Information for Site Editors
This page is for information to assist trainers and those administering NCC in editing information on this website.
A shortcut address to get to this page is http://nwcompass.org/edit-help.
It is important to understand that there are different systems for logging into the site, which allow you to do different things:
- Legacy Login - This consists of an email address and an associated password. Use this login to adjust your membership data/newsletter subscription, or manage practice group listings, or manage training listings and associated registrations. Anyone who is in the membership/newsletter database automatically has a Legacy Login. However, an administrator (such as Doug or Bob) would need to record your status as a trainer or registrar before you would be able to manage training listings.
- Content Management System (CMS) Login - This consists of a username, which will usually be first and last name separated by a period, as in "jane.sanchez", and an associated password. Use this login to edit your trainer page, or other pages on the website. An administrator (currently Bob) would need to set up your CMS Login for you—contact n w c a d m i n AT DOMAIN nwcompass~org.
- Member Database Login - There is a separate login which allows one to administer the member database.
Once you have your CMS Login, you can login to the site by going to http://nwcompass.org/admin.
Once you have logged in, you will be presented with an administrative interface that in principle allows you to do various things. However, if you just want to make changes to an existing page, it is easiest to go back to the public site after you log in. Here are two ways to do this:
- On the administrative interface, click on the left sidebar where it says "Explorer," then on the menu that will open up to the right, click "NCC Homepage." Then, in the aqua-colored header on the top of the page, click where it says "Live" (either place where it says this) and it will take you back to the public website.
- Alternatively, go the public site how ever you ordinarily do so, e.g., by typing http://nwcompass.org in the address bar.
Once you are logged in and on the website, you will see a little wagtail bird icon in a circle near the lower right of your browser window. You can use the website normally, and when you find a page that you want to change, click the wagtail icon and select "Edit this page."
When you are done making changes to a page, you can do a number of things:
- Use the "Preview" button to see what the edited page will look like. (Note that this doesn't seem to work all the time.) This will open up a view of the page in a new browser tab. You can close that tab when you are done looking at the results (or if the preview doesn't work).
- There will be an aqua-colored button near the bottom left. Initially the button says "Save Draft", but if you click the little arrow at the right end of the button, it will offer you more choices, including "Submit for Moderation" and "Publish."
- If you select "Save Draft" your changes will be saved, but will not appear yet on the website. If you are doing a lot of work on a page, it may make sense to push "Save Draft" from time to time so you don't accidentally end up losing your work.
- If you select "Publish" your changes will be saved and will appear on the website.
- You might not have permission to "Publish", and in that case you might want to select "Submit for Moderation." This means that you want to submit the changes, but someone else will first look at the page and take the step of actually publishing it, or initiating a discussion about the changes. (We don't yet have any experience with the moderation system.)
- Once a page has been published, there is an option to "Unpublish" it. This means that the page will not appear on the website, but will be saved in the administrative interface in case someone wants to publish it again in the future.
- Note that on some browsers (e.g., Firefox), when you click this button, a dialog will pop up saying "This page is asking you to confirm that you want to leave - data you have entered may not be saved" and asking you if you want to "Stay on page" or "Leave page". If you want pushing the button to take effect, click "Leave page." (Note that this popup is meant to protect you from accidentally losing changes you have made. If it pops up at a time when you did not click the aqua button at the bottom, you may want to click "Stay on page" and assess what is going on. Perhaps press "Save draft" if you have changes you don't want to lose.)
- If you've made changes, but decided you don't want to keep those changes, you can simply leave the editing web page and to to another page, abandoning your changes.
Changes Are Permanent
When you publish changes to a page, you can't undo them without manually changing them back. Similarly, if you delete a page, there is no way to un-delete it. Often, it may make sense to "Unpublish" a page rather than deleting it.
(A history of changes to a page is actually saved in the database. However, there is currently no easy way of getting access to that historical information.)
Tabbed Editing Interface
The editing interface has several tabs at the top of the page. Usually, you will want to work on the left-most tab, which probably says "Content." However, sometimes something you want to change will appear on another tab. For example, most pages have a "Sidebar Content" tab, and content entered there will appear in a sidebar on the right hand side of the page. If you are editing a Trainer/Facilitator page, there will also be a tab labelled "Content Below." This is for content that appears below the main content. This is where the page gets set up to show a particular trainer's trainings and practice groups. Feel free to ignore the other tabs if you just want to change the main content.
