MFB Agent Microsites
Drupal Content Administrator Reference Guide
Getting Started and Document Key
Formatting
Throughout this document, various text styles are used to help readers identify elements that they may see or interact with on the website.
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Logging In
To log in to the website as an administrator or content editor, go to:
https://www.[yourwebsiteaddress].org/user/login
Enter your username and password, then click the [Log In] button.
Login Help
If you can’t remember your username or password, click the [Reset your password] tab.
Enter the username or email address associated with your account, and then click the
[E-mail new password] button. Instructions for accessing your account and setting up a new password will be sent to the email address associated with your website account.
Changing Your Password
Go to your account page by clicking on your [username] in the administrator toolbar. From there, click the [Edit] tab. Enter your new password in the Password field, and then enter it again in the Confirm Password field. Go to the bottom of the page and click the [Save] button.
Logging Out
To log out, click your [username] in the black admin toolbar. This will present new options in the gray toolbar, including a [Log out] link.
Admin Toolbar
The administrator toolbar is visible to users who are logged in and have at least one user role assigned. The options in the toolbar depend on the specific user role.
The top section of the administrative toolbar contains high-level administrative tools that may not be available to all users. These include Manage, Shortcuts, Development, et cetera. The bottom section contains common content editing and management tools.
User Management
Please note that only users with the Admin user role will be able to manage users.
List of Users
To view a list of current user accounts, click the [People] link in the administrator toolbar. You can also access the People page by navigating to:
https://www.[yourwebsiteaddress].org/admin/people
Adding Users
To add a new user to the website, click the [People] link in the administrator toolbar and then click the [+ Add User] link. You can also access the Add User page by going to:
https://www.[yourwebsiteaddress].org/admin/people/create
Provide a username for the new user and an e-mail address. You may choose the new user’s password manually, or you may leave it blank to have the user create their own password. Ensure that their Status is set to Active and their Roles are set correctly. Finally, it is recommended to select Notify user of new account.
Click the [Create new account] button to complete the user setup process.
User Roles
Content Admin are able to create, edit, and delete all content. They are able to make new user accounts. This role comes with security implications and should only be given to very trusted users.
Authenticated users are a default role added by the Drupal content management system. This simply indicates a user who is logged in to the website.
Removing Users
Please contact Gravity Works at support@gravityworksdesign.com or 517-481-2218 if you need to remove users from the website.
Managing Content
Content List
Click on the [Content] link in the administrator toolbar to see a list of all content on the website. You can also get to the Content List by going to:
https://www.[yourwebsiteaddress].org/admin/content
Filtering the Content List
You can limit the content list to find a specific type or piece of content. On the [Content] page, use the filters in the show only items where box.
The status filter allows you to find content with certain settings, such as [published] or [unpublished].
The type filter allows you to select certain types of content, such as [page] or [alert].
Once you have made your selections, click the [Filter] button to apply your selections. The page will reload to show only items that match your selection.
To return to the full list of content, click the [Reset] button in the show only items where box.
Viewing Content
To see a content node, go to the [Content] link in the administrator toolbar and click on the name of the content that you want to view. Alternatively, you can navigate to the content using your site’s public navigation if the content you are seeking is listed in your menu structure.
Editing Content
There are two ways to get to the edit screen for a node:
- Go to [Content] in the administrator toolbar, find the content you want to edit, and click the [Edit] link for that piece of content.
- Or, navigate to the content using your site’s public navigation. Once you are on the node (page), click the [Edit] tab.
Once you are on the edit screen you can make changes to your content. Make sure to click the [Save] button at the bottom of the edit screen to save your changes!
Deleting or Unpublishing Content
There are two ways to remove a node from your website. Before removing a node, consider setting it to [unpublished], which will remove it from public view but keep the content on your website in case you want to restore it later.
To delete content:
- Go to [Content] in the administrator toolbar, find the content you want to edit, and click the [Delete] link for that piece of content. This will take you to a confirmation page where you will have to select the [Delete] button again.
- Or, navigate to the content using your site’s public navigation. Once you are on the node (page), click the [Edit] tab. Scroll to the bottom of the Edit screen and click the [Delete] link. This will take you to a confirmation page where you will have to select the [Delete] button again.
To unpublish content:
- Go to [Content] in the administrator toolbar, find the content you want to edit. Hit the check box then apply the [Unpublish Content] action.
Creating Content
To create a new node, go to [Content] in the administrator toolbar and select the [+ Add Content] link.
Types of Nodes
Alert nodes are used to show an alert banner to users on the homepage. The Alert Banner will show as long as they are published. To remove an alert you will want to unpublish the node. If multiple alerts are published they will stack on top of each other.
Event nodes are used for adding all events. Events categories can be added to the taxonomy terms. The sitemap is currently not set to support an Events page. If this is a feature that is needed the developers will need to set up a view.
News nodes are automatically added to the News page. News items are displayed with the most recently posted item first and users are able to filter by keyword and kind.
Page nodes are used to create most of the pages on the site. Pages use layout paragraphs and allow editors to add content in multiple columns using stylized paragraphs. In Drupal, a Paragraph is a section of content with a specific layout, such as a block quote or Document list. Below is a list of all available Paragraphs for this node.
- Text Media
- Button
- Button Group
- Call to Action
- Accordion
- Block Quote
- Number Block
- Block
- View
- Checkerboard Piece
- Icon Block
- Icon Block Callout
- Newsletter Sign up
- Hero
- Icon List
- Icon List Item
Accessibility Best Practices
Headings
Headings and page titles should be meaningful to that page's specific content, as well as distinguish it from the others with a unique name.
Good heading structure outlines the content on each webpage, as most readers will scan the headings first. Proper semantic structure also means the page is flexible for a range of devices: whether someone browses your website with assistive technology or on their cell while in line at the store. There should be only one H1, usually the page title, on each webpage. Within that, the next division should be H2s, and subsections within each H2 should use an H3.
Plain Language
All language should be as short, and clear, as possible in the context. Avoid unnecessary complexities if terms are not known to your target users, or if a simpler format is available.
Error messages should ideally describe what requirements are not yet met, or what steps need to be taken.
Link Text
The words used when creating a button or link should be meaningful. "Click here" or "learn more" are not sufficiently descriptive of what happens when that link or button is selected. Indicate, using a verb, what will happen with that is selected; when a link will prompt a download, consider including the file type and size within the link text.
Alt Text
In cases where the images is not purely decorative, alt text should describe the information conveyed by that image. To be adequately descriptive, include not only the nouns ("smiling person") but also verbs ("smiling person walks into office").
Embedding Code
Third-party embed codes can introduce errors by being unreadable to or indistinguishable by assistive technology. When possible, name iframes by adding title="[iframe name]" in the source view. But the best practice is to be in control of your own content by avoiding embed codes.
Additional Resources
If you would like to learn more about Accessibility Best Practices you may want to visit https://accessibility.princeton.edu/how/content, https://www.w3.org/WAI/tips/writing/, and https://www.plainlanguage.gov/ for additional information.
Help from Gravity Works
If you need help with your website, please contact Gravity Works at support@gravityworksdesign.com or 517.481.2218. Your support resource is Jessica Knott and she can be reached directly at Jessica@gravityworksdesign.com.