Editor Toolbars

Configuring Editor Toolbars

Why you would use a ToolBars module

Discover the benefits of using a Toolbars module to streamline website navigation, enhance user interaction, and improve accessibility with customisable tools.

When do you need a Toolbar

When the user needs to set up the toolbar of the user group.

How to Create a New Toolbar configuration

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click Settings > ToolBars in the left navigation
  • 3
    Click Create New Toolbar
    Editor Toolbars
  • 4
    Field Overview:
    • Name (1): Toolbar configuration Name
    • Page Toolbar Setup (2): setup for page content editor
    • Basic Toolbar Setup (3): setup for basic toolbar
    • Preview (4): preview icons on the toolbar to display
    Editor Toolbars
  • 5
    Input the name required field, set up the page toolbar and basic toolbar then click Create button.
    Editor Toolbars
    Editor Toolbars
  • 6
    View the Toolbar listing on the grid.
    Editor Toolbars

How to Edit Toolbar configuration

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click Settings > ToolBars in the left navigation
    Editor Toolbars
  • 3
    Click the first icon per row on the grid.
    Editor Toolbars
  • 4
    Input information for update and click Save or Save And Continue Edit: need to pass the validation before the update.
    Editor Toolbars
    Editor Toolbars
    Editor Toolbars
  • 5
    View the Toolbar Listing.
    Editor Toolbars

How to Delete Toolbar configuration

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click Settings > ToolBars in the left navigation
    Editor Toolbars
  • 3
    Click the third icon per row on the grid.
    Editor Toolbars
  • 4
    Click OK from confirm message: need to pass the validation before deleting a record.
    Editor Toolbars
    • If this toolbar is related to a user group.
      Editor Toolbars
    • - Click unlink before deleting the toolbar.
      Editor Toolbars
    • - Click the delete button in top-right
      Editor Toolbars
  • 5
    Click OK from the successful message
    Editor Toolbars
  • 6
    Confirm from the list if toolbar is already deleted
    Editor Toolbars

Set Up Toolbar for New User Group

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to User Management > User Groups
    Editor Toolbars
  • 3
    Click Create New User Group
    Editor Toolbars
  • 4
    Input data must pass all failed cases
    Editor Toolbars
  • 5
    Click Create or Create And Continue Edit
  • 6
    Click Create: back to the User Group listing and show a message create successfully
    Editor Toolbars
  • 7
    Click Create And Continue Edit: redirect to the edit user group page and show a message create successfully
    Editor Toolbars

Set Up a Toolbar for Existing User Group

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to User Management > User Groups
    Editor Toolbars
  • 3
    In the User Group listing, click the first icon to go to the user group for the editing page.
    Editor Toolbars
  • 4
    Update value, select toolbar for user group if any
    Editor Toolbars
  • 5
    Click Save or Save And Continue Edit
    • Click Save: back to User Group listing and show message edit successfully
      Editor Toolbars
    • Click Save And Continue Edit: keep going to the edit page and show a message edit successfully
      Editor Toolbars

Setup User Group for New User

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to User Management > Users
    Editor Toolbars
  • 3
    Click Create New User
    Editor Toolbars
  • 4
    Input information for the User
  • 5
    Select User Group
    Editor Toolbars
  • 6
    Click Create or Create And Continue Edit: must pass all failed cases
    • If you click Create:
      Create message successfully
      Back to grid
    • If you click Create And Continue Edit:
      Create message successfully
      Redirect to form edit

Set Up a User Group for Existing User

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to User Management > Users
    Editor Toolbars
  • 3
    From the User listing, click the first icon per row on the grid
    Editor Toolbars
  • 4
    Setup User Group for User
  • 5
    Select User Group
    Editor Toolbars
  • 6
    Click Create or Create And Continue Edit: must pass all failed cases
    • If Click Create
      Create message successfully
      Back to grid
    • If Click Create And Continue Edit
      Create message successfully
      Redirect to form edit

Loading Toolbar by User Login

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Set user group that can edit the page
    Editor Toolbars
  • 3
    Log in as the user that has the user group assigned toolbar access
    Editor Toolbars
  • 4
    Go to the page to edit or create a page
    Editor Toolbars
    • (1) Basic Toolbar
    • (2) Page Toolbar

Configuring Editor Toolbars for User Groups

Configuring Editor Tool Bars for User Groups Overview

Group Messages

What is a group message?

A group message can be used to notify a group of users on login. Each member of the group will see a message on the screen when they log in to your portal or website.

Not sure about user groups? See how to manage User Groups

Why would you use a group message?

This function provides a simple way for the admin can send messages to users in many groups at the same time. This module can be very useful if an admin user wants to send information through a bulk of users or organisations.

  • An example of a Group Message
Group Messages

Creating a Group Message

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    On the left navigation, select User Management > Group Messages
    Group Messages
  • 3
    Create a message on the Group Message Listing page
  • 4
    Click on the Create Group Message button
    Fill in the following details:
    • Enter an optional Start and End Date if you want to control the group messages by date
    • Page: select a page on which the message will show, normally this would be set to the home portal main page visited by most people
    • Select the Group: The group which will be shown the messages (mandatory)
    • Not In Group: Users who may be in the group selected for the messages but are also in this group, will not see the messages
    Group Messages
  • 5
    Click Create or Create and Continue Edit once done

Group Redirects

Why use the Group Redirect Module?

Often a company wishes its users to land on a specific page - regardless of where else they may need to go on the website.
This is the way to control the landing page for a specific group

How to automatically navigate to a document or page?

When a client has Logged In successfully, the user will be redirected to the URL specified in the Group settings.

 

Creating a Redirect for a User or User Groups

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Click User Management > User Groups
    Group Redirects
  • 3
    Create a New User Group (or edit the name of an existing group)
    Group Redirects
  • 4
    Update Redirect URL in the available User Group
    Group Redirects

Set Up User related to User Group

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to User Management
  • 3
    Users and choose to Create New User (or edit an existing user)
    Group Redirects
  • 4
    Or update the User Group
  • 5
    Log in with the user and check the result
  • 6
    Log in page
    Group Redirects
  • 7
    After Logging in successfully, the user will be redirected to the URL specified in the Group Settings and the selected page will be displayed.
    Group Redirects
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