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QSG: Web Office Tour

Web Office Quick Start - Tour

The Web Office is the administrative heart of ChurchInsight. This powerful tool enables you to create new content for the web site, manage the contact details and involvement of each of your members and complete many of the day-to-day tasks of church administration.

 

This quick start guide provides a brief overview of some of the main features of the web office.

Entering the Web Office

If you haven't logged in to the web site already, do so now. Click the Login link at the top of the home page and enter your login name and password.

 

Once you have successfully logged in, click the Web Office link at the top of the home page. The Web Office will be displayed shortly afterwards.

Working in the Web Office

The Web Office is divided into three main areas: the site manager, task pane and work pane.

 

The task pane

The task pane allows you to access the main administrative areas of the Web Office.

 

 

Mailing - Launch the mailing centre, a tool that enables you to communicate with different groups of members using the most effective means.

 

Resources - Launch the resources centre, an area where you can manage bookings for resources you own.

 

Reports - Produce reports on web site usage, organisational structure, attendance records, rota double-bookings and more.

 

Settings - Configure your web site settings such as the address book policy, search engine keywords and acceptable use policy.

 

Help - Display the on-line help file, a comprehensive reference guide to using the ChurchInsight system.

 

Exit - Leave the Web Office and return to the web site home page.

Note: Some of these items may not be available to you if you do not have the appropriate access permissions.

The navigation pane

The navigation pane allows you to select an appropriate area to perform a particular activity.  For example, in the Site Manager are this may be a group where you wish to publish an article, or in the Resources centre it may be a resource to book.

 

The items available in the Site Manager area are as follows:

Folder structure

The folder structure combines the ability to manage contact information for your members, the groups they belong to and the content on your web site.

 

Mailing Lists

Store contact information for visitors and friends of the church in the mailing lists area.

 

Network

Adding other ChurchInsight web sites to your network favourites allows you to publish their articles and events on your own site.

The work pane

The contents of the work pane depend on which item is currently selected in either the navigation pane or the task pane. Select one of the folders in the Site Manager navigation pane to display a series of tabs as follows:

 

Display an overview of the contents in the currently-selected area.

Create and publish articles and adverts on your web site.

Manage images, downloadable files and audio/video resources.

Moderate the discussion forums belonging to the selected area.

Display information about the chatter zones available in your group.

Display the calendar for this group, add and modify events.

Organise rota duties for members of the group.

Record attendance data for the group and track attndance trends.

Display this group's bookings for items stored in the resources centre.

Manage group membership and display/edit contact information.

 

Delegate responsibility for tasks by assigning permissions to others.

Note: Some of these items may not be available to you if you do not have the appropriate access permissions.

 

The Site Manager

Most of your work in the Web Office will be done in the Site Manager - the area of the Web Office designed for managing your contact database as well as the content on the web site. The Site Manager is divided into the following areas:

 

 Church home

Church home represents your central database. Every name that appears in one of the normal groups (see group folders below) must also appear in the church home group members list. Some of the people in this area will also appear in the address book of your web site.

 

Church home also allows you to configure which people have access to the web site and to process new applications.

 

This area can also be used to store documents which are not normally available through the normal menu structure for example, a welcome message on the web site home page.

 

  About Us

The about us section allows you to create content as an introduction to site visitors. For example, "our vision", "our history", "contact us", etc.

 

The only options available in the work pane when an about us folder is selected are: Summary, Documents, Media and Permissions.

 

 Group folders

The group folders represent your organisational structure. This allows you to delegate responsibility for the content of the site and to show the involvement of your members. For example, your PA team migh be located as follows:

 

 

 Features

The features section is designed for content on your site that isn't for first-time visitors and doesn't belong to a group within your organisation. For example, it can contain "seminar notes", "teaching series", "special features" and any other reference resources.

 

The only options available in the work pane when a features folder is selected are: Summary, Documents, Media, Forums and Permissions.


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