Editing Content Within a Given Tab
Most of the webpage content is specified using a technology called StreamField. SteamField allows one to mix a variety of content types on a given page, including images, text, and things like automated training listings. This provides a lot of flexiblity in some ways, but will take some getting used to.
This means, for example, that when you create a new page, you can't just immediately start typing text. First, you have to add a "Text" block, and then enter text inside that block. Casual editors may not need to worry about this, because an administrator will probably have already set up a text block for you. You can simply type within that block to change the content.
The editing interface is a bit primitive in some ways. If you apply a "style" to some text (making it bold, italic, a heading, a list with numbers or "seed" points), then you can undo it immediately by pressing the "Undo" button (which looks like a counterclockwise circular arrow). However, later on, it may be difficult to remove styling.
If you have created some styling changes that you can't undo and you catch them soon enough, you may want to "abandon your changes" by leaving the edit page, then starting your editing again. (This won't help if you have already saved your changes via "Save draft.")
There are generally ways of fixing any styling problems that might occur, but you may need to seek help.
To find out more about using the administrative interface, you might want to look at Using Wagtail: an Editor's Guide.
The following is relevant only to the with an "Administrator" role.
Adding a Trainer
Go to the Trainers page. Add a "Facilitator Page" as a child page. On this page:
- Name the page with the name of the trainer
- Add a portrait (you'll likely need to upload this)
- Add a text block for the "Content for Top of Page"
- On the "Content Below" tab, add blocks for trainings, and practice groups (optional)
- When adding the trainings block, label it "Upcoming Trainings", filter it on the last name of the trainer, check "Omit if no events", select "List format" as "Summary", and for the "Event Page" choose the "Trainings" page.
- When adding a practice groups block, label it "Practice Groups", filter "Poster last name" using the name of the trainer, choose "List format" as "Complete", and for the "Practice Groups Page" choose the "Practice Groups" page.
- Normally, leave the "Sidebar Content" tab empty.
- On the "Promote" tab check "Show in menus"
- On the "Settings" tab, choose the appropriate trainer status.
- Publish the page.
In the Wagtail administrative interface, use the "Explorer" to go to the "Trainers" page. You should see a list of trainers. At the left end of the row containing headings, you should see an icon with a downward arrow and the number 1 and 9. Click this icon. The pages should shift to have the trainers be listed in alphabetical order. Drag the newly created trainer page until it appears in the correct place in this order. (This will be reflected in the order in which the trainer's name appears in the menus.)
If you don't want to let the trainer edit their own page, you can stop here. To allow the trainer to edit their content, continue.
Using the "Settings" menu, create a "Group" for the trainer. Name the group after the trainer, as in "Trainer: John Doe". Check "Can access Wagtail admin". Add a "Page Permission" for the trainer's Facilitator Page, checking Add/Edit/Publish. Add a "Document Permission" for collection "Trainer submitted content" checking Add/Edit. Add an "Image Permission" for collection "Trainer submitted content" checking Add/Edit. Click "Add Group" at the end of the form, to create the group.
Using the "Settings" menu, add a "User" for the trainer. The username should be of the form firstname.lastname. Set role to the newly created Group for this particular trainer.
Edit the trainer's Facilitator Page: on the "Settings" tab, set "User account for this facilitator" to the appropriate user account. (This will allow blog posts to include a link to contact the trainer.)
To enable the trainer to create New or Blog entries, take the following additional steps.
Add a "Child Page" to the trainer's "Facilitator Page" of type "Postings Group Page". Title the page "Blog". Then, in the "Body" add a "Heading" block with the title "John Doe: Blog" (changing the name as appropriate). Then add a "Posts" block with section heading "News Items"; uncheck category "Blog" and check category "News"; choose as "Ancestor Page" the trainer's Facilitator Page; check "Omit if no posts" and choose list format as "Compact". Add another "Posts" block with section heading "Blog Posts"; check category "Blog" and uncheck category "News"; choose as "Ancestor Page" the trainer's Facilitator Page; check "Omit if no posts" and choose list format as "Summary". Publish the page.