Staff Help
Taxonomy Terms
You can add / edit taxonmy terms as required.
Located on CMS menu - Structure > Taxonomy - Tag manager
There is an option to search and filter by type for existing tags.
When a new tag is added or existing one is edited after saving you must select "Rebuild Cache" to see you changes instantly.
Note: Whiteletter term is used for the newsletter all others apply to articles.
Article Image (Listing thumbnails not showing)
When an article has main image this is used to create thumbnail on listing page.
Please note if the title of article is greater than 70 characters the thumbnail image will NOT be displayed.
New users registration flow reference
The following table is a reference for the tasks and actions done when a new user has registered or created manually.
| Created by | Registration Type | Auto assigned role | Auto assigned newsletter | Premium Content | Welcome Email |
|---|---|---|---|---|---|
|
Sales and admin (manual) |
|
|
|
None | Requires checkbox selection - Notify user of account |
|
|
|
Only 3 article but can be changed in user settings | Requires checkbox selection - Notify user of account | |
|
|
|
Unlimited access | Requires checkbox selection - Notify user of account | |
| User registration |
|
|
|
None | automatic |
|
|
|
Only 3 article but can be changed in user settings | automatic |
Editing existing users - Sales and admin roles only
The table below defines the action to be taken for certain task around the management of an existing user.
| Task | Action to be taken |
|---|---|
| Upgrade trial user to PAID subcriber |
|
| Upgrade premium trial user view count | In user account - amend 'Article View Limit' with new limit and rebuild cache |
| Block user | Set status to blocked |
| Downgrade paid user (stop them viewing premium content) |
|