Difference between revisions of "ProDon:Back office 5.0.3"
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{{Header_TOC}}<br> | {{Header_TOC}}<br> | ||
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== Creating a LogiZone account == | == Creating a LogiZone account == | ||
− | A LogiZone account is a profile which once the access given will allow to | + | A LogiZone account is a profile which once the access given will allow to log in to the back office. |
To create a LogiZone account, go to the back office. | To create a LogiZone account, go to the back office. | ||
− | To do so, go to the "Web form management". | + | To do so, go to the "[[File:Web form button.png]] Web form management". |
{| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="20%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | Click on the "Configuration" menu, then select the "[[File:Web button | + | | colspan="2" | Click on the "Configuration" menu, then select the "[[File:Web form button.png]] Web Forms". |
|- | |- | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | After clicking on "[[File:Web button | + | | colspan="2" | After clicking on "[[File:Web form button.png]] Web Forms", this window will open. |
|- | |- | ||
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{| class="wikitable" | {| class="wikitable" | ||
− | |Once this window is | + | |Once this window is open, select the button [[File:Web form production button.png]] and select "Display the theme configuration page". |
|- | |- | ||
− | |[[ | + | |[[File:ProDon5 BackOffice_5.0.3 003.png]] |
|} | |} | ||
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{| class="wikitable" width="20%" | {| class="wikitable" width="20%" | ||
− | | colspan="2" | Once on the page to the back office, the user will have to create their LogiZone account | + | | colspan="2" | Once on the page to the back office, the user will have to create their LogiZone account if they do not have one. |
|- | |- | ||
− | | colspan="2" |[[ | + | | colspan="2" |[[File:ProDon5 BackOffice_5.0.3 004.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
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− | To do so, one must go to the "Web form management". | + | To do so, one must go to the "[[File:Web form button.png]] Web form management". |
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | Click on the "Configuration" menu, then select "[[ | + | | colspan="2" | Click on the "Configuration" menu, then select "[[File:Web form button.png]] Web Forms". |
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 001.png]] |
|} | |} | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | After clicking on "[[File:Web button | + | | colspan="2" | After clicking on "[[File:Web form button.png]] Web Forms", this window will open. |
|- | |- | ||
| colspan="2" |[[File:ProDon5 BackOffice_5.0.3 002.png]]<br> | | colspan="2" |[[File:ProDon5 BackOffice_5.0.3 002.png]]<br> | ||
− | Then, click on the button [[File:Configure | + | Then, click on the button [[File:Configure website button.png]]. <br> |
− | |||
|} | |} | ||
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | In this window, go to the "Access IMakeAnOnlineDonation" tab and click on the [[ | + | | colspan="2" | In this window, go to the "Access IMakeAnOnlineDonation" tab and click on the [[File:button +.png]] to add a user. |
|- | |- | ||
− | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 022.png]]<br> |
|- | |- | ||
| '''NOTE:''' From the bottom of this window, it is possible to create an encryption key. It is not necessary to have one. | | '''NOTE:''' From the bottom of this window, it is possible to create an encryption key. It is not necessary to have one. | ||
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|- | |- | ||
− | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 005.png]]<br> |
|- | |- | ||
|<span style="color: rgb(255, 0, 0);">'''A'''</span>: In this box, enter the email that will be used to access the LogiZone. | |<span style="color: rgb(255, 0, 0);">'''A'''</span>: In this box, enter the email that will be used to access the LogiZone. | ||
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|<span style="color: rgb(255, 0, 0);">'''C'''</span>: The checkbox "Back office" is used to grant the access to let the user work on the back office. | |<span style="color: rgb(255, 0, 0);">'''C'''</span>: The checkbox "Back office" is used to grant the access to let the user work on the back office. | ||
− | |<span style="color: rgb(255, 0, 0);">'''D'''</span>: The checkbox "Online donation list" is used to grant the access to let the user see the list of online | + | |<span style="color: rgb(255, 0, 0);">'''D'''</span>: The checkbox "Online donation list" is used to grant the access to let the user see the list of online donations. |
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|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 006.png]]<br> |
|- | |- | ||
|} | |} | ||
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| colspan="2" | Normally, the user will get to this window: | | colspan="2" | Normally, the user will get to this window: | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 007.png]]<br> |
|- | |- | ||
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> Please be sure to be in the right section. | | width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> Please be sure to be in the right section. | ||
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| <span style="color: rgb(255, 0, 0);">'''B''':</span> Click on this button to create a new theme. | | <span style="color: rgb(255, 0, 0);">'''B''':</span> Click on this button to create a new theme. | ||
|} | |} | ||
− | === "Option" tab === | + | === The "Option" tab === |
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
