CMS > Users > All Users

These are the different types of USERS, with different types of ROLES (privileges):

– AoA, Gensler, RTXO » Administrator
– AoA RNDM » AoA Managers
– JLL » JLL Managers
– Dealers » Dealers
– Local Architects » Architects
– Crossover Consultants » Crossover Consultants
– Vendors » Subscriber
– General Public » Non Registered Users

Different Roles grant different access privileges.
Only Administrators can access WP Admin (CMS).

CMS > Users > Add New User

Here is where you will create New Users and define their roles and permissions.

– Username is required (standard format: first name initial + last name, ie jsmith)
– Email is required
– Password:
   A. You can have WordPress generate a strong password
        OR
   B. If you click ’Show Password’ you can enter your own.
        If the password you enter is weak, WordPress will tell you, but you will nonetheless have the option to click ahead.
– Roles: select from dropdown (see above)

Notifications:
– To send the New User an automated email about their account, keep the box checked.
– The Main Admin always receives a notification email with new users or user updates.

After creating a User, you’ll need to:
1. Add the User to the corresponding User Groups
2. Add the User to the corresponding Projects

CMS > Customer Area > User Groups

User Groups help us control the access to pages and information.

There are 7 Groups based on Typology:
   » Assign Users to the Typology Group for their Project(s)
   » Assign Administrators users to all Typology Groups

There are 4 groups based on Profiles:
   » Assign AoA and Gensler to ‘Administrators (AoA – Gensler)’ group
   » Assign AoA Managers to ‘AoA Managers’ group
   » Assign JLL users to ‘JLL Managers’ group
   » Assign Dealers and Local Architects to ‘Registered Users’ group
   » Assign Crossover Consultants users to ‘Crossover Consultants’ groupAssign the New User(s) to the appropriate User Group:
     1. Select a Group
     2. Click on the area under MEMBERS, and choose the user(s) you want to add to this group.

CMS > Customer Area > Projects

You need to add Users to Projects to grant them access to the appropriate content.
1. Select a Project
2. Go to the TEAM section
3. Add MANAGERS: select from the list –it shows only users with ‘Administrator’ profile.  

     Make sure to always add Rob, Lorrane, Melvin, Ramuntxo, plus the corresponding Gensler project managers.
4. Add CONTRIBUTORS: Add the Dealer and Local Architect, as well as the RNDM, Area Director, and JLL managers for this project.

(Note: We are not using ‘Guests’)

CMS > Customer Area > Projects > Add New Project

Here is where you create a New Project and enter key information.
– Title
– Welcome Paragraph; it’s the same for all projects
– Project Details
– Private Notes
– Contacts
– Team: add Managers and Contributors (see above)

In the righthand Column:
– Typology: Select the appropriate Typology for this Project
– Post Attributes > Template
Always select ‘Project Customer Area Template’
– Featured Image
This image appears as project page banner, and as the project’s thumbnail (2000 x 500 px jpg image). You can select an existing image from the Media Library, or upload a new image file.

CMS > Private Pages

After creating a new Project, you need to add content to it by assigning private landing pages to that project.
1. Select the Architecture Guidelines page with the appropriate Typology
    » Under Assignment > Project, add the New Project
2. Select the Specifications page with the appropriate Typology
    » Under Assignment > Project, add the New Project
3. Select the Visual Guide page with the appropriate Typology
    » Under Assignment > Project, add the New Project
4. Optionally, you can also assign custom pages to a project.
    For more information, see: Custom Galleries

AoA Typologies categorize dealer facilities into 5 different types of buildings; in the Framework this applies to Projects, Guidelines, Images, Specs, and Pages.

Current Typologies include:
– Terminal
– Neutral
– Stand-Alone Service
– ASCE Terminal
– ASCE Neutral

Originally they were 2 more typologies –now deprecated: CPO and ASCE CPO.

Please note: more than one Typology may apply to a given element, like Specs, or Images – but Projects have only ONE Typology.

CMS > Image Library

The Media Library is your image repository database, both as an image management tool, and to provide for visual content for the Framework.

To add new images to the Media Library:
1. Select ‘Add New’
2. Drag image file from your computer to the browser window to upload it
3. Select new image and add the corresponding meta data:
   3.1. The following fields are optional, but useful.
     – Title (for internal reference)
     – Caption
     – Description
     – Tags
   3.2.We have added additional taxonomy to manage Categories and Typologies, that we strongly recommend you use:
     – Media Categories
       This will help classify each image within the corresponding category.
       Categories may have subsequent categories.
       You can select multiple categories and subcategories.
     – Media Typologies
       This will help internal management and permissions.
       You can select multiple Typologies.

