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Introduction to Portal Backend Guided Tour ([email protected]) BITSAA.org Backend Administration

BITSAA.org Backend Administration - Introduction to Portal Backend

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BITSAA.org Backend Administration - Introduction to Portal Backend

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Page 1: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendGuided Tour

([email protected])

BITSAA.org Backend Administration

Page 2: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Welcome aboard!Congratulations on joining the limited group of backend administrators at the BITSAA International Portal.

The backend admin has all privileges to site-wide content management, member directory management, data management, blogs and email messages etc. As you go along exercising these privileges, you will pick up more details about the same.

In the following guided tour, we attempt to familiarize you with the portal backend. You will get to know the what-is-where on the backend and what you can do with its content.

Not to mention, at any time, if you face a difficulty, you can get back to the BITSAA Technology Team. We are just an email away!

Let’s get started!

Page 3: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Login to the Backend Portal1

Description

BITSAA International’s sit is based on a CMS at the backend provided by YMC. Login to the backend with the credentials provided to you. Please note that it may be different from your credentials to login to the BITSAA portal. So do not get confused.

If you are able to see this, bingo! You now have the given privileges to administer this batch group section.

Problems

Not able to login?

Please drop a word in reply to your introductory email sent by the Tech-Team and we will fix it as soon as possible.

Page 4: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Backend Dashboard2

Description

The dashboard is the welcome (snapshot) page on the portal backend.

1. The main menu to access various sections on the backend. The actual menu might differ depending on your access level.

2. Month-wise statistics on member logins on the main BITSAA site.

3. Pending admin tasks for your notice are listed here. Click on any to take care of it as soon as possible.

4. Site-wide statistics for your reference.

5. Out of bounds – Do not change anything over here.

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Page 5: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Main Menu : Common Options Explained3

Takes you back to the welcome (snapshot) page.

Allows to manage site-wide settings like Career Centre, Custom Fields in Registration & Search, Chat Options, Email settings, Member Types, Site Menu, CSS & Notification Settings etc.

Access to Resource Manager to store images, files etc for site, Custom Forms, Custom Pages, Page Categories, File Library settings, Contact Information modifications, Page Summaries etc.

Manage Admin Accounts, Community Directory, Add/Remove/Modify Member information etc

Send/Review Bulk emails, Create/Edit email templates and footers, manage newsletters etc.

Manage and review click-backs on specific links on the site.

Bulk export Blogs, Contact Forms, Career Openings, Donations, Event Registrations, Member Data, Store Orders, Resumes/CVs submitted on the site etc from backend database.

Page 6: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Main Menu : Common Options Explained4

View/Add blog to a group or community.

Add/Edit/View an event or calendar entry for members, Create or view event registration forms for site members to fill in.

Manage contact form types, add a new contact form, View/export contact forms.

Manage groups across site, add/edit group contents, group types, group admins, blogs etc.

(if using in-built) Manage online store, process orders, add/edit product categories & products.

Add/Edit Memberships, View/Export Member Dues.

Manage forums, create/edit a forum category or add more forums to a category.

Add/approve openings, manage opening categories, Edit attributes in openings, Export CVs etc.

Manage and add news items for news page.

Manage sub-domains for the site.

Add donations, View/Export donations received.

Page 7: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Quick Search for Members5

Description

Quick Search appears on the top right corner of every single page on the portal backend.

Use the first name and/or last name of an individual to search among the member database.

Page 8: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

Modifying Member(s) Information via Search6

Description

The search results let you do common operations on the members returned for example changing the primary batch group of the member, sending an email message to the member etc.

If the search results returned contain more than one matching members, you can do the modifications for all of them in a single go!

1. Search results appear here.

2. All data entered by the member data can be viewed/edited from here.

3. You may choose to edit the primary batch group for the members or send an email to all of them from here.

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Page 9: BITSAA.org Backend Administration - Introduction to Portal Backend

Introduction to Portal BackendBITSAA.org Backend Administration

Slide Number : [email protected]

You are now good to go!From the Technology Team’s side, you now possess all the basic knowledge to exercise administrator rights on the portal backend. In case you get stuck somewhere, we are always willing to help. Drop us a line on email.

That’s all! We hope that the guided tour was helpful!