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For Collaborators: Updating Project Portal Using the Content Management System

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Heather Yu edited this page Aug 15, 2023 · 2 revisions

The Project Portal’s Content Management System

Document Version: 1

Site Version: 4.0.2

Author: Aisulu Omar, Center for Computation and Visualization, Brown University

Introduction

Login to the Content Management System

Add a New Contact

Add a New Topic

Add a New Project

Introduction

The aim of this document is to provide information on how to access the Project Portal’s content management system (CMS) and add or update content, including projects, contacts and topics. The following sections go into how to:

  • Login to the CMS
  • Add or update a contact
  • Add or update a topic

Warning: Before adding a new project to the “Projects” Collection, you need to make sure that all “Topics” and “Contacts” required already exist. 

Login to the Content Management System

  1. Once you navigate into the Project Portal website, add `/admin` to the end of the web link.
  2. You will need to login using your official work email address.
  1. Once you logged in, you should see the following window:

Add a New Contact

  1. If contacts associated with the project do not already exist, you will need to add them in the “Project Contacts” collection.
  2. Once the necessary fields are filled out, you can save the draft. Note, in case of fields in the new contact, only “Name” is necessary, the rest of the fields are optional.
  3. Once the draft is saved and ready to publish, set the status to ready and then publish.
  1. New contacts will appear in the list after they have been published.
  2. If the contact needs to be removed, you can delete the entry.

Add a New Topic

  1. If topics associated with the project do not already exist, you need to add new topics to the “Topics” collection.
  2. Topics only require a single line to be filled out. This is what will appear on the public project portal page, so it should be short and memorable.
  3. After the topic draft is saved, change the status from “Draft” to “Ready”.
  4. Publish the topic.
  5. If the topic needs to be removed, you can delete the entry.

Add a New Project

  1. Once necessary contacts and topics have been published, you can add a new project.
  2. Hints below every field will help you navigate through.
  1. You will have to fill out all the required fields. Optional fields are denoted by “(Optional)” in their name. All other fields are required.

  1. Topics and contacts can be added in the “Topics” and “Contacts” fields. Remember, if you don’t see a topic or a contact, you must add it in the Topic or Contact collection.

  1. The Main Contact must be a single contact. Extra contacts can be added in the Project Team. 

  1. Once the project fields are filled out, you can save the draft.
  2. Once the draft is saved, change the status from “Draft” to “Ready”, then press publish.
  1. After a few minutes, the published project should appear in the Project Portal. 

  1. If the project needs to be removed, you can delete the entry.
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