User Management

Users are managed via the Settings Menu (Settings - Users).

As many or as few "users" can be created within the system depending on how many of your clubs 'admin/management team' will need to use the system.

Access Rights

Access rights can be individually assigned to each user to grant or restrict their access to functionality and information held within the system.

For example, a Membership Secretary User could be created with limited access to the Contacts and Membership sections.

Or a "Field Trial Secretary User" could be restricted to only access Events and Event Types.

As many additional, top-level "Admin" users can also be created. 

• Languages - Allows access to the 'CMS - Languages' section to configure which languages the website uses
• Layouts - Allows access to the 'CMS - Layouts' section, used to configure the websites layout/template
• Content Types - Allows access to the 'CMS - Content Types' section, used to create/edit page templates used on the website
• Content Items - Allows access to the 'CMS - Content Items' section, used to create/edit pages on the website
• Images - Allows access to the 'CMS - Images' section, used to store all images used on the website and in email templates
• Scripts - Allows access to the 'CMS - Scripts' section, used to store all javascript files used on the website
• Styles - Allows access to the 'CMS - Styles' section, used to store all the css files used on the website
• Media - Allows access to the 'CMS - Media' section, used to store all downloadable content from the website e.g. pdfs and word documents
• Template Helpers - Allows access to the 'CMS - Template Helpers' section, used to apply formatting to system data before its output in email templates or on the website
• Email Templates - Allows access to the 'Templates - Email Templates' section, used to create email templates for system functions such as forgotten password emails, member signup emails, event entry emails, etc.
• Emails
• Contacts - Allows access to the 'Club - Contacts' section, which includes all the contact information for club contacts including members, judges, landowners etc.
• Dogs - Allows access to the 'Club - Dogs' section, which includes all the dog information entered into the system by members, allows admin system users to update dog details as/when needed. 
• Events - Allows access to the 'Club - Events' section, which includes all previous event information and allows events to be created/edited.
• Suppliers - Allows access to the 'Club - Suppliers' section, used to enter suppliers and allows costs to be assigned to suppliers so P/L can be calculated.
• Breeds - Allows access to the 'Club Breeds' and 'Club - Breed Type' sections, used to configure which breeds and groups are used within the system
• Membership Types - Allows access to the 'Club - Membership Types' section, used to configure the membership types that are available to add to contacts within the system - e.g. Full, Honorary, Joint etc.
• Contact Types - Allows access to the 'Club - Contact Types' section, used to segment contacts into groups and aid reporting, types could include Judges, Vets, Gamekeepers etc.
• Event Types - Allows access to the 'Club - Event Types' section, used to create and manage events
• Society Settings - Allows access to the 'Settings - Society Settings' section, used to configure the system, set the organisation name, Kennel Club ID, secretary name, joining fee etc. This is the main settings page used to configure the basic settings which are then used throughout the system.
• Club Accounting - Allows access to the 'Financial' section, used to control the financial aspect of the system, set up the bank accounts used by the system view each account and see all transactions within the system. NEED TO CHECK THIS AS CONFLICTS WITH OTHER FINANCIAL SETTINGS BELOW
• System Log - Allows access to the 'Settings - Log' section, this is the debug log within the system and used to see information relating to any warnings or errors.
• Client Form Settings - Allows access to the 'Settings - Client Forms' section, used to configure some aspects of the contact/enquiry forms used within the system.
• View Web Post Forms - Allows access to the 'Data - Web Form Posts' section, this displays standard enquiry submissions - typically via contact us form submissions.
• Document Templates - Allows access to the 'Templates - Document Templates' section, used to create document templates e.g. running cards, schedules etc.
• Financial - Chart of Accounts - Allows access to the 'Financial - Chart of Accounts' section, used to see all financial transactions on each account.
• Financial - Accounts - Allows access to the 'Financial - Edit Accounts' section, used to create/edit accounts within the system
• Financial - Transactions - Allows access to the 'Financial - Transactions' section, this logs all financial transactions in the system
• Run Reports - Allows access to the 'Reports' section, allows reports to be run to view and export all system data.

Steps to Create a New 'Admin' User Account

1. Go to Settings - Users in the main menu.
2. Click the 'add user' button at the bottom of the page
3. Enter the new user's details
   1. Full Name,
   2. Email,
   3. Logon Name,
   4. Security Level (Standard or Admin)
4. Configure the Users Access Rights for each part of the admin system to turn on/off the functionality/information they can access.
5. Enter and Confirm the Users Password.

Email Settings

The email settings screen is accessed via the main menu, under 'Settings - Email'.

It is used to configure the default email settings used within the system including:

• SMTP Server Address
• SMTP Port
• Default Email Address - used as the default "from" address when sending emails from the system.

Society Settings

The Society Settings screen is accessed via the main menu, under 'Settings - Society Settings'.

It is used to configure the basic settings with the system (as below), these settings are then used for various functions during the operation of the system.

• Society Name - used in email and document templates e.g. on the cover of the running card
• Kennel Club ID used in email and document templates e.g. on the cover of the running card
• Club Secretary Name - The name of the Club Secretary (used in some documentation e.g. on the running card)
• Registered Address - The registered address of the club secretary (used in some documentation e.g. on the running card)
• Club Joining Fee - The additional fee applied to new members joining the club (existing members renewing will not have this applied).
• Membership Grace Period -The length of time (months) after the current member's membership has expired before the joining fee is added to the membership fee when a member tries to renew via the website.
• Online Account -The bank account (selected from the bank accounts created via the Financial - Edit Accounts section) which is used for online payments
• Copy Email - the designated admin email address(s) to be sent a copy of confirmations when an online transaction is completed (e.g. a membership renewal or online entry).
• Email Subject - the subject used when sending each confirmation email
• Transaction Complete Template - the email template used when sending a confirmation email upon completing an online transaction (e.g. membership renewal or event entry)

 

Log

The Log screen is accessed via the main menu, under 'Settings - Log'.

This system log is used to log any errors or warnings generated by the system during operation.

It is a diagnostics tool for the developer to identify and fix any problems as/when they happen.

 

Pager

The Pager screen is accessed via the main menu, under 'Settings - Pager'.

The pager settings screen is used to configure how list pages operate on the website (i.e. how lists of content is divided and navigated),

 

Client Forms

The Client Forms screen is accessed via the main menu under 'Settings - Client Forms'.

The Client Forms settings screen is used to configure some elements of the web forms used on the website to 'post' or submit data into the system.

 

PayPal Fees

The PayPal Fees screen is accessed via the main menu under 'Settings - PayPal Fees'.

The PayPal Fees settings screen is used to configure your PayPal account and how it works with the website.

There are 2 settings used

1. Fixed Fee (the fixed amount added to every PayPal transaction) - this is intended to cover the processing fee applied by PayPal, so that a Member paying with PayPal contributes the same amount of money to the Club as someone paying via Cash or Cheque. 
   
   Note this can be set to 0 if you would like to absorb the PayPal transaction fees and encourage online Payments.
2. Percentage (the percentage fee PayPal applies to every transaction) - as with the Fixed Fee PayPal applies a percentage fee to every transaction, so, for example, a from a £10 payment processed via PayPal PayPal would subtract the fixed fee (e.g. 20p) and a percentage fee (e.g. 3.4% = 34p) and pass the remaining amount (£9.46 to the club). 
   
   In order to counteract this, we use these 2 settings to settings to increase the £10 fee accordingly so £10 is left from the transaction.