| colspan="2" | Then, this window opens: | | colspan="2" | Then, this window opens: | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 008.png]]<br> |
|- | |- | ||
| width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> This section allows the choice of the theme type that will be created. The possible choices are: create a theme for the homepage and the forms, for the homepage only or for the forms only. | | width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> This section allows the choice of the theme type that will be created. The possible choices are: create a theme for the homepage and the forms, for the homepage only or for the forms only. | ||
− | | <span style="color: rgb(255, 0, 0);">'''B''':</span> This | + | | <span style="color: rgb(255, 0, 0);">'''B''':</span> This section allows the naming of the theme. |
|- | |- | ||
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|- | |- | ||
− | | <span style="color: rgb(255, 0, 0);">'''E''':</span> This checkbox allows the display the title only on the first page of the form. | + | | <span style="color: rgb(255, 0, 0);">'''E''':</span> This checkbox allows the display of the title only on the first page of the form. |
| <span style="color: rgb(255, 0, 0);">'''F''':</span> In all windows, this button return the user to the overview of everything in this section. For example, when a user is in the themes, this button will return to the overview of all themes of the back office. | | <span style="color: rgb(255, 0, 0);">'''F''':</span> In all windows, this button return the user to the overview of everything in this section. For example, when a user is in the themes, this button will return to the overview of all themes of the back office. | ||
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|- | |- | ||
− | | colspan="2" | <span style="color: rgb(255, 0, 0);">'''G''':</span> This button allows to save the edits. Furthermore, | + | | colspan="2" | <span style="color: rgb(255, 0, 0);">'''G''':</span> This button allows to save the edits. Furthermore, every time a change is detected in a section, when the user goes to another section, the back office asks to save the changes. |
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|} | |} | ||
− | === "Palette" tab === | + | === The "Palette" tab === |
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | The "Palette" tab allows the definition of the colors that will be used in the other tabs of the back office. Usually, the user | + | | colspan="2" | The "Palette" tab allows the definition of the colors that will be used in the other tabs of the back office. Usually, the user configures the organization's colors. |
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 009.png]]<br> |
|- | |- | ||
− | | width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> To get the most precise colors, the back office system | + | | width="50%" | <span style="color: rgb(255, 0, 0);">'''A''':</span> To get the most precise colors, the back office system uses the rgba. The numbers be between 0 and 255. The first number is the amount of red, the second is the amount of green, the third is the amount of blue and the last one is the opacity (alpha). The more this number is close to 1.0, the more the color will be opaque, the more it is near to 0.0, the more this color will be transparent. |
− | | <span style="color: rgb(255, 0, 0);">'''B''':</span> If the user does not have the numbers for their colors, it is possible to use this tool. The user will only have to click on the bar and the tool will open. | + | | <span style="color: rgb(255, 0, 0);">'''B''':</span> If the user does not have the numbers for their colors, it is possible to use this tool. The user will only have to click on the bar, and the tool will open. |
|} | |} | ||
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{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | The "Fonts" tab allows the definition of the standard font and the font color that will be used in the forms created by the back office. Usually, the user | + | | colspan="2" | The "Fonts" tab allows the definition of the standard font and the font color that will be used in the forms created by the back office. Usually, the user configures the general font of their organization with a color easily readable in the organization's colors. |
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 010.png]]<br> |
|- | |- | ||
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''A''':</span> To open the menu to configure the font, click on the box of the line that must be edited. | | colspan="2" | <span style="color: rgb(255, 0, 0);">'''A''':</span> To open the menu to configure the font, click on the box of the line that must be edited. | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 023.png]]<br> |
|- | |- | ||
| width="50%" |<span style="color: rgb(255, 0, 0);">'''B''':</span> The "Font" option allows the setting of the text display. | | width="50%" |<span style="color: rgb(255, 0, 0);">'''B''':</span> The "Font" option allows the setting of the text display. | ||
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|- | |- | ||
− | |<span style="color: rgb(255, 0, 0);">'''D''':</span> The "Palette" option allows the selection of the text color among the ones set in the last tab. It is used in several | + | |<span style="color: rgb(255, 0, 0);">'''D''':</span> The "Palette" option allows the selection of the text color among the ones set in the last tab. It is used in several sections of the back office. |
|<span style="color: rgb(255, 0, 0);">'''E''':</span> The "Style" option allows the display of the text in bold ('''B''') or in italic (''I''). | |<span style="color: rgb(255, 0, 0);">'''E''':</span> The "Style" option allows the display of the text in bold ('''B''') or in italic (''I''). | ||
