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Edlio Admin Site Refresher Course

Added Sep 09, 2016 •

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Brush up on your Edlio website editing and management skills.

Show Transcript

So what would be what we will be doing today? a refresher training so those of you who are Continuously updating your site you seen some of this. This will look definitely familiar to I'm some of you, and there are some of you who the dashboard platform in. The models that will be moving in and out of manglik very new to you and also we've made some recent updates lately, so this is. Give me exciting so that will be able to get everyone up to speed with all of the new features that you can put into place. So once you all have signed in using your administrative links. It's going to bring you, too. Dashboard as you know and all of the modules that you have access to on your dashboard or according to the privileges that you've been given when your account was initially. So some of you may have website administrator privileges, and then some of you may have. Teacher couldn't just work sample. So the first thing that I do want to do is walk you through a couple of things. The top black bar that you see on your screen again your notification center. This is mainly for all things as well. So we're definitely going to keep you. Up to speed with all of the new changes or all of the updates you're also going to find again the recordings listed here, so you'll definitely be able to share. Content with not just your admin team, but maybe you want to share the content with your teachers staff.  but also your teeth House and your dishing all staff have notifications as well, so the updates that they would see here would be specific. to that staff  and then we have our help drop down menu so again. This is where you would go to app. For health center, or to make your technical support tickets or call into technical support. I'm going to go through the health center for this is actually a site that we just read. So you are going to fine.  A more extended overview here, I'm compared to what you are used to. What site administrators there is all help topics here for you also the website menace trader button which will definitely? If you hey Margie variety of options to choose from but for example the teachers. There is a beginner. Station for you where you would be able to access a sub menu here. So there are a variety of options which will off. Screenshot play-By-play, we definitely recommend that you use your help center as often as you can again. You'll be able to find. variety of listed options in that sub menu in addition to the help center. We have Neil support, so a lot of you are very familiar with either submitting technical support tickets or calling into technical support. What's your tickets have been submitted to technical support you will receive an email that you know letting you know that the process has been completed. Technical support maybe asking a few questions, but that email goes directly to your school email address that is been set up on your account. Was created again those of you who would like to call into technical support. There is a toll free number listed here for you, the hours that you see listed. The left of that phone number you're able to call technical support between those hours, and if it is specifically set up for your time. So what we want to do first is actually get started in the account drop down menu. I'm going to click on. So this is where you would update all of the details that your parents and your students would see in your staff directory. So some of you may see that under your about drop down menu or some like you have specific areas where your staff directory is located on your site. What we're going to do is start to update the basic information, so that could be your photo. Could be the first and last name or your position the send email option. this does not Your email address. I know that was a concern for a few people, but I'm starting off the email address is not shown it to the parents once. You submit this email address and the teacher reply to the email. That's what they will then see the email address of that teacher. See subscribe option is also listed with Anna profile in this allows the parent to complete the field that you see what? subscribe to the teachers page that way they can stay up to date with any changes that I've been made to that teacher page whether it's Media or Hey, dude. It's also an option at to subscribe to the classes an assignment, and we'll cover that option shortly. So to update the profile let me see here.  Again, that's under the account to drop down menu you're going to come profile. Now for those of you who has the option of updating your password there's a change password option here, and then there's a photo. There's a pencil in the bottom right hand corner. Just click that pencil and drag and drop your new photo here. Once your new photo is added.  Crockin save and then you're good to go here. now by clicking edit your profile again this allows you to update the Contact information that was listed in your profile whether it's your first and last name your title your position or any additional information that you would like to add. No, I do want to know something here the username cannot be changed by any teacher or regular staff of the set up a new user. Only your super Admin can change your loser day.  Mexican additional information is where you Maybe you know the schools contact information or some of you would like to include an extension you do have that option here. Once you have made all of those changes to your profile, and you have saved it. To see those changes reflected on your teacher page because once you click. What refresh your screen rather and you will see those changes updated to your profile? Yeah, I was kind of a profile being updated there a few things that some of you may need to update or some of your ad. The first time for example, I'm going to be using this hamburger menu to the left under plan your calendars there is an option for those of. do not know there is an option for you to integrate Google calendars for those of you who use Google calendars of a Master Google calendar for District school you can integrate that here so to do that. You're going to click the hamburger menu and go to site management. and click on you're saying and your settings you want to click on the events tab. under the events Tab Now that's a set up Google calendar. That's where you would start the integration process once you have started that process. on your home page those events will start to populate here and your users.  