TC Progressives Website User Guide
Publish Date: 02/06/2017
User Guide Contents
PLEASE NOTE – Your user account’s permission level might not allow access to all of the website features listed below!
The Tompkins County Progressives website protects the submission and editing of web content with WordPress User Roles. The following roles, their hierarchy, and a brief description of their permissions are:
Subscriber (Level 0) – no content submissions or editing allowed, read-only but can receive email notifications of new content or email messages from T.C. Progressives members.
Contributor (Level 1) – basic content submissions and editing allowed, can also add events and event locations to the website calendar; can receive email notifications of new content or email messages from T.C. Progressives members.
Author (Level 2) – elevated content submissions, editing, rejections, and approvals allowed; can add or edit events and event locations to the website calendar; can receive email notifications of new content or email messages from T.C. Progressives members.
Editor (Level 3) – elevated content submissions, editing, rejections, and approvals allowed; can edit Issues descriptions and subtopics, can add, edit or delete events and event locations to the website calendar; can receive email notifications of new content or email messages from T.C. Progressives members.
Administrator (Level 4) – complete site content management; can add, delete, or edit Users for website; can add new pages, menu items and plug-ins to the website.
Once a user is registered and approved, they can login from any website page.
Click on the “Log in” link under “Register/Login” in the right sidebar.
Enter your User Name or email in the top field; then enter your password in the second field. Click “Log in” and you will be able to add, edit, or delete content depending on your user role permissions.
Place a checkmark in the “Remember Me” box near the bottom of the login panel and the website will remember your User Name and Password for future logins.
If you forget your password, click on the “Lost your password?” link at the bottom of the login panel. You will be taken to a “Get New Password” panel.
Enter your Username or Email and click on “Get New Password.”
A new password will be generated, and you will be sent an email with a link that allows you to reset your password. You may accept the STRONG password that WordPress auto-generates for you (see example, below), or you may type in your own password. NOTE: Follow the password specifications at the bottom of the “Reset Password” panel to create a valid and STRONG password!
After logging in, you may edit your user profile. Click on “Profile” in the WordPress Dashboard menu.
All profile information can be edited with the exception of “Username” which cannot be changed without a WordPress Administrator creating a new profile account with a different Username.
The “User Group Form” menu link will not be visible on the website until you log in to the site with an approved account. Once it is visible click on the link to manage which issue-related user groups you wish to join.
Complete the User Group Form fields:
- First and Last names (important!)
- User Group Updates – Place a check beside the user group(s) you wish to join. If you are already a member of a user group, please re-check that box too. If you are a user-group member and the box is not checked, you will be removed from that user group. (This is not a permanent removal, but it will save you the step of resubmitting the form to rejoin the group.)
Members of the issue user groups are displayed on each issues webpage.
Emails can be sent to T.C. Progressive users or groups of users. From the WordPress Dashboard, click on “Email Users” – you may also select “Send to User(s)” or “Send to Group(s)” from the popup submenu list.
In the “Send an Email to Individual Users” form, select the Mail format. It defaults to HTML which is most common and useful, but you may also select “Text” which will allow text only with no images or media insertions.
Your name and email address (from your account profile) will be displayed as the “Sender.”
From the “Recipients” dropdown list, select the individual user(s) who will receive your email.
Each recipient will be listed individually in the Recipient field.
Enter your emails “Subject” and “Message” content.
When you are ready, click on the “Send Email” button at the bottom left of the form, and your email will be sent to the selected recipients.
All form fields work exactly the same for the “Send an Email to a Group of Users” form with the exception of the “Recipients” field.
From the dropdown list, select the group or groups of users who will receive your email.
Note: Only groups with registered members assigned to them will be displayed. Groups who have no assigned members will not be displayed for selection.
Each user group will be listed individually in the Recipients field.
The right sidebar of the website pages lists the upcoming events from the site’s calendar.
To view the full calendar, open the Events Calendar page.
A full calendar will be displayed.
1: Calendar can be switched from Month, Week, or Day view.
2: Dropdown lists allow you to select the Month and Year to be displayed.
3: You can jump to Previous or Next month.
4: Events are displayed within their calendar day box. Multiple events may be listed in one day’s box. (Event’s background color is determined by their Event Category, see #6.)
5: Today’s date will be highlighted.
6: Events are categorized when they are submitted.
There are two ways to start adding an event to the calendar. From the home page (after logging in) select “Add Event” in the WordPress toolbar at the top of your browser window.
Or, from the WordPress Dashboard, select “Add New Event” from the “My Calendar” dropdown menu.
Fill out the “Add Event” form that is displayed, specifically these fields:
- Event Title
- Event Description
- Host (optional)
- Event Category (Important! Select from the dropdown menu. The Event Category will also determine the event’s color when displayed in the calendar.)