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|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 011.png]]<br> |
|- | |- | ||
| <span style="color: rgb(255, 0, 0);">'''A''':</span> To choose the background color of the homepage, go to the "Palette" option. | | <span style="color: rgb(255, 0, 0);">'''A''':</span> To choose the background color of the homepage, go to the "Palette" option. | ||
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|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 012.png]]<br> |
|- | |- | ||
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− | |<span style="color: rgb(255, 0, 0);">'''F''':</span> The checkbox "Display the circle in the step bar" allows to display a circle in which there will be the number of the | + | |<span style="color: rgb(255, 0, 0);">'''F''':</span> The checkbox "Display the circle in the step bar" allows to display a circle in which there will be the number of the steps. This box must be checked to unlock the options <span style="color: rgb(255, 0, 0);">'''G'''</span> and <span style="color: rgb(255, 0, 0);">'''H''' </span>. |
|- | |- | ||
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|<span style="color: rgb(255, 0, 0);">'''G''':</span> The "Step bar circle" allows the selection of the color, the size, the style and the background color of the circle in the step bar. | |<span style="color: rgb(255, 0, 0);">'''G''':</span> The "Step bar circle" allows the selection of the color, the size, the style and the background color of the circle in the step bar. | ||
− | |<span style="color: rgb(255, 0, 0);">'''H''':</span> The "Step bar | + | |<span style="color: rgb(255, 0, 0);">'''H''':</span> The "Step bar circle (Current page)" allows the selection of the color, the size, the style and the background color of the current page of the step bar. |
|- | |- | ||
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|<span style="color: rgb(255, 0, 0);">'''K''':</span> The "Participants title" allows the selection of the color, the size and the style of the participants title. | |<span style="color: rgb(255, 0, 0);">'''K''':</span> The "Participants title" allows the selection of the color, the size and the style of the participants title. | ||
− | |<span style="color: rgb(255, 0, 0);">'''L''':</span> The "Active box border" option allows the selection of the color from | + | |<span style="color: rgb(255, 0, 0);">'''L''':</span> The "Active box border" option allows the selection of the color from the colors already set in the palette. An active is the currently selected box. |
|- | |- | ||
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|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 013.png]]<br> |
|- | |- | ||
− | | <span style="color: rgb(255, 0, 0);">'''A''':</span> CSS is for "Cascading Style Sheet". It is a programming language which is only used to adjust visual elements. It is not | + | | <span style="color: rgb(255, 0, 0);">'''A''':</span> CSS is for "Cascading Style Sheet". It is a programming language which is only used to adjust visual elements. It is not recommended to touch this window. |
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To add files, click on the "My files" section and click on add. | To add files, click on the "My files" section and click on add. | ||
− | [[ | + | [[File:ProDon5_BackOffice_5.0.3_014.png]] |
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| colspan="2" | Then this window will open: | | colspan="2" | Then this window will open: | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 024.png]]<br> |
|- | |- | ||
| colspan="2" | The user will have to go find the pictures that will have to be added. | | colspan="2" | The user will have to go find the pictures that will have to be added. | ||
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| colspan="2" | Then this window will open: | | colspan="2" | Then this window will open: | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5 BackOffice_5.0.3 015.png]]<br> |
|- | |- | ||
| <span style="color: rgb(255, 0, 0);">'''A''':</span> Here, the user can see the file that has been added. | | <span style="color: rgb(255, 0, 0);">'''A''':</span> Here, the user can see the file that has been added. | ||
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To create a picture group, the user will have to click on the "My picture groups" section and click on add. | To create a picture group, the user will have to click on the "My picture groups" section and click on add. | ||
− | [[ | + | [[File:ProDon5_BackOffice_5.0.3_016.png]] |
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| colspan="2" | Then, this window will open: | | colspan="2" | Then, this window will open: | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5_BackOffice_5.0.3_017.png]]<br> |
|- | |- | ||
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| <span style="color: rgb(255, 0, 0);">'''F''':</span> This option allows the setting the header picture when the forms will be called by a computer. | | <span style="color: rgb(255, 0, 0);">'''F''':</span> This option allows the setting the header picture when the forms will be called by a computer. | ||
− | | <span style="color: rgb(255, 0, 0);">'''G''':</span> This box allows the setting of the picture size by using | + | | <span style="color: rgb(255, 0, 0);">'''G''':</span> This box allows the setting of the picture size by using percentages. |
|- | |- | ||
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|- | |- | ||
− | | colspan="2" | '''NOTE:''' For the background pictures, the maximum suggested size for the background pictures is of 1920 x 1080 pixels. If the picture size is greater than this, it may be possible that | + | | colspan="2" | '''NOTE:''' For the background pictures, the maximum suggested size for the background pictures is of 1920 x 1080 pixels. If the picture size is greater than this, it may be possible that some browsers will not load it. |