We'll see. the calendar events listed in your calendar area  one thing that I do want to point out when the counter to that can be. Very important and useful to your parents.  Is the subscribe option so once your parents or students click subscribe? There are a few options here for them to.  Put use for example. Let's say. I'm a parent and I use. Calendars I can sync my google calendar with the school or the district calendar. So that way any changes that are made? Backpage  they will update the personal calendar mediate lee. They're also categories here, and I know there were a few questions on setting up additional categories now keep in mind. You can have as many categories. Ashley would like to set up here. Just give technical support a call and give them the names or you can submit a ticket let them know the names of the additional calendar that you would like set up here. Example some of you may need a pTa calendar, or you sing Connetix calendar here. You may have a variety of calendars to add again. Just either give tech. Or call or submitted ticket and they will add those categories for you once those categories has been added you will then be able to maintain those calendars and your pair? How can actually see here that the calendars are color coded so they can choose out of these various calendars that have been listed? the other option to consider here under the plan Are your facility know some of you were actually seeing this for the first time and some of you have seen it, but haven't actually played around with it at all. Allow you to add multiple bones or spaces that you have available for reservation. I put on the district level or within your individual sites. So you would at this facility name description hours of operation the reservation info terms and conditions and if you would. To allow the public to reserve certain areas you would need to check off except reservations to public site otherwise this will. Remain as an internal action for your staff.  You will also need to include a facility manager. that way  when your parents login, I'm sorry when your staff logged in. They'll be able. Examples at the gym is available on Friday during the specific hours of operation. I would like to reserve that space. They will then submit that request to the facility manager. If it's been approved it will be added to the calendar. That is solely used. What's up g? It's not connected to your general calendar in there aren't any additional features as of yet your staff would be able to see. It approved or what spending when that calendar so again just keep in mind once your facilities are added your staff will be able to. Submit a request to reserve that facility and for those of you who would like to use this on the public site. What you have out of the details remember to check off accept reservations the public site that way your users will be able to reserve this on the front end of your site. No, I wouldn't means one to the announced model and let's go to news and alerts. Now what your news and alert? you have your There's an announcement section if you will and it will list all of your active news and those news articles. Either disabled or deleted will be live on your site, so you'll see so many on for example this particular landing. And then towards the bottom you'll see page 123 so on and so forth so if you changes have been made here, and I want to walk you through those changes. For example when you were at in your name of course you're adding your headline. Your short summary would serve as a short preview on your home page that. Your users know what this particular news item is about. underneath that you have three options You can as content there's some formatting options for you to put to use a lot of you have. Also had questions about adding videos to the section and you can do so by using the source code. Or let's say for example. You have a flyer that you would prefer to use just dragon drop that flier here. 4 if you would like to redirect to another website or joy page within your You can add that you are a below now. Just keep in mind that you can only use one of these three options at a time. So dear. I'm just going to copy and paste.  Text inside of the content option. This ability using an outside source you can state that source below. And if you would like to attach a photo. Miss news item just click upload and dragon drop that photo below. Now what's the photo has been added you can? One of the different one of the changes that you made here is.  What's the photo has been uploaded it's automatically? Highlight it as a featured photo. Which means it's automatically going to show on your homepage.  some of you are adding news items with What did the mail on the home page you would prefer to be on that landing page when they click title just go ahead and check the photo? Otherwise just go ahead and leave your photo checked, and you're good to go here.  