Family Support Guide » Administration
Administration
Custom databases and easy ways to add and manage users and portal members.
Overview
The portal has 3 administrative databases to hold information on portal members, administrative users, or site segments (catalogs).
Add and manage members and assign types, add administrators, and create new catalogs.
Key Features
Customized databases hold key information on program participants. Assign an administrator to manage assigned individuals and assign member types for a customized viewing experience. Add and manage participants and administrative users and customize the data kept on each individual.
Customized CRM
The custom CRM holds data on members, administrators, and catalogs. It's easy to add or change fields that hold data.
Add & Manage Members
Add new members individually, upload them in bulk, or use the member application for members to be added automatically.
Catalogs
The portal is segmented into catalogs to hold content or sessions. Add new catalogs from a template or create them from scratch.
Setting Up The CRM
The three databases (member, users, and catalog) come setup with custom fields. Add or remove fields to customize the data you need.
The portal offers flexible ways to add and manage participants in the family support program.
Customize the CRM
Select a Database
Select "Members", "Users" or "Catalogs", then "Setup" to customize the fields in the database.
Sections
Add a section to organize the fields, then use that section to hold custom fields.
Add Fields
Add new fields that can be text, lookup, select, text areas, date, numbers, emails or custom links.
Member Types
Add member types to restrict access to content, discussion forums, emails, etc. Assign new members to a type.
Add & Manage Participants & Administrators
Users
Add an administrative user to manage the site, manage a catalog, or manage a defined group of members.
Add Individual Members
Add program participants one at a time by entering their information into the member form. Make sure to assign them to the right member type.
Upload Members
Upload a .csv or Excel file to add a large group of individuals as members of the portal.
Application
Turn on the member application and customize it if you would like individuals to fill out a form to become members. You can approve them before they are allowed to join and log in.