CMS > Image Library

Before uploading a photo to the Media Library, you need to optimize it for web use.
Use Photoshop or similar app to do so. First resize, and then save as JPG. (In Photoshop use the ‘Save for Web’ function)
– Color Mode: RGB
– Size: 2,000 pixels wide x 1,333 pixels hight aprox. (For Galleries)
– Format: JPG

CMS > Gallery

Galleries are collections of images.
Albums are collections of Galleries.
On the Framework we have one PUBLIC Gallery, and many PRIVATE Galleries –like the ‘Visual Guide to Key Elements’ galleries and the ‘Custom’ galleries for projects.

CMS > Gallery > Galleries > Public Gallery

There is already one main (public) Gallery set up. We use this to feature our best images and illustrate the ethos of the program.

If you need to add or delete photos:
» To delete a photo, mouse over the thumbnail (an X will appear) and click on it.
» To add a photo, click on the ‘Add Media’ icon, and select from the Media Library.

CMS > Gallery > Galleries

Visual Guide to Key Elements are private galleries, based on typology. They all are already in place.

Each Gallery has these three building blocks:
– Landing pages
  We have seven landing pages, based on typology. Each one features an eponymous Album.
– Albums
  An Album is a collection of Galleries.
  We have one Album for each Typology.
– Galleries
  A Gallery is a collection of Photos.
  We have several Galleries, based on Categories, for each Typologies.
  If you need to make changes, you will likely just want to modify an existing Gallery:
     1. Select the Gallery
     2. Add or delete photos
        » To delete a photo, mouse over the thumbnail (an X will appear) and click on it
        » To add a photo, click on the ‘Add Media’ (+) icon, and select image from the Media Library.

CMS > Gallery > Galleries

You can create custom Galleries for any given project. Follow these steps:

STEP 1: Create Gallery
CMS > Gallery > Galleries
1. Clone existing Gallery
2. Name new Gallery
    Use this syntax: ‘Custom Gallery – ProjectName – #. Subject’
    (‘Subject’ is a word or group of words that you choose to identify the gallery)
    Example: ‘Custom Gallery – Manhattan – 1. Interior’
3. Add or delete photos
    » To delete a photo, mouse over the thumbnail (an X will appear) and click on it
    » To add a photo, click on the ‘Add Media’ (+) icon, and select image from the Media Library.
4. Save changes

STEP 2: Create Album
CMS > Gallery > Albums
1. Create New Album / Clone existing Album
2. Name new Album
    Use this syntax: ‘Custom Album – ProjectName’
3. Add Galleries to Album
4. Save Album
5. Copy the Album’s ID code
    (You will need the ID code in the next step)

STEP 3: Create Custom Page
CMS > Private Pages
1. Clone an existing Custom Gallery page
2. Rename page
    Use this syntax: ‘4. Custom Galleries – ProjectName’
    » Edit the Permalink if you want.
3. Click on Elementor icon to trigger the visual editor
    Here you will edit 3 elements:
    » Edit the banner to change the image and title (according to Project)
    » Edit the Text element, or leave it as is.
    » Update the Album ID code
    » Select Typology (according to Project)
    » Select Featured Image
    » Publish it

CMS > News

Click ‘Add New’ to create a new post, and fill the following fields:
– Title
– Content
– Excerpt
Text has to have between 125 and 170 characters (including spaces)
(We limit characters in order to produce 3 lines in the tile, and keep the tile in that page harmonious.)
– Categories
» You HAVE to select ’News’
– Featured image:
The ideal size is 800 x 500 px
If the image is bigger but still in proportion, WP will resize.
If the image is taller, it will be automatically cropped accordingly. This can produce undesired cropping.
The image will be automatically resized for the Home page and for the tile in the News Landing page.

CMS > Guidelines >

Guidelines; these are self-contained booklets, one-page documents, built on Elementor. They open on a new window, have their own web interface template, and a specific lateral navigation menu –with jump-links.

These menus are built using the Superfly Menu plugin. They also have many sliders, are built using the Smart Slider plugin.The individual menus and sliders are added to each Elementor document via short-codes.

Guidelines are Private Pages, and linked to a specific Typology. Each Typology has several Categories. All guidelines have been already created. On the CMS, there is a ‘Typology’ filter to help find any Guideline.

There are three 3 main elements (each one with its own databases) that comprise this section:

– SPECS: distinct elements defined by the program.
– PRODUCTS: one or more products approved by the program to fulfill a given spec.
– SUPPLIERS: Approved list of companies that supply the Products.