And then you have delivery options so you can. Schedule your news which would be very convenient for most of you because I know some of you have multiple responsibilities, so this would definitely help in a way. When you can you know create as many news items that you'd like and instead of publishing them right away, you can go ahead and say I want this posted on a specific. date at a specific time and I would like it to expire on a specific date and a specific time if not you can just leave it as is and Now here. We just adding news.  so once you go back to the list of You can see what's actually on your homepage by the screen homepage text. So when I go back to the home page and refresh I should. changes reflected here now also with that. What you mouse over your active means you're going to see what extra option at the bottom and that's an ounce so this. Allows you to use other adjustments here for example. If I go to the announced. I'm going to have social media manager in homepage alert the other options that you see listed here are very much available if you would like to. This church definitely let us know and then we will get these features added to the site. You can either contact technical support, or bye.  contacting accounting  so I want to walk you through. Homepage alert option now for those of you who haven't put this to use this yet this serves as a hawk alert that your user sing when they initially. Your site they have to acknowledge the homepage alert prior to moving on and you would created as if you're adding regular days, so just click admin. and of course he would just be in your details below so this can say something like  no school. Again you were just add a short summary the serves as a preview on your home page. Tiger text your file, or if you are L. Just going to add a photo below. So again just dragon drop. And instead of adding your delivery options here just go ahead and say. Once you have saved. There's a homepage alert options here quick homepage alert and the only thing that needs to be adjusted here is a time for the alert to expire. So let's say for example. We want this to expire on Sunday at.  12 16 a.m..  Post our homepage alert is now turned on for 24 hours. when I go back to the home page and refresh  he's your homepage alert.  So again the way in which you would. Homepage alert looks like we different, but the way you had set it up is or add the details weather is the same exact way. Now one thing that I do want to know with your homepage alerts you can schedule or set a time for them to. Added to the site however you're only going to see one alert at a time. someone who had also use the  option to change the order of your news your alert. Remain at the top of the list I can't dragon drop the change the order. I want to go on to Pages. now in pages there has been A little confusion about what's the pages have been added where those pages actually exist so just to clear one? here  the pages and site navigation are not one in the same. They're not connected so what you would need to do first is. Your contact once your concert has been added you would need to make it to start navigation so all of the pages that we see here can for the most part the edit. Screw your pages Michael. We're dumping the mission statement. if I were to make changes to the missing second Hey once in the pages marker you have various categories listed here. If you things to know before we actually fine. Mission statement page if you can add as many sections or as many pages as you like under those sections. Under certain department for example you may need to add to the list just click add section. Exception again you can add as many pages under that section as you'd like.  Now once your sections have been added. You have your 3 up your three buttons 3. Excuse me to the left you can edit on published? So one thing that I do want to point out about the on published option is as you are creating multiple pages even on a teacher. Because they do have the option to create as many pages as they would like what a teacher pages some of those changes you may not find useful for temple at the beginning of the school. You may only need those pages towards the end of the school year if that is the case you can I'm publish.  those pages that the pages are not live on your site, and it remains here in the back in for you, so whenever you're ready to publish this page and attitude your navigation bar for For the teachers want to publish his page and have it added to their sub menu just click published. So whether you are publishing pay? Four sections, you would go through the same process. Now again, I'm wanting to update the mission statement page, so under Miscellaneous a lot of you.  will find your  navigate navigation options listed under Miscellaneous.  So if that is the case for you you would find that. Chicken or maybe that you're wanting to update, and we'll find a list of those pages there for example our mission statement pain is under the about. Drop down menu  so here's our about drop down menu and the pages are listed here. the pages that you're going to find under about for example or any section that you're under the pages should mirror the Hey, Jace.  Hey mets up menu on that actual page. So they're going to be reach other that's where the way that you can fill that you're in the right. Anytime you want to change the order of these pages these 6. That you see here to the left 11 to drag and drop it. Logan a few things that you can make your by clicking those 3 docs to the right? Who is mother new Options that some of you have seen lately so for example? Let's say I created a page. Section, but I needed in another category or another section.  Just click Moon.  Fusion Category She new section once you click move that page will then transition to that area. You also have the new one public site in the page history options, but again.  