- Date and Time fields
- If an end time is unknown, select “Hide end time” checkbox.
- Recurring fields (optional)
- Event Access checkboxes are optional
- Event Location (select a location from the dropdown list)
- If a new RECURRING location is needed see “Manage Locations” section, below; otherwise just put the one-time location details in the Event Description box.
- Special scheduling options checkboxes are optional.
- DO NOT FORGET TO CLICK THE “Save Event” BUTTON!
Clicking on “Manage Events” will open a list of events created by you only.
Event fields’ data could be updated, or the event can be deleted.
To delete a calendar event, login, and look under the “My Calendar” menu item to find “Manage Events.”
Click on “Manage Events” and locate the event to be deleted. Hover your cursor over the event title and “View | Copy | Delete” will appear. Click on “Delete.”
A confirmation message will appear under the “Manage Events” page title. Click on the “Delete…” button to confirm the deletion, and the even will be removed from the calendar.
If an event location will be used on a recurring basis, it is helpful to create a new location that will be presented in the “Add New Event” dropdown menu. This will prevent having to retype the location’s information for each event.
To add a location, click on “Locations” in the dropdown menu below “Add Event” in the WordPress toolbar, or click on “Manage Locations” in the menu list below “My Calendar” in the WordPress Dashboard view.
Fill in the “Location Editor” fields, including:
- Name of Location
- Location Address fields
- Location Contact Information fields (optional)
- Location Accessibility checkboxes (optional)
- Initial Zoom (for the location’s map that can be displayed by users)
- Latitude and Longitude fields (optional – if address is not available)
Existing locations can be edited for accuracy or deleted. If deleted, the locations will disappear from the “Add Event” dropdown list of locations.
WordPress Discussions are used to provide threaded discussion sessions on one of the Tompkins County Progressives’ issues or candidates. The “Start New Discussion” menu link will not be visible on the website until you log in to the site with an approved account. Once it is visible click on the link to start a new discussion.
Complete the Discussion fields:
- Title – Make the title short, but descriptive of the topic. There is no need to repeat the issue-category title because the discussion has a “Category” field that should be used to display the discussion in the right web page.
- Content – The content field can contain text, hyperlinks, and graphics. Only pertinent information to the discussion should be entered in this field.
- Category – Select the correct issue category for the discussion. If “None” or “Uncategorized” are selected, the discussion will not be displayed on the website. This can be corrected easily by editing your discussion and selecting the correct category.
- Tags – Optional. Tags may help with website searches.
Users may reply to the discussion, and their replies will be kept within the WordPress thread for that discussion.
Issue Discussions can be viewed in two ways. Clicking on the Discussion button on each Issue’s description page opens the Discussion list.
Also, clicking on the issue’s link in the website’s Discussions page opens the Issues’ Discussion list.
The issue’s Discussion list will be displayed. From the list click on a discussion thread to view or comment on the discussion thread. (Since the site is new, the example, below, is a test Discussion thread only.)
Issue Resources can be viewed in two ways. Clicking on the Resources button on each Issue’s description page opens the Resources page.
Also, clicking on the issue’s link in the website’s Resources page opens the Issues’ Resources list.
Since the site is new, there are no Links or Documents Resources to display, but they will be shown in two columns for each issue.
To create a new link for an issue, click on the “Create New Links” button on the Resources page for that issue.
This opens a generic “Add New Link” form that needs to be completed.
- The first field is for the link text that will be displayed on the website.
- Web Address – The full http:// or https:// address for the link to jump to.
- Description – Optional description of the link’s source and content.
- Link Categories – IMPORTANT – in the right sidebar beside the Description field, place a check beside each category that the hyperlink supports. AT LEAST ONE CATEGORY MUST BE CHOSEN!
- Link Target – IMPORTANT – select “_blank” so that the link will open a new browser tab for the link’s source.
- Save a Draft or Publish for Review – use one of these buttons in the right sidebar to save or publish the hyperlink. The link must be reviewed and approved for inclusion in the website. This is a quality-control mechanism to ensure that only pertinent and helpful link resources are published to the site.
Once the link has been approved, it will be displayed on the issue-category’s Resources page.
To upload a new document for an issue, click on the “Upload Documents” button on the Resources page for that issue.
The “Upload Document Resources” form will be displayed. Click on the “+Add Files” button.
Browse to the document file you want to upload. Select the file and click on the “Open” button.
The selected file will be added to the Upload Document Resources form. Click on “Upload File(s)” button.
The file will be uploaded for the issue category and will disappear from the form. A link to open/download the document will appear on the issue-category’s Resources page.