|} | |} | ||
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|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5_BackOffice_5.0.3_018.png]] |
|- | |- | ||
| colspan="2" | When the button is red, the form/picture group has never been into production. | | colspan="2" | When the button is red, the form/picture group has never been into production. | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5_BackOffice_5.0.3_019.png]] |
|- | |- | ||
| colspan="2" | When the button is yellow, the form/picture group has been edited and the edits are not applied yet, so they are not into production. | | colspan="2" | When the button is yellow, the form/picture group has been edited and the edits are not applied yet, so they are not into production. | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5_BackOffice_5.0.3_020.png]] |
|- | |- | ||
| colspan="2" | When the button is green, the form/picture group is in production and all edits are used. | | colspan="2" | When the button is green, the form/picture group is in production and all edits are used. | ||
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{| class="wikitable" width="20%" cellspacing="1" cellpadding="1" border="1" | {| class="wikitable" width="20%" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | colspan="2" | Then this | + | | colspan="2" | Then go back to this screen: |
− | + | ||
|- | |- | ||
− | | colspan="2" | [[ | + | | colspan="2" | [[File:ProDon5_BackOffice_5.0.3_021.png]] |
|- | |- | ||
| width="50%" |<span style="color: rgb(255, 0, 0);">'''A''':</span> In this box, the user will be able to select the theme just created on the back office. | | width="50%" |<span style="color: rgb(255, 0, 0);">'''A''':</span> In this box, the user will be able to select the theme just created on the back office. | ||
− | + | ||
| <span style="color: rgb(255, 0, 0);">'''B''':</span> In this box, the user will be able to select the picture group that will have to be used in the French forms and the French homepage. | | <span style="color: rgb(255, 0, 0);">'''B''':</span> In this box, the user will be able to select the picture group that will have to be used in the French forms and the French homepage. | ||
− | + | ||
|- | |- | ||
| <span style="color: rgb(255, 0, 0);">'''C''':</span> In this box, the user will be able to select the picture group that will have to be used in the English forms and the English homepage. | | <span style="color: rgb(255, 0, 0);">'''C''':</span> In this box, the user will be able to select the picture group that will have to be used in the English forms and the English homepage. | ||
− | + | ||
| <span style="color: rgb(255, 0, 0);">'''D''':</span> Do not forget to adjust the French and the English labels, because these elements will appear online. | | <span style="color: rgb(255, 0, 0);">'''D''':</span> Do not forget to adjust the French and the English labels, because these elements will appear online. | ||
− | + | ||
|} | |} | ||
{{Footer_ProDon_Version|5.0.3}}<br> | {{Footer_ProDon_Version|5.0.3}}<br> |
Latest revision as of 08:31, 27 April 2017
Back office 5.0.3 |
CAUTION: This function is only available from the version 5.0.3 of ProDon.
Introduction
The back office is linked to the Online Donation module. It allows the management of all graphic elements of the homepage and of the forms. This is where one will be able to edit the font, the colors and the pictures that will appear on the IMakeAnOnlineDonation of the organization.
Creating a LogiZone account
A LogiZone account is a profile which once the access given will allow to log in to the back office.
To create a LogiZone account, go to the back office.
To do so, go to the " Web form management".
Click on the "Configuration" menu, then select the " Web Forms". | |
|
After clicking on " Web Forms", this window will open. | |
Once this window is open, select the button and select "Display the theme configuration page". |
Back office accesses
To access the back office, one must first have a LogiZone account. Once the LogiZone account created, go to ProDon to give it the access to the back office.
From ProDon, give the access to the LogiZone account which will be able to edit the back office.
To do so, one must go to the " Web form management".
Click on the "Configuration" menu, then select " Web Forms". | |
After clicking on " Web Forms", this window will open. | |
The email linked to the LogiZone account will appear here. | |
|
Create themes in the back office
Then, redo the steps of the LogiZone creation, but in place of creating a new one, connect to the session.
Normally, the user will get to this window: | |
| |
A: Please be sure to be in the right section. | B: Click on this button to create a new theme. |
The "Option" tab
The "Palette" tab
The "Fonts" tab
The "Homepage" tab
The "Form" tab
The "CSS" tab
This option has been removed for the creation, but the user will be able to use it once a theme is named.
Add files into the back office
To add files, click on the "My files" section and click on add.
Then this window will open: | |
| |
The user will have to go find the pictures that will have to be added. |
Then this window will open: | |
| |
A: Here, the user can see the file that has been added. | B: The user can see how much storage space used by the files. |
C: To remove a file, click on the delete button. |
Create a picture group in the back office
To create a picture group, the user will have to click on the "My picture groups" section and click on add.
Send forms into production
After having created all the basics of the back office, it is time to send everything into production.
Link the back office into ProDon
Document name: ProDon:Back office 5.0.3
Version : 5.0.3