• select Add New Post

• Add the notification title in the Add Title section
• The area labeled “Type / to choose a block” is the content area of the post. For standard text, simply begin typing, copy and paste content, or use the blue + button in the upper left to add other page structures such as columns or buttons
• to right of the + button, in order:

• the edit/select button – switches between editing blocks and just being able to select and move them around
  • Undo – undoes last action
  • Redo – redoes the last undone action
  • Document Overview – shows a list view of all parts of the content area of notification, useful for directly selecting individual parts or moving sections around
• In the righthand column, make sure Post is selected at the top

• Under Category, select the checkbox beside Announcement AND the checkbox for the subgroup of announcements (Agenda Revision, Document Amendments, & Meeting) Updates)

• To preview your notification/post
  • select Save Draft in the upper righthand corner
  • click on the monitor icon to right of Save Draft and then select Preview in New Tab
• When finished, click on Publish in the upper righthand corner

begin by clicking on Meetings in the dashboard menu

• select Add New

• Add the meeting title in the Add Title section
• Enter meeting info in to the content box
• Below the content box is Content Permissions, this can be used to restrict who can see this meeting even for those logged in, specifically for board members or marketing users.

• In the righthand column
  • add the meeting date
  • select whether the meeting is visible to the public (non-logged in users)

• add supporting documents in their appropriate sections
• each document can be set to private individually

• To preview your meeting
  • select Save Draft in the upper righthand corner
  • then click on the Preview button
• When finished, click on Publish in the upper righthand corner

Adding Users

Add New User Page:

Instructions:

• begin by clicking on Users in the dashboard menu
• select Add New User
• fill out the user information

• use either the generated password or add a desired password

• keep the Send the new user an email about their account checkbox checked
  • this will also give them the option to add a new password

• select their User Role

• click on Add New user

Adding Glossary Definitions

Example:

Add New Definition Page:

Instructions:

• begin by clicking on Glossary in the dashboard menu

• select Add New

• Add the new glossary word in the Add Title section
• Enter definition in to the content box
• in the righthand column, select the letter the word will be found under

• when finished, select Publish in the upper righthand corner

Updating the Alert Bar

Example:

Options Page:

Instructions:

• begin by selecting Notification Bar under Settings in the dashboard menu

• there are two main sections, Display and Content
• most options under Display won’t be needed, but some are relevant
• the notification bar can be turned off or on using the Enabled checkbox

• the Keep Closed checkbox makes the bar stay closed on a page refresh if users click on the close button

• most changes will be done under Content
• you can change the message, what the button says, whether the button shows up, and where the button links to

• hovering over the ? next any field will give you a tooltip explanation of that function

• when finished, select Save Changes in the upper righthand corner