ProDon:Back office

Back office

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CAUTION: This document is currently being revised, it may be possible that some parts are missing or outdated

CAUTION: This document is conceived for the version 5.0.4 of ProDon. For the version 5.0.3, click here.

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.

Creation of a LogiZone account

A LogiZone account is a profile once given the right accesses, will allow the user to login to the back office.

To create a LogiZone account, go to the back office.

To do so, go to "Web form management".

Click on the "Configuration" menu, then select the "File:Web form button.png Web Forms".

After clicking on " Web Forms", this window will open.

Once this window is opened, select the button File:Back office.png and select "Back office".

Once on the page to the back office, the user will have to create their LogiZone account, if they do not have one.
A: Allows the user to log to an active LogiZone by entering the user name or the email address.	B: Enter the password of the existing LogiZone.
C: Use this link to change the password of the existing LogiZone.	D: Allows the creation of a new LogiZone account.
E: Help to get more information about the LogiZone account.

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 the access to the back office to this account.

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 "File:Web button form.png Web Forms", this window will open.

Then, click on the button .

In this window, go to the "Access IMakeAnOnlineDonation" tab and click on the to add a user.

NOTE: From the bottom of this window, it is possible to create an encryption key. It is not necessary to have one.

Then, this window will open:
A: In this box, enter the email that will be used to access the LogiZone.	B: Usually, enter the name of the person who will use this email to access the LogiZone.
C: The "Back office" checkbox is used to grant the access to let the user work on the back office.	D: The "Online donation list" checkbox is used to grant the access to let the user see the list of online donation.
E: When there is an encryption key, this box give the access to the user to do integration on demand.	F: Write the user's password for integration in this box.

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.

This window will open:
A: This section allows the duplication of an existing theme. It is in the drop-down list on the left that the theme to be duplicated must be selected.	B: To create a new theme, click on the "New" button­.

The "Option" tab

Then, this window opens:
A: 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, create a theme for the homepage only or create a theme for the forms only.	B: This sections allows the naming of the theme.
C: This checkbox allows this theme to be applied by default.	D: This checkbox allows the display of the header only on the first page of the form.
E: This checkbox allows the display of the title only on the first page of the form.	F: 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.
G: This button allows to save the edits. Furthermore, everytime a change is detected in a section, when the user switch to another section, the back office will ask to save the changes.

The "Palette" tab

The "Palette" tab allows the definition of the colors that will be used in the other tabs of the back office. Usually, the user configure the organization's colors. With the version 5.0.4, this tool has been splitted into 2 columns and each of these columns calls a different tool.
A: To get the most precise colors, the back office system use 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.	B: If the user does not have the numbers for their colors, this section use another tool. This system of the back office use the rgba, hsla and hex functions.

By clicking on A of the last section, this window will open.
A: This option allows the setting of the amount of red.	B: This option allows the setting of the amount of green.
C: This option allows the setting of the amount of blue.	D: This option allows the setting of the color transparency.
E: This box allows the preview of the result.

By clicking on B of the first section, this window will open. This section of the back office uses the rgba, hsla and hex functions.
A: This option allows the adjustment of the color.	B: This option allows the adjustment of the color saturation.
C: This option allows the adjustment of the luminosity.	D: This option allows the adjustment of the color transparency.
E: This box allows the setting of the color in hexadecimal.	F: This box allows the setting of the color in rgba.
G: This box allows the setting of the color in hsla. By using the 4 sliders, it is the same thing as working in hsla.	H: By clicking on this box, the user will have a preview of the selected color and will see 4 lighter possibilities.
I: By clicking on this box, the user will have a preview of the selected color and will see 4 darker possibilities.	J: This percentage allows the ajustment of the color shading of the "Lighten" and "Darken" options.
K: This box allows a preview of 3 colors potentially complementary to the selected color. Note: The color on the right is the original color.

The "Fonts" tab

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 configure the general font of their organization with a color easily readable in the organization's colors.
A: To open the menu to configure the font, click on the box of the line that must be edited.
B: The "Font" option allows the setting of the text display.	C: The "Text color" option allows the user to choose the writing color in the forms and the homepage.
D: The "Palette" option allows the selection of the text color among the ones set in the last tab. It is used in several section of the back office.	E: The "Style" option allows the display of the text in bold (B) or in italic (I).
F: The "Size" allows the setting of the text size.	G: The "Preview" section let the user preview the result of all the choices.

