Admin Portal Manual
User Manual: Pdf
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Multi-Site Admin Portal Updated 2/20/2015 Admin Home Page Required Modules: (none) Details: This is the initial page admins view when logging into the portal. If provides a list of notifications , such as new gift order, profiles needing review, pending tasks for agencies, new messages from agencies, etc. Each of these notifications have quick links to the appropriate sections, if the admin has access. This page also provides a member history in graph form. The are 4 graphs which captures the number of unique members in the following intervals, 5 minutes, 30 minutes, 2 hours, and 24 hours. Male members are blue and female members are red. Also provided are the peak men, women, and total members for each time period. Personal Settings Required Modules: (none) Details: This page provides the authenticated user the ability to manage some of their personal settings. This page is accessible via the Admin Home Page, at the bottom of the page, click System Configuration. Edit Personal Settings The following fields can be managed by the user: Email address Password (confirmation is required) Name (first and last) Phone number Preferred Language Email Notifications Menu Layout Menu Manager Users have the ability to customize their menu layout. There are a maximum of 10 columns that can be used, plus the ability to hide menu items that are not used. Each menu item is displayed as a box, with the menu title inside. To reorganize the menu, left click and drag the menu item to the desired column and position. Items at the top of the list will what's displayed on the menu. To view the sub items on the main menu, mouse over the menu item. Once satisfied with your menu layout, click Save Changes. Profiles Required Modules: MENU_PROFILES Details: This section allows admins to manage member profiles, review changes, update account information, and other member profile features. The MENU_PROFILES module is required for all features related member profiles; however, the module itself does not grant the user permission to any one area of profiles. Male Profiles Required Modules: MENU_PROFILES MENU_PROFILES_MALE Details: This section allows users to view the list of all male members, view their profile, and make changes. Users have access to several quick filters: All – a list of all members Active – a list of only active members Inactive – a list of inactive members Online – members who are online Check Profile – members who need to have their profiles reviewed New – new member profiles Married/Engaged – members who have been flag that are believed to be already married or engaged Scam – members who are known to be scammers Duplicate – members who have created duplicate accounts Trouble Client – members who are known to cause trouble, either with female members or customer service Insufficient Info – members who have not provided enough information in their profiles Chargeback – members who we had to refund money back to Paying Member – members who are monthly subscribers Junk – members who are known to be fake Affiliate Scam – members who were created falsely by affiliates, attempting to fake registrations NoProfile – members who have registered, but have not yet created a profile CC History Female Profiles CPCS Reviewing Changes Attachments Super Search Employees Admin Employees Accounts Permissions Edit Menu Agency Employees Directors Permissions Edit Menu Agency CPCS
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