TIPS & TRICKS FOR EDITING YOUR SITE

Knowledge Base

Click here for access to the knowledge base and training videos.

Your Site's Pages

Click here to edit a page on your site. Find the page you want to edit, and click on the page name. This will work for your About page. However, most of your site's content is held in Web Apps.

Menus

Click here to edit your site's menu. The primary menu is the main menu. You can drag and drop items to move the menus around. Important, we use a seperate menu for mobile devices. If you make an edit to the primary menu, make sure to do it to the mobile menu as well.

Web Apps

Interior - Right Column - This web app holds the content on the right column of your interior pages. You can edit this content by visiting this web app.

Services-Healthcare - The Services-Healthcare Web App holds the content that is displayed on the homepage and interior pages. You can visit the Branding Objectives web app to edit. Click on the item you wish to edit. The item name is the headline, the Intro is what appears on the homepage and the list page, and the Item description is what appears on the detail page.

Services-Legal - This web app holds all the content for the Services-Legal. Click on the item you wish to edit. The item name is the headline, the Intro is what appears on the homepage and the list page, and the Item description is what appears on the detail page.

FAQs- The Team web app holds all the content on the FAQs interior page.You can visit the FAQs web app to edit. Click on the item you wish to edit. The item name is the headline.

Submitted Forms

Click here to view all submitted contact us forms. These forms are emailed to you, and they are also stored in the CRM file.

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Intranet 

How does it all work?

You have two different Secure Zones: Contractors and Management. 

Contractors displays unique contractor data, Management is where you can oversee the forms and processes. It is the same login screen for both; the system knows who has access to what information.

I have given you access to the Management zone. But just so you know, you can use our "tester" login to see what the contractor zone looks like. Use the username jackson@usablecreative.com and the password is creative.  

Contractor Portal

First, let's talk about how it works for contractors!

To add a contractor. Login to the Website Admin www.shadaconsulting.com/Admin. This is the actual back end of the website, not the management intranet view.

You will click on Site Manager > Secure Zones > Contractors. Then click on the subscribers tab. Or click here. :)

Simply enter the contractors full name and email address, and they will receive an email granting them access to the contractor intranet. 

Now you need to determine what Type of contractor they are. Still on the back end of the website, click CRM from the left menu, then search. Search for the contractor you just added. Click on their name. Now you can see their details. Click the blue edit button at the bottom. Once you do this, you will see there is a drop down for Time Card Type and Time Card Span. Select what is appropriate for this contractor. This will affect their time cards. 

Now your contractor is ready to login! From the email they received earlier, they will set up their password, and then login to the system.

Once they login they will see a screen that says Welcome to the Contractor Portal.

It has news and announcements visible, and it has the contractors name at the top right. From there, they will see the menu, and below that, they can see what "type" of contractor they are. 

From the menu at the right, they can add time cards, expense reports, monthly reports, see news and announcements and download PDFs. 

Time Cards/Expense Reports/Monthly Reports

Contractors can create new time cards, expense reports and monthly reports. They can save and continue, which is recommended. Much like saving a Word Document while you are working. They can save and close if they want to finish it later.  Then, when ready, they can submit. Once an item is submitted, they can see it but not edit it.  

News & Annoucements

Just like on the first login screen there is news and announcements for the contractors to view. 

Resources & Downloads

Here contractors can download PDFs that you provide to the team. 

Profile

Here the contractors can update their contact information, drivers license and insurance document.

 

Management Portal 

Now let's talk about how you can use this system to manage your contractors!