You're a less you've been given. Just to this area or you are an admin you will not see a lot of the options that are listed in the pages section that. now due pages at the teachers have access to our specifically for teacher pages again unless they've been given those additional coverages when the account with a create  adding a page when you click add page you have your teacher pages with. hello in a lot of you find used for the feature pages when you are setting up for example your athletics department, and you're setting up your Skee ball pages, and you have photo albums of videos specifically of the basketball team you can add those photos or videos there. Who want to set up staff specifically for that department and have your future pages to utilize here as well?  now for those of Cool. Don't necessarily have content to build pages, but you do have links to redirector users to just click link to another page. Georgia Title Below in Edgar you Now there are one of two options for you to choose from blow open as a new tab or this page can actually open in the same. and save  this link will now be added to the sub with you that you see to the right. Or if you're wanting to just add a page using the blank page option. Just a couple of changes that have been made here that I do want to cover with you. So let's say well first off. We have the impala some publish options that ucs to hear it. Actions button here, so you're able to save this page onto your desktop. If you'd like now once content has been added you're going to see a few more options listed here for example your you have  I'm specific page options like you can make you can customize the url for this page if you would like.  but this you have 5 pennisi choose from  That is that we actually change the subject that you see. To the right of the page in this case. So for example if I'm creating a new page, and I prefer not to have the site title at all I can chew. web page  if I want that new one the west  choose the left and of course. I'll be listed on the right side. Keeping in mind. You still have the options to that text photos in files in the center of the page. And on the right side of the page and you can add as many of these blocks as you need. Now with your with watching the pages.  One thing that I do want to know here. this is  specifically for when you are setting up your first teacher page. Using the full with paige would remove if this is used as your first page this would remove the profile. from your page  so you I wouldn't necessarily recommend that you use the full with as your first page option because you're one. Give your parents or allow them to be able to contact you using your profile. So if you using a fool with page that profile will not show on your page definitely. Keep that in mind. You want to either use the left or right options? Want to cover before we move on some pages is the embed option because a lot of you are definitely finding this useful in some. You just you don't need a brief walk through of how to in bed for a couple videos on your pages, so to do this you want to click content. Once you click conference. There is on the table of the formatting options of course cold button. quick that button and we're going to use a video from YouTube once you find your cher and then in bed The highlighted code that you see here. Just copy that cold.  And paste it in the source Code field. Click okay, and your video is now added to your page.  so Some of you have you don't heard me mention this before doing trainings, but I would definitely encourage you to in bed versus using link so for example. If I would have just The link to one of my pages to you too, and your users click that link it's going to redirect them to you too and again that in itself can be a distraction. I would definitely encourage you to in bed the video because what they what they could play this video played directly on this page. It's hosted here. So I'm just going to save this page as is. What's this pages been added again? We're under the about section so now this page is added to the list of pages. Which is also be reflected in. So again although this pages out of the sub menu. Not going to be automatically added to site navigation. So that's actually what I want to cover next so in that hamburger menu. Jeju site navigation to go to go to site management insight navigation. So just to be clear anytime he wants to make any adjustments to your Down menus, you're always going to do that under site navigation.  A couple of new changes here that you all noticed one of the main. Is that you can now edit the title of your menu?  You go to the main page. So you could see what I mean by that so we've You need to and you have the privileges here if you ever need to edit the titles of any of your menu. So that would be about admissions academic, so on and so forth. You can click the edit button. Update the text. also one of the things that I'm over the questions that you had about  how This is link some of you may want to for example be able to click about and be redirected to a specific landing. If that is the case you would just use the link to a auction, so that would be maybe your section page and by clicking section page. To see a list of your static pages here. if you wanted to redirect your url again Url and add the Link below house fire course you would drag and drop that file here and of course your feature page. Also get a list of those future pages still up. Once you've made your adjustments. Just click done. Can you get you got here a couple of reminders here before we move one from site navigation if any of you or wanting to change the order dragons? And it's not restricted to just this one menus. You can dragon drop it to any of your other menus. And if you are wanting to delete any of the option from the menu unless it's a url you are not. The content remember the content still exists your dress for moving this option from the medium.  Once you're done making all of your changes. Click apply changes to my website and again refresh your home page, and you'll be able to see those changes reflected on your homepage. So let's actually stay inside management and now I want to go over users and staff. a few things to know here some of you may need to clean up your users and staff you're going to find in your notifications. Recording a spring cleaning recording, and I'm definitely walking you through you know how to clean up your site would you give a prepare you for the new school year? So don't if you have not done. So yet if you have then your website administrator, and you have some users who making transfer it to another school or you know they are. Not at that location anymore. You can click on that particular user, and there's a delete user option in the top right corner. As you know is there other things that will other options that the website administrators have on his page for example if you're wanting. Update your staff photos for them. There's a pencil in the bottom right hand corner.  