequence fields (* ideally use multiples more than 1 in case you would like to add an field in the middleof two others later on)
Click “Save”
Repeat steps 3-10 to add additional fields

For fields with options –

Follow steps 5, 8, 9 & 10 from above
Select “Edit” on the field needing options
Click “Add Option”
Enter “Option Label”
Enter “Stored Value” – how you want the value to appear in the form submission (typically the same as “Option Label”)
Enter “Sequence” number to order how the options appear (* ideally use multiples more than 1 in case you would like to add an field in the middleof two others later on)
Click “Save"
Repeat steps 3-9 to add additional options

Image Manager

Select where you would like the image to appear with in the text
Click on the “Image Manager” icon

To upload a new image – skip to step 7 if image is already uploaded
Click “Upload”
Click “Select” and browse your computer to select a file
If you would like to overwrite an existing file with the same name check the box
Click “Upload
Select image in the list
Click the lock icon and adjust the photo size as desired
Select how you would like your image to be aligned within the text
Add image border, if desired
Enter “Alt Text” to aid in Google image searches and screen readers
Set margins to give a buffer between the text and image (*10 is a good margin)
Click “Insert”

Add a Photo Gallery

Click on the “Photo Galleries” tab
Click “Add New Gallery”
Provide a “Gallery Name”
Click “Save”
Click “Add New Album” – only 1 album should be in each gallery
Provide a “Gallery Name”
Click “Save”
Click “Album Images”
Click “Upload Photos” and browse your computer and select photos
Copy and paste gallery code on content page where you would like gallery to appear

Maintain Slideshow

Click on “Slideshow” tab
If you have multiple slideshows, select the gallery you would like to add or edit
To add a new slider, click “Add Image”
To edit an existing slider, click “Edit” above the corresponding image
To add an image, click “Choose File” (if the image is too small, a warning message will appear after you click save with the minimum dimensions)
To deactivate an image, deselect “Active”
Set the order priority based on the order you would like the photos to appear
Depending on your design, enter in a caption, description and link to add the text overlay to your slide
Click “Save”

Misc Content

Select “Misc. Content”
To edit misc. content areas select “Edit” on the appropriate area
1. Footer address – edit footer address section “Quonochontaug Central Beach Fire District Charlestown, RI 02813”
2. Homepage Bottom Content Block Right – edit last content section on the homepage

Moderating Comments

Click on the “Comments” tab
Click “Approve” or “Reject”

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