COGR

How to Add New Accounts

Step 1: Add an Organization

Login and click on ADMIN.
Click on MANAGE USERS and then ORGANIZATIONS.
Click ADD.
Type in the name of the Organization and the email domain (the part of the email after the @ symbol that ends in .edu) and click OK. NOTE: You can enter multiple domains by entering a comma between each domain.

Step 2: Add an Account

Step 3: Create Primary Contact for the Account

Step 4: Finalize the Account Record Information

Click on MANAGE ADD-ONS, MEMBERSHIP MANAGER, MEMBERSHIP MANAGER.
Click on the ACCOUNT you just created.
Click on the ORGANIZATIONS tab and click ADD.
Select the organization from the drop down, click ADD.
Click on the DETAILS tab and select the PRIMARY CONTACT from the drop down.
Click SAVE.
Click on the PEOPLE tab and check the box in the MEMBER field for the person you just added.
Click SAVE.

Login and click on ADMIN.
Click on MANAGE ADD-ONS, NEWS STORYS, STORY LIST.
Click ADD.
Type in all relevant information and click OK to save the new story.
The story will show up on the NEWS STORIES page, and the latest stories will be listed on the home page.

When users click the REGISTRATION button, they will see a pop up window asking for their full name and email address.
When they click REGISTER, if their email domain matches one in a registered account, they will be added to that account and will have a new user record set up.
The user will receive an email with their user name and password.
If the user's email domain does not match one in a currently registered account, an email is sent to the New Registration Notification Group.
If COGR wants to allow the user access to the Members Only section, someone can go to their user record by logging in and clicking on ADMIN, MANAGE USERS, PEOPLE and go to the GROUPS tab and add them to the COGR TRADE MEMBERS group. Also, make sure you go to the PERMISSIONS tab and put their email address in the user name field and give them a password. Click OK to save changes. Also, send an email to the user notifying them of their user name and password.

To add events to the calendar, you must be logged in as an Administrator.
Click on the CALENDAR under the RESOURCES menu item and click on the day that your event begins.
You will enter the End Date, Start Time, End Time, Event Name and Details; click SUBMIT to save the event to the calendar.
If you need to edit any calendar events, login and click on ADMIN, MANAGE ADD-ONS, CALENDAR and CALENDAR EVENTS. Click on the paper/pencil icon next to the event you want to edit, make the desired changes and click OK to save them.

To add or edit slider images on the home page, you must be logged in as an Administrator.
Click on ADMIN, MANAGE ADD-ONS, 2015 COGR NEW HOME, COGR SLIDER IMAGES.
Click ADD to add a new slider image or click on the paper/pencil icon next to one to edit it.
Type in the slider name, caption you want to appear, and upload an image that is 656 px wide x 360 px tall.
Also type in the alpha sort order to specify the order you want the sliders to appear in.
Click OK to save changes.

Login and click EDIT.
Click the paper/pencil icon to open the edit record for the page.
Click next to the name of the person where you want to add a new line above or below that person.
Click on the Edit Table icon (on middle row of editor; looks like a window pane with a pen on top of it) and choose TABLE SIZE from the menu.
Where it says INSERT ROW, click on the first box to add a row above the current row and click on the second box to insert a row below the current one.
Type in the name of the person in the first column and their school in the second column.
Click OK on the page to save changes.