Administering the Agency Extranet

There are four universal settings listed under the "settings" link (one of the site utilities mentioned earlier). The universal settings apply to every client page in the system. These items include "edit client page information," "view universal contacts," "view universal documents," and "view system administrators."

Edit client page information - This page allows you to change your agency's address, phone number and website address. You can also add your company's logo on the attachments tab so that it displays on the log in screen an on each client page. We can change the general color palette of the client pages as well, but we'll need to make this setting for you when you initially set up the system.

View universal contacts - This link allows you to view the universal agency contacts that display on the top of every client page next to the agency logo. These contacts are listed with the standard NewfangledCMS content list (see "document tools" above). This screen also allows you to add additional universal contacts through the link at the top of the list.

View Universal Documents - The universal documents appear in a right hand column under the "Documents and Links" section within the "Reference" heading. These documents will display on every client page. Our client pages display useful background information in this section. For example we've added our contract terms, and other standard information. The administration screens for the universal documents are listed in the standard NewfangledCMS list view. As noted above, clicking the ID of the document in the NewfangledCMS list brings up the administration screen. The fields for these documents include title, link (for external pages), date, view order and content. The content field is a generic area for whatever content is needed. The NewfangledCMS formatter tool is connected to this field so content can be formatted using familiar tools.

View system administrators - The "view system administrators" link lists all the internal staff with access to Client Manger.