The "Homepage" tab

The "Homepage" tab allows the configuration of colors and fonts used in the homepage.
A: To choose the background color of the homepage, go to the "Palette" option.	B: The "Section header" allows the definition of the color, the size, the style and the background color of the section headers.
C: The "Section content" option allows the selection of the background of the section content. The font used in this part will be the standard one.	D: When the "Display title?" checkbox is checked, the "Title" section will be displayed.
E: The "Title" option helps to select the color, the size, the style and the background color of the title of the homepage.	F: The "Form name" option helps to set the color, the size and the style of the form name.
G: The "Description under form name" option helps to set the color, the size and the style of the description under the form name.	H: The "Active box border" option helps to set from the palette the color of the border of the active box. The active box is the box currently selected by a user.
I: The "Buttons" option allows the configuration of the background color, the text color and the style of the buttons of the homepage.	J: The "Links" option allows the configuration of the text color, the style and the size of the hyperlink of the homepage.

The "Form" tab

The "Form" tab allows the configuration of the colors and fonts used in the forms.
Fichier:ProDon5 BackOffice_018.png
A: To select the background color of the forms, go to the "Palette" option.	B: The "Section header" option allows the selection of the color, the size, and the background color of the section headers.
C: The "Section content" allows the selection of the background color of the section content. The font used will be the standard one.	D: The "Step bar" option allows the selection of the color, the size, the style and the background color of the step bar.
E: The "Step bar (current page)" allows the selection of the color, the size, the style and the background color of the current page of the step bar.	F: The checkbox "Display the circle in the step bar" allows to display a circle in which there will be the number of the step. This box must be checked to unlock the options G and H .
G: 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.	H: The "Step bar cicle (Current page)" allows the selection of the color, the size, the style and the background color of the current page of the step bar.
I: The "Display the title?" option allows the title to be displayed or not. The option must be activated to display the "Title" section.	J: The "Title" option allows the selection of the color, the size, the style and the background color of the title of the form.
K: The "Participants title" allows the selection of the color, the size and the style of the participants title.	L: The "Active box border" option allows the selection of the color from the the colors already set in the palette. An active is the currently selected box.
M: The "Buttons" option allows the configuration of the background color, the text color and the style used for the form buttons.	N: The "Button (Confirm)" option allows the configuration of the background color, the text color and the style used for the form confirm button.
O: The "Links" option allows the configuration of the text color, the style and the size of the hyperlink of the homepage.

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.

The "CSS" tab allows the configuration of the colors and the fonts used in the forms.
A: CSS is for "Cascading Style Sheet". It is a programming language which is only used to adjust visual elements. It is not recommanded to touch this window.	B: If the user is really at ease and knows the CSS language, it is possible to remove all tabs only to keep the CSS tab. To do so, only click on the "Use my CSS" box.

Add files in 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, the cropper will appear:

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.	D: A new feature is by placing the mouse on the picture link, it is now possible to have a preview without having to open it.

Create a picture group in the back office / Créer un groupe d'images dans le back-office

To create a picture group, the user will have to click on the "My picture groups" section and click on add. Pour créer un groupe d'images, il faut cliquer sur la section « Mes groupes d'images » et cliquer sur ajouter.

The "Option" tab / L'onglet « Option »

Fichier:ProDon5_BackOffice_024.png
A: Here is where the user shall name the picture group. C'est ici qu'il faut nommer le groupe d'images.	B: This checkbox allows this picture group to be used by default. Cette case à cocher permet d'utiliser ce groupe d'images par défaut.

The "Background picture" tab / L'onglet « Image de fond

Fichier:ProDon5_BackOffice_025.png
A: This option allows the setting of the background picture of the homepage for computers. Cette option permet de définir l'image de fond de la page d'accueil pour les ordinateurs.	B: This option allows the setting of the background picture of the homepage for tablet PC. Cette option permet de définir l'image de fond de la page d'accueil pour les tablettes.
C: This option allows the setting of the background picture of the homepage for cellphones. Cette option permet de définir l'image de fond de la page d'accueil pour les cellulaires.	D: This option allows the setting of the background picture of the forms for computers. Cette option permet de définir l'image de fond des formulaires pour les ordinateurs.
E: This option allows the setting of the background picture of the forms for tablet PC. Cette option permet de définir l'image de fond des formulaires pour les tablettes.	F: This option allows the setting of the background picture of the forms for cellphones. Cette option permet de définir l'image de fond des formulaires pour les cellulaires.

