Staff_directory_doc | Web Design & Development Madison, WI

APPS

Staff Directory

Staff Directory icon Visit the Staff Directory app by selecting it in the app menu or by visiting the Dashboard and selecting it there. Use this app to present the people who work at your organization to your website users.

The Staff Directory is a robust app with a variety of features. It is possible that your staff set-up does not require all of the available features, meaning that not all of the following documentation applies to your set-up.

Creating/editing a staff member

Contact information
Meta information
Assigning categories
Biography
Adding images
Staff member location
Assigning tags

Creating/editing categories

Creating/deleting tags

Adding featured staff to a content block

HOME PAGE

The Staff Directory home page contains a grid of all of your staff members, which you can sort (A) and search (B). (The default sort is alphabetical.)
Each listing (C) tells you the staff member's name, email address and location, whether the item is hidden, and gives you the option to edit or delete an item by clicking the appropriate icons (D). You also can edit an item by clicking it.
Select an option from the SELECT CATEGORY dropdown menu (E) to access a specific set of staff members.
The HIDDEN ITEM icon (F) indicates a staff member that has been hidden from public view on your website
Return to this page by clicking VIEW ALL STAFF (G) from any page within the app.
Get started on a NEW STAFF member entry (H)
Create, edit and delete tags (I)
Create, edit and delete categories for staff members (J)
Read documentation on the Staff Directory app (K)

NEW STAFF MEMBER

Click NEW STAFF from any page in the Staff Directory app.

CREATING/EDITING A STAFF MEMBER

ON-PAGE NAVIGATION

Quickly jump among sections on a staff page by using the navigation:

GENERAL

Enter the staff member's NAME and TITLE
Select an option from the EMAIL dropdown menu, or add a new email address and click the + icon
Enter the staff member's PHONE number
Enter a META TITLE and META DESCRIPTION. A well-written meta title will help boost the staff member page's SEO, while a sound meta description can entice a user to visit the page to learn more about the staff member. LEARN MORE
Keep the FEATURED ITEM in the default NOT FEATURED position to not includes this staff member in an area or areas on your site where certain staff are featured. Click it to include the staff member.
Keep the HIDE ITEM toggle in its default PROFILE LIVE position to publish the staff member page. Click it to hide the page.
Keep the HIDE FROM CATEGORY SEARCH RESULTS toggle in its default SHOWN position to show this staff member when a user searches for staff using the Category filter. Click it to hide the staff member.
Click an item from the AVAILABLE CATEGORIES field to assign it to the staff member; it will move to the ASSIGNED CATEGORIES field. Click an item from the ASSIGNED CATEGORIES field to unassign it.

STAFF INFO

Click each respective blue bar to reveal the page editor to enter the BIO, FEATURES and SPECS
Write a BIO for the staff member

Example: John has been with Don’s Auto Repair & Sales for 12 years. He has an associate’s degree in automotive training technology from Madison College. John and his wife, Cathy, live in Sun Prairie and have two daughters.

The FEATURES and SPECS will vary depending on the execution of your website

IMAGES

Select the appropriate folder from the dropdown menu that contains an image or images for this staff member
Click an image in the SELECT IMAGES field to apply it to the staff member; it will move to the APPLIED IMAGES field
To remove an image, hover over it in the APPLIED IMAGES field and click the “x” icon
Drag and drop images in the APPLIED IMAGES field to reorder them

LOCATION/DEPARTMENT

Select an option from the LOCATION dropdown menu, or add a new location and click the + icon.
Enter the specific ADDRESS of the chosen location

NAVIGATING AMONG STAFF MEMBERS

Every staff member page contains a dropdown menu for easy access to other staff members

CREATING/EDITING A CATEGORY

Click the MANAGE CATEGORIES from any page in the Staff Directory

Enter the CATEGORY NAME (example: service technicians) and, in the page editor, the category description (if applicable)
Select an item from the AVAILABLE CATEGORIES list to edit it
Click + NEW CATEGORY to create another category
Click the SAVE button when you are finished creating/editing your category, or the DELETE button to delete it.

CREATING/DELETING TAGS

Click the MANAGE TAGS button from any page in the Staff Directory app

In the FILTER TAGS, OR ADD NEW field, start typing to filter tags. Type a tag title then click the + icon to add a new tag.
Click a red 'x' to delete a tag ABOUT TAGS

ADDING FEATURED STAFF MEMBERS TO A CONTENT BLOCK

Click the module icon from a content block (if the content block doesn’t have a module icon, CONTACT US)
Choose FEATURED STAFF from the CONTENT TYPE dropdown menu
Enter a number in the NUMBER OF ITEMS field

Click SHOW ALL FEATURED ITEMS to include all of your staff members. The module block will now show a new, random set of featured staff members, matching the number you entered in the previous step, each time a user visits the page containing the Featured Staff module block.

Click an item in the AVAILABLE CATEGORIES field to sort featured items by category; it will move to the APPLIED CATEGORIES field. Click an item in theAPPLIED CATEGORIES field to unassign it.
Click a tag in the AVAILABLE TAGS field to sort featured items by tag; it will move to the APPLIED TAGS field. Click a tag in theAPPLIED TAGS field to unassign it.

Click the SAVE (click the CANCEL button to return to the page you are working on without making any changes)
The content block will contain the featured item(s)

MANAGING FEATURED STAFF SETTINGS

Click either the pencil icon or the module icon of the content block that contains featured staff
You will be taken to the Module Manager, where you can edit the settings

I STILL NEED HELP

DOCUMENTATION

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