KNOWLEDGE CENTER 

 

 

 

      

 

 

 

 

            

 

Edit the Organization Site (For Organization-level Users Only)

 

 

 

 

 

 

 

 

 

 

To edit an existing site, you must be in Edit Mode

 

Go to the Administration panel in the gray panel

to the left of your screen. 

Using the Administration dropdown arrow, select Sites.

 

                                                                                  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  Webtreepro will bring up the Site Administration screen, a portion of which is seen below.

 

When you bring up the complete Site Administration screen on your computer, the left side of the screen under the Current Sites heading, will have a listing of all your organization sites. 

 

 

 

 

      • Select the site that needs to be edited, and Webtreepro will bring up all that particular site's information.  All of the site's information can be edited.  Let's go through each section.

 

You can make changes in the Edit Organization section, such as:

  1. Org. Site Name is the name that will appear in the Current Sites section on the left side of the window.  Usually, this is the “friendly” name of the site.
  2. Domain is the URL of the site that is being edited.
  3. Groups:  A group is a set of sites that will automatically be given a similar set of content.  If you need to edit Groups, select Edit Groups  , and the Groups window will come up, as seen below. 

 

 

 

  

      • To add a new group, click Add  , then, enter the name of the new group. 
      • To save,  click Save  .
      • To leave the screen without saving any changes, click Close  
      • To delete a group, you'll need to select the group and then, click Remove   .
      • Click Close   to exit the Groups window.

                  

 

 

   4.   Templates and Skin:  A Generic template may have been already chosen for you.  Some of the Templates seen below may

          or may not be the same Template selection you have available for your use.  The needs of individual websites vary. 

         Webtreepro offers different selections to meet your website's particular needs.  You can choose a different "Skin" template

         that will be used for all of your pages.  This will be your newly edited Default Skin.

 

 

 

   5.   Use Advanced Permissions:  If you check this, you can choose from a wide variety of permissions for you or another user,

         that can be as specific as going down to an individual page level.  Once checked, you don't have to use the Advanced

         Permissions, but they will be available.  If left unchecked, you, or the person who will own this site, will have more generalized

         permissions.

   6.   Search Index:  If you need to change your Search Index choice, select which pages a Search Engine would be to be allowed

          to search.

      • All Pages:  A Search Engine would return results from all pages. 
      • Public Pages:  A Search Engine would return results from all pages except those that are Excluded or those that require a Login.
      • Public and Excluded Pages: A Search Engine would return results from all pages including the Excluded pages.
      • Public and Privilege Pages:  A Search Engine would return results from all pages that are not Excluded and also pages that require a Login.

   7.   Dynamic Content:  If you want to add, delete, or change any added Dynamic Content in your site, click on Set Dynamic

         Content.  [ProductName ] will bring up the window seen below. 

 

 

      • Enter any Site name, and click Filter .  The Filter will bring up all the information about the site.
      •  Move your cursor to the content that needs to be deleted or changed.  To delete the added content, click .  The added content will be deleted.
      • If you would like to add new Field Names, use the blank spaces at the bottom of the window.  Enter in a name and its Value. Then, click  to add this new Field Name and Value
      • Click Save  to save your changes.
      • Click Cancel   to leave the Dynamic Content window without saving any changes.

    8.   E-mail Greeting Message:  Will request a new user complete their registration process via a link. You can edit the generic

           message to fit your needs and preferences.

 

            

 

On the right hand side of the Site screen is the...

 

Location Tab and the Locator Tab:       

 

 

   1.  Enter any changes needed in the Address, Country, State, City, Zip, Phone, Email .

   2.  Google API Key is a key code provided by Google for using with the Store Locator.

   3.  When Finished:

      • Click Apply    to save your changes and remain in the Site Administration screen. 
      • Click  Done  to save changes and exit the screen.
      • Click  Cancel  to abandon any changes and exit the screen.

 

 

 Webtreepro will present a confirmation message if all the edited information was correctly submitted.