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Introduction to Editing

Video coming soon...

Open an Item Ready for Editing

  1. Login to your Website Admin
  2. Select the module (eg Pages, News or Products) you wish to edit
  3. Double click the item you wish to edit
  4. You will now see the Editor Tab open and Load
  5. The Editor contains three main sections: Metadata, Linked Items and the Content Area, more information about each section is listed below.

Metadata Section

The metadata contains the information about the item you are editing. For pages this would be the title, summary, titlebar, etc. More information about these can be found on our Metadata Help Page

In the Top bar, there is a link to get Help, then a Settings Menu, and the Sign Out button to log you out of the Admin Area.

The settings menu contains the configurable options for the site. These include:

  • Site Settings - Configures site wide settings like Default Email Address, Company contact info, Favicon, Geo-Sitemap, and more.
  • Analytics & Tag Manager - Update your Google Analytics & Google Tag Manager Tracking ID.
  • Theme Configuration - Allows changing of theme colours, fonts and sizes, and updating the base panel & button styles.

Left Navigation Pane

At the top or the left navigation pane, you will see your logo or the Udo Logo if no logo has been setup.

Below your logo is the Folder selection. This allows you to switch into different folders, create new folders, and manage the permissions within each folder. Folders can be used to run multiple websites from a single admin area, or provide secure areas on your website (Eg. members portal, intranet, etc)

Below the folder selection, the module types are shown. This allows you to see your products, pages, users, and more. Whatever you select from this menu, will fill the main area with a list of that type of content. The Dashboard is an exception to this, it will replace the lists with your site dashboard.

Site Dashboard

The dashboard shows a summary of the visitors to your website.

By default, the graphs display the numer of visits to your website in last month. A visit is classed as a person who has viewed one or more pages on your site, these are broken down by device type (Mobile, Tablet and Desktop). On the top right there is a menu where you can change what your viewing. Other options include:

  • Page Views - No of pages viewed
  • Bandwidth - No of Megabytes of data sent to site visitors
  • Returning - Comparison between new and returning visitors
  • Bounced - Breakdown of the no of bounced visitors (A bounced visitor is someone who does not look at more than one page on your website)

This dashboard allows you to get an idea of what is happening on your website very quickly. You can easily see what times of the day and days of the month are more popular.

Main Admin List Area

When you first Login to your Admin area, you will see the dashboard in the main area, once you choose a module from the left, all of the items from that module will list in this area.

Once you are viewing a list, you will see a Toolbar across the top of the area. Some of these functions work on the selected items. You can select multiple items by Shift clicking to select a range, or Ctrl (Command on Mac) clicking multiple individual items. The basic functions provided are as follows:

  • Create - Create a new item from this module (eg New User, Page, News Post, etc)
  • Edit - This will open the selected items for editing. (It will be disabled (greyed out) until you select something in the list)
  • Delete - This will delete the selected items.
  • Import - The import menu, give you the ability to import CSV and Excel files into your system.
  • Export - Export items from the current module to a CSV File
  • Enable/Disable - Quicky enable or disable the selected items
  • View Menu - Change between List View and Extended List view. The extended list view provides more information (eg. In the emails module it shows delivery statistics)
  • Search Box - Enter terms into this box to quickly search the current module.

Hint:
Those items that appear faded out have been disabled, and are only viewable to the site administrators, and not to your visitors.

Editor Window & Tabs

Once you have created or edited an item, you will see an overlay appear, on the site of that overlay, you will see a small coloured box, with the title of the item you are editing. Clicking this for the active editor will cause this to minimise to the right, so you can see whats underneath. If more than one editor is open, you can switch between them using this.

On the main editor overlay, at the top there are some functions which are consistent between most items that are editable. On the top left there is is the follow buttons:

  • Red X Button - Close the current item without saving your changes
  • Grey Arrows Button - Toggle the editor as full-width
  • Gray Right Arrow Button - Minimise the editor, so you can use the lists below.

And on the top right, there are two additional buttons:

  • Blue Save + Duplicate Button - Make a copy of this item.
  • Green Go Live - Save the changes and make them 'Live'.


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