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Admin Panel Overview

Last updated on 7/31/2013

This video gives you a tour of the Admin Panel, highlighting the tools in the top menu bar:  All Tasks, Create New, Your Shortcuts, My Activity, and Help.

 

 Time: 6:37

 

Transcript

In this tutorial, we present an overview of the Admin Panel and look at using some of its features.

We’ll start at the login screen.

We got here by entering our website URL, followed by a forward slash and the word admin.

We’ll just enter our password and click Login and we’re in the Admin Panel.

We’re going to begin with an area of the Admin Panel called All Tasks.

The All Tasks window gives you access to all module items, arranged in lists of links. To work on a module item, just click its link.

At the top of All Tasks is the Most Used list that shows the items you use most frequently.

This list changes dynamically to reflect your work habits, so over time, this list will change.

As you move your cursor over items, you can see a little pointing finger and tool tip.

Click a link to open an item.

We’ll click on Articles.

The Articles list opens.

If you want to go to another module, just return to All Tasks.

If you change your mind, you can close the All Tasks window by clicking its close button in the upper right corner.

If you know you want to add a new item – brand new, not a cloned item – click Create New.

Create New is like a short cut to creating new items. It contains links to the items that most people create like articles and products.

When you click a link you are taken directly to a new item screen. Just complete the fields and save.

If you perform certain tasks a lot, like uploading images or modifying and creating products, you can add a shortcut to the taskbar that gives you one click access to the items.

Click on the Your Shortcuts link to get started.

If this is the first shortcut you will create, the link reads “Create Shortcuts."

A window appears that allows you to configure the shortcuts.

Scroll down to view all the shortcuts you can add – every item from All Tasks is in here.

At the very top, there is a Most Used section – this is the same list we saw in All Tasks.

To add a shortcut to the task bar, just click and drag it from the list of tasks over to the Task Bar pane.

Add more items, if you want to.

You just click and drag.

Click Save when you’re finished.

You can see your shortcuts lined up in the task bar.

If you want to modify the shortcuts on the task bar, just click on the Your Shortcuts link.

We’re going to move the Calendar Events item up.

So, we're going to click it and drag it up above the other items.

If you want to delete an item, click the X to the right of it.

Remember to save your changes when you are done.

To use a shortcut, just click it to open the item.

When you open an item’s list screen, you can see links to other related items just above the list. It’s a very convenient feature – like shortcuts.

We’re in the articles list, and just above the list are links to related items, like comments, categories, authors…

If we click on Categories, we are taken directly to the list screen.

The next feature we’ll look at is the My Activity screen.

My activity shows a history of items you’ve worked on, arranged chronologically.

It shows you which items have been modified, deleted or added.

Click an item in history to open it.

Please note that the item opens in its current state.

If you’re stuck or just need a little more information, LVSYS has multiple help options you can use.

Click the Help button to open help options.

On the left you'll find a link to the Online Help Center, the Help email and phone number, and a short form for sending a Help request.

The Online Help Center is at help.lvsys.com and it can be accessed by clicking this link.

The Help Center contains guides, videos, and articles to answer your questions and maybe help you discover some ways to make your work more efficient.

One way to find help is to enter terms in the search box. We’ll enter “upload images”.

Linked results appear on the right. Just click a link to open the article.

To the left of the article is an organized listing of all the help articles available, arranged by module or category.

Scroll to find the article you need.

We’ll click on Creating Menus in the list and instructions for creating and modifying menus displays on the right.

Now we’ll click on hosting Forms on a web page, and again, instructions appear on the right.

Our online Help center is always changing to reflect software modifications and more importantly, to address your needs.

 

 

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