dragon Drop That's all don't hear.  same thing as we did you know signing in initialing, but again just to let the avenues know you do have the ability to edit the I'm staff.  Photos and Pages you're going to see other options pages albums wings in audio and this will direct you to. She just angel that staff members page.  If you want to send them an email password reset link if they have forgot. Password you can click this button is going to send them an email to their school email address that is been listed. if you want to make any changes to the privileges Maybe give them editing privileges to other areas.  Click edit profile, and you'll have the list of the department. Yes, Richard pages all of those options will be listed you on his page a few things that I do want to know.  in order for your staff Show in your staff directory your user type has to be selected if you leave the user type of checked your users will not show. So what I mean by that is under staff directory. If there are certain teachers that may be missing from your staff directory, or you know he's out of there. And again, they're not showing under a specific area again. They have to be added.  I'm sorry this music. I pass baby so like. Now after you have select the use of typing will be populated to your staff directory and wants you to scroll down and you'll be able to either, Mr. Mister. We're headed access one thing. I want to know here listening and Esta actually. puts them in that specific Department so for example if this is a science teacher. I'm going to click staff here that way. They're popular into that department. It was that a step in the science department. Now if I want to get this teacher additional permitted to this science department that way they. This content you at the school year keep in mind. This is in addition to their teacher page, so clicking edit access your does not give them access. They change your page your setting up the account and selecting the user type of teacher that gives an access to a teacher page clicking edit access here. Give them privileges to this science department contact. If you do not want them to have additional privileges you can just select staff here. They listed in that department. Then you're good to go now for those of you setting up website administrator account one thing. I want to be clear about there is. This is Super admin account for tonight.  So even on a district level for example you may have a soup. I'm at the district level and then per site you're going to have a super admin there as well.  now there is only one super admin per site that Admin 10 create other website administrators gold what site administrators cannot create or the website administrators, but they do. Additional positions throughout the site that's the only difference. They do have all access. That's just the one thing that they cannot do create other website administrators other than that. I love your website administrator will be listed in the first half of music and staff page your regular users who have individual privileges will be listed for. Another thing to keep in mind. We won't we don't recommend anything over two or three website administrators just keeping in. Most people do have all access in that kid eventually be problematic. You know to mean if you have more than those two or three people. outside of the users in style with actually go The settings and one of the main things that I want to cover here well, let's go to the contact tab 1st. Please keep in mind. Hi, I had a few emails a compass this week the contact tab the email address that you see listed here.  if A contact us button or you have a email a button that allows your user. that allows your users to submit an email that you see here is just a form that. They're able to complete and submit. Maybe the general questions or concerns that email goes directly to the email address that you see listed here. if you have your school general email address  But all means you definitely remember recommend that you add that here or if you have a group of people who you prefer to receive these emails. Email address is been separated by comma and safe. If you quit more, you're going to see a class. an assignment option here those schools or district who would like to enable the Google classroom into This is where he would turn this on just quick. Yes.  and then safe that way your teachers. Able to add their Google classroom courses to the teacher pages and your students can access them from that teacher page. I want to just give you a quick idea of what that would look like once they have integrated that process. What's the classes have been added? You going to see the Google Classroom icon to the left?  The student can click that class and the only thing I need to. Where is Google Classroom?  They will be redirected to google Classroom and sign in as they normally would and access the classroom. not one the teachers and  under classes and assignment for both Using Google classroom what you need to do is click at class? and Click connect  that's going to redirect me to Google class. Even answer you know your credentials and start to update your your classrooms as you normally do select the classes that you want added to your teacher page. Go from there, so once you click connect select your classes as any specific details, and you're good to go. The community option. I want to cover form and 4th is also another training that you will find in your notifications. So if you want any more extensive overview of how forms work and what they look like on the part and and maybe you know be able to have some of your questions answered there feel free. actress that I'm training inside of your notification  So for those of you who has added form to your package you will have. The community you can build as many forms that you'd like once those forms of built they're going to have a list of those forms to the left one of the main things. Do what you cover here is how those forms or what those look like and how those forms are placed on different areas of your site? Disappointed so by clicking one of the three dots to the west. I'm sorry took a break. You are able to see all of your options wish to hear. If you want to set opening close date. It's very specific you can set your date and time there, but the share for Is actually what I want to focus on here?  