Getting Started

Heifer International’s content management system (CMS) is used to manage content across our site. This system is created for non-technical users to easily create, edit and delete content without having to know HTML or wait for a developer to make changes. With the help of this guide, employees at Heifer will be able to make changes in a quick and timely manner.

Sign In

sign in page


To sign into the CMS, you must first obtain credentials from the Digital Production Manager, Mitchell Katayama. If you do not have a user account, please contact him at 
Mitchell.Katayama@heifer.org.


Once your account has been created, sign in on the
 CMS landing page using your Heifer email address and the password that was provided. When signing in for the first time, you will be asked to create a new password for your account.


Passwords must abide by the following rules:

  • Must contain 1 lowercase letter
  • Must contain 1 uppercase letter
  • Must contain 1 number
  • Must be at least 10 characters in length

The system will prompt you to change your passwords every 90 days. 


Note:
 The ‘Forgot Password’ button is currently not working. Please email
Mitchell.Katayama@heifer.org to update your password if you are unable to sign in.

Dashboard

screenshot of the cms dashboard


Once you successfully sign in, the CMS Dashboard will appear. From here you are able to access different parts of the CMS and can begin to create and edit content.

Icons

On the left-hand side of the screen there are a number of icons that can be used to access different sections of the CMS.

Note: Depending on your account permissions, you may not be able to see all of these icons from your dashboard.

Dashboard Icon

Dashboard Icon

This icon is used to access the CMS Dashboard landing page.

content icon

Content Icon

This icon will link to the Content Management page. On this page users are able to create, edit, publish, unpublish and manage content navigation for the site.

image/file manager icon

Image/File Manager Icon

Selecting this icon causes the Image/File Manger pop up window to appear. This allows users to find or upload images and documents on the site.

product management icon

Product Management Icon

The Product Management page lists all of the resources, marketplace and donation options on the site.
 

transactions icon

Transactions Icon

Users are able to look up transactions and create gift cards from this page.

user management icon

User Management Icon

This icon goes to the User Management page. All of the users in the CM can be managed here, including their permissions and account into.

setting icon

Settings

Manage the main settings that will take effect across the entire site.

Create a Basic Page

Selecting this will take you to the Create Content page, where you will be able to start creating new content immediately.

Media Upload

This causes the Image/File Manger pop up window to appear and will allow users to find or upload images and documents on the site.

Last 5 Published Pages
This column keeps a record of the most recent pages published on the site.
Last 10 Actions Taken
This column gives a brief overview of the last 10 changes made anywhere on the site.

Content Management

screenshot of content management landing page
Content Directory

The column on the left-hand side displays the navigation to all of the pages found on our site. Each page is located within a folder and, once a page is selected, content for that page will be displayed.

content directory column

Pages can be found in the folder by using their URL. For example, the volunteer sign up page has the URL /what-you-can-do/get-involved/volunteer/index.html. This means that the page can be found by opening the What You Can Do folder, selecting Get Involved, then opening the Volunteer folder and selecting the Index page.

Selecting ‘Content List’ or ‘Reset Root Directory’ at the top of the column will bring you back to the main Content Management page.
Search Bar
search bar

Search for the URL or the name of the content you are looking for.

Create Content Button
create content button

This button will take you to the Create Content page.

Content List
content list

This portion of the page is divided into four columns, Content Name, Status, Navigation and Copy/Unpublish.

Content Name

The URL for the page will be displayed in this first column.


Status

This column displays if the page is active or unpublished on the site.

manage navigation window


Navigation

Selecting ‘Edit Details’ in the third column will cause the Manage Navigation pop up window to appear.

Show in Navigation

This is where you will determine if your page will show in the navigation at the top of the page. If you select yes, a ‘Navigation Text’ field will appear. This is where you will put the text that will show in the top navigation.

Show in Footer Navigation

In this dropdown menu, you will select whether or not your page will show in the navigation at the bottom of the page in the footer.

Navigation Text

This is what the link will be named when displayed on the site.

 

Copy/Unpublish

In the last column, selecting the ‘Copy’ button will go to the Create Content page where you can begin duplicating the content. Selecting the ‘Unpublish’ button will allow you to unpublish or delete the page. Unpublishing a page will remove it from the live site while still keeping it in the CMS.

Warning: Once a page is deleted, it can’t be recovered.