WEB ADMINISTRATOR INFO
Admin Access Levels:
- No administrative privileges: Select this to remove admin access for existing administrators.
- Account administrator (Full access): Grants full access to all administrative functions. Take care when granting this level of access since full admins can delete other admins and even the entire site.
- Account administrator (Read-only access): Allows viewing of nearly everything in the admin backend without being able to make any changes. See Features restricted by admin type (below) for details.
- Limited access: Provides administrative access to selected Wild Apricot modules. On Main menu, they see Use this option if you have dedicated personnel in charge of events, memberships, editing web pages, or managing donations. With this option selected, you can limit access to one of the following roles:
- Membership manager – can create new contacts, modify all existing ones
- Event manager – can create and manage all events
- Donations manager – can manage all donations
- Newsletter manager – can send and manage manual emails (e.g. newsletters)
- Online store manager – can manage products and orders in the online store
- Website editor – can modify your website pages. With this option selected, you can provide access to all pages on your site or to selected pages. When you grant access to a page, you automatically grant access to all of its child or subpages. Website editors with access to selected pages will see all pages but can only edit the ones assigned to them.
Normal Assignments: Webmaster (#2), President (#3), VP (#4.6), Others (#1).
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In Admin mode, there are two main 'views':
1. Website: "Site pages". Administrator can edit.
To get to Main menu, select House in upper-left corner.
2. Main Menu: "Personify" graphic in upper-left corner.
Dashboard, Members below in left column.
To get to Website view, select "Website" near the bottom.
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Updating Board of Members Group: (Create new group)
1. In Admin mode, select Main menu (House icon) in upper-left corner.
2. At Personify page, select Members in left column.
3. Select Groups in top row.
4. Select Board Members.
5. Select board members to be removed.
6. Select board members to be added from membership.
7. Press "Select All Changes" command button at the top.
8. To return to website, select Website in left column.
https://gethelp.wildapricot.com/en/articles/166-member-groups#screen
To save Search Results for Board of Members Group:
1. In Admin mode, click on Main menu (House icon) in upper-left
2. Select Members in left-side of page
3. Select "Advanced Search".
4. [Remove any other criteria -- if applicable]
5. Click the Add criteria link.
6. Criteria: Select "Group participation".
7. Any of: Click the check box for "Board Members".
8. Press Search. Manually scan and verify members of group.
9. Save Search as: Enter "Board 2019-20". Press SAVE
To create groups:
In Admin mode, select the Main Menu (House icon in upper-left)
1. Select MEMBERS
2. Select Advanced Search
3. Add Criteria. Create Save Search as name.
4. ???
To send email to NNN contacts:
In Administrative mode, select the Main Menu (House icon in upper-left).
1. Select MEMBERS. Review member levels and status.
2. Press "Email all members" command button
3. On Select Template page, press BASIC and select SIMPLE.
4. On "2.Design", delete "enter your message". Enter/paste your message.
5. Select "3. Preview". If not OK, select "2. Design".
If OK, press "Send a test"
Review the test email. Notice the lack of the subject.
6. Select "4. Recipients" [Can select Board members here]
a. Recipients: Review Contact List. Select.
b. Subject: Enter Subject text.
c. Reply to: Change reply to if needed.
d. Tracking: Check the check box if you want to track email opens.
7. Select "5. Review and Send". If OK, Press SEND button.
To get NNN Financial Revenue history:
In Administrative mode, select the Main menu (House icon in the upper-left).
1. Select Finances from menu on left column.
2. Select Reports from menu on the top of the page
3. Select Income, Payments, Aging receivables, Taxes or Donations.
Note: Oct 2011 is the first date that data was recorded (Income or payments).
a. Select dates and content
b. Press EXPORT TO EXCEL or EXPORT TO PDF.
To access Google Analytics for NNN
1. Get access to Google Analytics
2. Select website [See top bar right of Analytics.
Pull down menu if more than one is shown.
3. Under AUDIENCE, select OVERVIEW.
4. On far right, set Start Date and End Date.
5. Press APPLY.
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SET UP A NEW ANNUAL MEETING
Log in. Select Administrative mode.
0. Select the EVENTS tab on the far left side.
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Duplicate instructions from a prior meeting
1. View list of past meetings
2. Select most recent existing meeting
3. On far right, press the "DUPLICATE" button
4. Edit the Title and dates
5. ???
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Enter detailed instructions:
1. Select "Create new event"
2. Choose event type: Select "Advanced"
3. In Event details:
3a Enter Title
3b Enter Location
3c Enter Time zone
3d Enter Start Date and End Date
3e Enter Start Time (of 1st day) and End Time (of last day)
3f Add sessions (optional)
4. List of event registrants
5. Guest Registration
6. Enter Description
7. Enter additional event information (optional)
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Organizing files and folders on NNN website.
1. When you move a referenced file, Wild Apricot doesn't update the link
2. Create folders for new meetings, pictures and documents.
3. Do not store files in highest-level folders. They get too full.