Once you're ready to share your form by clicking this option. To copy this link.  And listen for example you want to add this to anyone of the drop that means this is site navigation here you may also. Add this to one of your news and this may also be useful in pages and one of the new changes that you're going to see in the future is for. And for those of you who have adam forms to your package you are going to be able to add forms within a pain, so that is going to be. Stream Lee his phone. I'm so just be on the lookout for those update soon. One thing that I do want to cover. I want to go back to classes actually. Covered in your classes are your terms a lot of teachers have been reaching out saying I can't add my class. You know I'm a little confused as to why that is because their terms are not active as a website administrator. Administrative access here in order for your teachers to be able to answer classes. Maybe before school starts for example if the term has to be current in. You can create as many times as you'd like just click create time you can enter your time made so for example. This can be 2015 17 school. Now the start date is what's important because this term will not be active or open so to speak until the start date. That is wish. So let's say for example. You know some of you had a start date your school started on august 29th. I normally encourage edmonds. You know just maybe go back a few weeks and would say school started you're going to add your start date as july 11th, because what you're telling the system is. Giving her teachers enough time to edit or add the new content prior to school starting because it's not again. It's will remain closed until then. Of course you did your end date and sayings. so again  There are some areas of your site that may need to be updated or you may need to disable. Some options more specifically in the news because you have recurring events again. There's an option for you to integrate your calendar. Google Google calendar if you would like and again that in your setting but also with regard to your teacher pages if you any questions regarding the teacher pages there is a training listed into notifications, specifically on teacher contact Also, if you have any additional questions with setting up the teacher pages or getting the teachers access to certain content by all means reach out. In the in your help drop down menu you can have those questions answered using your health center.  Or contacting testicles. Port those users who just joined us again your health center has just we lost too. So you're going to see you. Date listed here, and take a look around some of your questions will definitely be answered here again the teachers may want to start in a beginner area. Specific options to choose from in the sub menus listed here, and it's a screenshot play by play.  the last I do want to cover here.  Are your stats so admin your stats or what you will? You'll get a more extensive overview what the steps look like so the support ticket was open was closed will be nice to hear your page. So answer sites are generating more traffic. You're going to see your numbers increase in this area, so if you're wanting to swap the days out that you see here to get more specific numbers your To do that under page news is inactivity overview hear the top 5 active users. Scriber is in your class is almost here as well the google analytics option here for those of you. Who have it integrated this to your site? I would definitely. Are you to click the button here? And it's going to be directly to your help menu this will also walking to the process of setting this. And again, it's will give you a more extensive overview of what you're back in numbers. Look like you'll be able to see what your peak months were or what your loan months worth, or you know? hey, just received the most traffic and then for some of you you don't you'll have pages that didn't see as much traffic, but you felt like know that content was just as important is a And if that is the case you may want to move those pages around the areas that were more popular so again. I would definitely. Courage you to you know go in and click the find out how to integrate Google analytics button and you. For your site. This is per site for those of you who were wondering even on a district level this has to be set up per site. In order for you to get those analytics.  Outside of that I hope this refresher training has been very helpful. We have a number of resources for you to utilize in the event that you all have additional questions.  again technical support To you so that your tickets were calling to technical support and also use your help center. Thank you so much for your time again. You have additional questions. We do have Jennifer in our chat who is answering all of your questions for you? And will be more than happy to assist. Thank you so much for your time. Have a good day.

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Uploaded Jul 23, 2020. Also listed in Back-to-School
19:29 The Beginner's Guide to Building Pages [Edlio Webinar] Featured
Are you new to Edlio? Or do you want to learn how to improve your skills building Pages? This webinar is for you! In this beginner-friendly session, you'll learn how to:

- Create and update Pages
- Share content effectively
- Organize your Page Management based on your needs

We'll also cover best practices for building Pages that are both informative and engaging.
Uploaded Jun 02, 2023
30:03 [Edlio Webinar] Overview for Administrators Featured
In this Edlio, we highlight how administrators can best use their school or district’s Edlio Website. We share website tips that are easy to implement and can have a big impact on your school or district’s communication with parents and students.
Uploaded Mar 25, 2020

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Edlio Admin Site Refresher Course

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