How to use CMS (Wiki, Knowledge Base)

Contents

Introduction

Each family member, association, area and even club has the possibility to set up a Mini CMS system; better known as a Mini Wiki page.
You can write different articles with information to the user of you level. e.g. Service / Fundraise Wiki, some “How to” or any other information

Note: if you cannot find the “CMS” page it may have been given a different name but should have a symbol graduate cap

Note: if you cannot find the “CMS” page and also not the graduate cap the function is maybe disabled. Go to admin area –> Settings –> (graduate cap) CMS.

Accessing the module

Open up your admin page and from the side menu click on CMS (under the category Optional modules). More about the admin menu can be found here.

All created Collections and Categories are visible here. It is also possible to add a collection and it is possible to add a category in a collection.

Add. You can add a Collection or a Category clicking on the buttons with a + inside
Edit. You can edit a Collection or a Category clicking on the little pen
Move. You can move a Collection or a Category with drag and drop using the 4 arrows sign
Delete. Well, if you need to delete the Category entirely and all it’s submissions click on the trash can. Can’t be undone
Details. You can click on the eye or on the Collection to go in the details where you will find all the articles.

Adding or editing a Collection

When you click on the + new collection you are able to add a collection, or you can edit by clicking on the little pen.

There are 3 fields and they are all mandatory to fill. first you must give a name. then you can choose an icon from 16 pages of icons. and you must set the visible and chose how can see the articles.

Adding or editing a Category

When you click on the + new category or the + on top in the collection you can add a category, or you can edit by clicking on the little pen behind the category. you are also able to edit or add category in the detail view of the collection.

There are 4 fields and they are all mandatory to fill. first you must give a name. then you can choose an icon from 16 pages of icons. and you must set the visible and chose how can see the articles. and you need to select to which Collection the article belongs to.

The Collection detail view

When clicking on the name of the collection or the little eye behind the name of the collection you can go into the detail view with all categories and articles.

Add. You can add a Category or an article clicking on the buttons with a + inside.
Edit. You can edit a Category or an article clicking on the little pen.
Move. You can move a Category or an article with drag and drop using the 4 arrows sign
Delete. Well, if you need to delete a Category or an article entirely and all it’s submissions click on the trash can. Can’t be undone
Published? You can see if an article is live and can be viewed in the member area or is still not published and can only be viewed in the admin area
Last modified? you can see when the article was last modified to keep track of changes and updates.

Adding or editing an article

When you click on the + new article or the + on top in the category you can add an article or you can edit by clicking on the little pen behind the article.

There are 3 fields that need to be filled. ARTICLE, PUBLISH and ATTACHMENTS

Name. mandatory to fill in a name of the article.
Content. mandatory to fill here with text the article content. there multiple tools you can use to fill the content.

Icon. mandatory to choose from more than 16 pages an icon.
Tag. You can add a tag if wanted this is not mandatory here. Tags are useful to categorize content.
Category. it is mandatory to choose in which collection and category this article will be added to.
Attachment. it is possible to add one or more files to the article, but this is not mandatory

How can a user access the CMS?

On the main menu of the level (association, area, club) is a new menu item called CMS. Here all the knowledge collection article that are published and if the user has viewing rights, he can see the articles and study them.

when browsing true the articles, an user can chose an article and see here on the left side a tree with the article and additional who created/last edited it and how long time ago.

CMS in the settings?

there is one more page for admin in the preference area. Here are some extra settings for the CMS, which can be set. First click on settings in the admin area and the go to OPTIONAL MODULES –> CMS

here you can set if you want that the CMS will be active. You can also change the name of CMS to another name. You can disable collections if you do not want to use the extra layer above Categories for dividing articles. View permissions can also be set if you only want the CMS to be visible for one group.

There are 2 links on this page, that will bring you to a page, where you can change Tags and where you can change Default settings (this is the default permission for viewing)