The "Header picture" tab / L'onglet « Image d'entête »

Fichier:ProDon5_BackOffice_026.png
A: This option allows the setting the header picture when the forms will be called by a computer. Cette option permet de définir l'image d'entête pour les ordinateurs.	B: This box allows the setting of the picture size by using percentage. Cette option permet de définir les dimensions de l'image.
C: This box allows the setting of the alignment of the picture. Cette option permet de définir où l'image sera alignée dans l'entête.	D: This option allows the setting the header picture when the forms will be called by a tablet PC. Cette option permet de définir l'image d'entête pour les tablettes.
E: This option allows the setting the header picture when the forms will be called by a cellphone. Cette option permet de définir l'image d'entête pour les cellulaires.	F: Please consider this important warning. There is not really a limit about the height, but the width of the header pictures must not exceed 960 pixels. Il est important de considérer cet avertissement. Il n'y a pas vraiment de limite concernant la hauteur, mais la largeur des images d'entête ne doit pas dépasser 960 pixels.

The "Social Networks" tab / L'onglet « Réseaux sociaux »

Fichier:ProDon5_BackOffice_027.png

This option allows the selection of the picture that will appear on the social network when the forms or the homepage will be shared. Cette option permet de choisir l'image qui apparaitra sur les réseaux sociaux quand le formulaire ou la page d'accueil sera partagé.

Note : Furthermore, the minimal size for social network picture is of 600 x 315 pixels. The recommanded size is of 1200 x 630 pixels. For any other size, it is recommanded to follow the 1.91:1 ratio. De plus, la grandeur minimale des images de réseaux sociaux est de 600 x 315 pixels. La taille recommandée est de 1200 x 630 pixels. Pour tout autre taille, il est recommandé de suivre le ratio 1.91:1.

Send forms into production / Envoyer les formulaires en production

After having created all the basics of the back office, it is time to send everything into production.

Après avoir créé toutes les bases du back-office, il est temps d'envoyer le tout en production.

Then, everywhere this section is appeared, click on the "Production" button. Alors, partout où cette section est apparue, il faut cliquer sur le bouton « Production ».
Fichier:ProDon5_BackOffice_028.png
When the button is red, the form/picture group has never been into production. Lorsque le bouton est rouge, le formulaire/le groupe d'images n'a jamais été mis en production.
Fichier:ProDon5_BackOffice_029.png
A: 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. Lorsque le bouton est jaune, le formulaire/le groupe d'images a été modifié et les modifications ne sont pas encore appliquées, donc elles ne sont pas en production.	B: New feature: It is now possible to cancel the edits before sending the form into production. Nouveauté: Il est maintenant possible d'annuler les changements avant que le formulaire soit envoyé en production.
C: New feature: After having saved, a section appears to show if the operation have worked. Nouveauté: Après avoir sauvegardé, une petite section apparait pour montrer si l'opération a fonctionné ou non.
Fichier:ProDon5_BackOffice_040.png
A: When the button is green, the form/picture group is in production and all edits are used. Quand le bouton est vert, le formulaire/le groupe d'images est en production et toutes les modifications sont en fonctions.	B: When this error happens, contact Logilys' tech support. Unfortunately for the user, all edits will be erased. Quand cette erreur se produit, il faut contacter le soutien technique chez Logilys. Malheureusement pour l'utilisateur, toute modification sera à recommencer

Link the back office into ProDon / Lier le back-office dans ProDon

Then this window will open: Ensuite, cette fenêtre ouvrira:
Fichier:ProDon5_BackOffice_5.0.3_025.png
A: In this box, the user will be able to select the theme just created on the back office. Dans cette case, l'utilisateur pourra sélectionner le thème qu'il vient de créer sur le back-office.	B: 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. Dans cette case, l'utilisateur pourra sélectionner le groupe d'images qu'il souhaite utiliser quand la page d'accueil et les formulaires sont en français.
C: 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. Dans cette case, l'utilisateur pourra sélectionner le groupe d'images qu'il souhaite utiliser quand la page d'accueil et les formulaires sont en anglais.	D: Do not forget to adjust the French and the English labels, because these elements will appear online. Il ne faut pas oublier d'ajuster les libellés en français et en anglais, car ce seront des éléments qui apparaitront en ligne.

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Document name: ProDon:Back office
Version : 5.0.4

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