User's Guide

User's Guide Topics

New User? Click here for Quick Tips

Basic Tasks

Intermediate

Power User

 

Post and Calendar Categories

Brick River uses Category Lists to populate field drop down menus and field tags.  There are two Category Lists that are commonly edited when setting up a new site: 

1. Calendar Categories - this list provides the "Calendar Tags" used to control the Events displayed on when users filter their view of the calendar.  For example - if you create an event called 'Youth Retreat' and apply the Calendar Tag "Youth" - that event will be displayed when users filter the calendar to view only "Youth" events.  You can customize Calendar Tags according the types of events scheduled for your church.
    
2. Post Categories - this list is used to classify Posts so Users can easily navigate to the different types of content on your site.  Out of the box, this list includes: Announcements, Blog Posts, Classifieds, News Resources and More, Newsletters, Photos, Sermons, and Videos.  You can add items to this list to suit your needs.  For example if both the Youth Minister and Choir Director want to blog on the site - you can create the categories "Youth Blog" and "Choir Blog"

Category Lists can be managed using the Admin menu in the Web Console.  On the Admin menu, click Categories.  A list of system categories is displayed.

To change Calendar Categories

 

From the Categories list, click Calendars.  A list of Calendar categories is displayed.

  1   Click Add New to add a new Calendar Type.  Type a Label for the Calendar. If desired add a Color and Sort By entry.  By default categories appear to users alphabetically using the Label field.  Add Sort By entries to all categories to apply a different sort order.  Abbreviations are not used for Calendar categories.

  2   Click Edit to Change the Label or other attributes of existing categories - or to deactivate (hide) or delete existing categories.

Click  to save changes.

To Change Post Categories

From the Categories list, click Post Types.  A list of Post Type categories is displayed. Use the same methods described above to apply and save changes.

** Some Post Types are critical to system processes and must not be changed or deleted.  Post Types with no  button can not be edited or deleted.

 

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Portal and Church Directory

Each Brick River website includes a private portal - a portion of the website that is only accessible to users who provide a username and password. 

To enable your website's portal:

1. On the Site Setup document, in the Functionality section, set the Enable Member's Area to:  Active.  Save this change.

A Login icon will now appear on the site menu bar.

To assign Usernames and Passwords to People:

1. On the Contacts Menu, Click People.  Click the link to open the desired profile.
2. In the Login Credentials section
   • set a Username and Password. 
   • Slide the Inactive control to 
   • Add the Posts tag to Member Portal Access
     
     
      
   • Save this change.

To access the portal:

1. On the website, click the Login link on the menu bar.
2. Enter Username and Password, click Login.

The website will display all posts that have the post type of News, Resources and More, a directory of church members, and a Logout link to exit the portal.

The Church Directory displays select information from profiles of People who are tagged to be included in the directory.  Contact information such as email and phone number can be displayed or hidden for each profile included.

To add a Person to the Church Directory:

1. On the Contacts Menu, Click People.  Click the link to open the desired profile.
2. In the Email and Phones section, add the People Tag: . 
3. In the Exclude on Directory field - add a tag for each of the information fields that should NOT be included for display in the directory.
4. Save these changes.

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Web Console Users

Brick River administrators may create a User profile for each person who needs to use the Web Console to contribute content to the website.

• Each Brick River account includes the User: Guest.  This user represents all web users who access your site without login credentials. The Guest User is not ever used for connecting to the Brick River Web Console, and should not be edited or deleted.

To Change the User Name and Password for an Existing User

Any User with Administrator privileges can change the User Name and Password for themselves and any other user. 

• Click the link to open the profile for the desired User.
• Scroll down to the User Name and Password fields.

 

• Edit the User Name and Password fields.  You must enter the new password correctly in both fields before the system will allow you to save changes.  Click  to save save changes.  Click  to return to the Users Views.
• If you have changed the credentials for your own account the Web Console will now display a User Not Authorized warning when you attempt to navigate the Web Console.  Click the Me link on the menu bar, then click Sign Out.  Log in with your new password to resume using the Web Console

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To Create a New User:

 

1. Click
2. In the new profile add the desired name and contact information.
3. Add a Username and Password - these are the credentials that will be used to log in to the web portal. 
4. Click the Active control to: Active
5. In the Permissions section, click the Is an administrator field to Yes to grant full administrative rights to the user.
6. Click  to save save changes.  Click  to return to the Users Views.

To Delete a User

 

1. Click the link to open the profile screen for the desired User.
2. Click the  button. Click Delete.
3. Confirm to complete the deletion. Or Cancel to return to the User profile screen

 

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