Please Note: in this section we discuss how to add and manage Suppliers (aka Vendors) in the Specs section. This is a completely separate process from giving Suppliers access to the Framework (See Users / Vendors section for more info).

CMS > Specs

When adding a new Spec, you will need to complete the following info:
– Post Title (for internal use)

General Info:
– Item # (code)
– Title (what appears on the front end)
– Image
– Description
– Inception Date (date a Product is approved)
– Discontinuation Date (date a product is discontinued. 

   We will leave this blank until then. Then we will un-publish it. 

   (If the field is empty, it will be hidden in the front end).
– Element Categories
   » Select Category
     – Finishes
     – Furniture
     – Lighting
     – Signage
     – Wall Graphics
     – Sport
  After you select a Category, a specific set of fields will appear.
   » Select Subcategory
   » Complete the appropriate fields

Specs Products: 
Here’s where you will add / edit Products approved for this Spec.
   » Add Product(s)
   » Click ‘Add new Product’ OR ‘Connect existing Product’
   » Complete the appropriate fields
   » Update Product
   » On the list, click on ‘Quick Edit’ to make edits right there.

      Or, on the list, click on the Product title, or click on Edit; this will take you to the Product screen.

Right Sidebar:
– Typology
   » Select the appropriate Typologies
– Element Category
   » You HAVE to select the Category in the Sidebar AGAIN!

CMS > Products

Product Details:
» Following the same logic as in Specs, complete the fields with the available information.
» You can also append additional technical PDFs.

Spec for this Product:
» Select one Spec from list of Specs.

Supplier for this Product:
» Select one Supplier from list of Suppliers.

CMS > Suppliers

Suppliers Details:
» Following the same logic as in Specs, complete the fields with the available information.

Supplier Products:
» You can add Products to this Supplier here, OR input supplier info when you create a PRODUCT.

There are 3 private Reference pages.
(These pages are maintained by RTXO)

FAQ
https://audiframework.com/private-pages/faq/
This private page is accessible (on the right sidebar) to all registered users, but intended for Dealers and Local Architects.

FAQ for Admins
https://audiframework.com/private-pages/faq-admin/ 

This private page is accessible (on the right sidebar) only to ‘Administrators’, it’s a reference and user manual for the team of AoA and Gensler administrators that manage the Framework. This page provides guidance on how to use the CMS to add / edit content, and to manage users and permissions.

Frequently Used Documents
https://audiframework.com/private-pages/frequently-used-docs/ 

This private page is accessible (on the right sidebar) only to users with following Role:
– Administrator
– AoA Managers
– JLL Managers
This page is a repository for Enrollment Forms and other documents, available for download to project managers. To upload more documents to this page:
   1. CMS > Media Library: Upload document
   2. CMS > Private Pages > Frequently Used Documents: Edit page.
  

On the private area of the Framework website we have several Form Pages:

Framework Feedback
https://audiframework.com/private-pages/feedback/
Accessible only to Registered Users with the following Role:
– Administrator
This page is for Framework Administrators to provide feedback about their user experiences of the Audi Framework, to propose new ideas and features, and to communicate with RTXO about requiered changes or tech support. The page offers a way to track requests, and their resolution.
When a new entry is submitted, Ramuntxo receives an email notification.

New Project
https://audiframework.com/private-pages/new-project/
Accessible to Registered Users with the following Roles:
– Administrator
– JLL Managers
This page allows JLL to initiate the creation of a new project on the Framework. JLL will enter the basic info. This will create a new project in the CMS, with Status: Draft. After this, an Administrator will use the CMS to review this new entry, add the additional content, set up users access, and eventually publish the new project to the Framework website.
When a new entry is submitted, Ramuntxo receives an email notification.

Submit Product Updates
https://audiframework.com/private-pages/product-updates/
Accessible to Registered Users with the following Roles:
– Administrator
– Subscriber (Vendors)
This page is for Vendors to communicate with Administrators, and use this form to submit updates or changes about their products. They may also submit new products for our consideration.
When a new entry is submitted, Sophie receives an email notification.

Elementor is a powerful and flexible visual page builder. The Framework developers used it to build the UI.

But in most cases you don’t need Elementor to edit content on the pages, because many pages are Templates where the layout does not need to change, and the actual content is populated by Custom Post Types.

The main exception are the Guidelines; these are self-contained booklets, built on Elementor.

Additionally, some secondary pages also require Elrmentor to be edited:
– Home (Slider, main 2 panels)
– FAQ
– FAQ for Admins
– Approved Suppliers
– Resources
– Contact