Enter the URL of your organization’s website into your browser’s address field. Once at the site, locate the administration link which varies from template to template. Some samples are shown below:

 

 

 

Do not signup as a first time user since you require administrative privileges. You must use a login which has administrator privileges assigned to it the first time you logon. If you do not know your Administrator ID contact you PortalProdigy support representative. Once logged on as an administrator, you can provide any number of users with administrative privileges from their individual contact records.

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The Administration Menu is shown below:

 

 

The Administration Menu is organized into four columns representing different feature groups: the Contact Management Features Group; the Financial Transactions Features Group; the Content Management Features Group; and the Site Management Group. Features related to collecting and amending contact records and communicating with individuals and companies are grouped within the Contact Management column. Features related to financial transactions such as ordering, billing, and payments are grouped within the Transaction Management column. Features related to website visitors, services, products and public dealings are grouped within the Content Management Column. Features related to the look and feel of the website, its security, and best practices boilerplates are grouped within the Site Management column.

 

While the features are grouped separately for ease of operation, it is important to understand the many of the features interact. For example, the Transaction Management features interact regularly with other group features such as Events, Items/Products, Member Signup, etc since these features often involve sales, fees or contributions..