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User guide
This is a guide to using SocietasPro.
The members module of SocietasPro, allows you to manage the membership of your group.
There is no distinction between a member and a user in SocietasPro. To give someone access to the administration panel, all you need to do is add them as a member and set their privileges to any level above member (administrator or manager), and they will be granted access to the administration panel.
You can import members on mass using a spreadsheet. To do this you must save your spreadsheet in CSV (comma separated values) format. This can normally be done by opening your spreadsheet application (Excel, Numbers, etc) and going to save as and selecting "CSV" in the format.
Your spreadsheet should be laid out with the top row being the header columns, and each member having their own row. It is helpful if the columns are named appropriately - first name, last name, email, etc, but they don't have to be - SocietasPro will try and intelligently work them out, and allow you to match up the rest.
As well as the standard information stored in the database, you also have the flexibility to add an unlimited number of custom fields to store extra data for each member in too. For example, you might want to store their hobbies, when their membership expires, etc. These can be created in the "Manage Fields" section of the members module.
There are currently three types of custom fields you can add:
- Text, which is a single text line.
- Textarea, which is a multi line text box.
- Select, which is a drop down menu. Options for the drop down should be placed in the box below, one per line.
The mailing list allows you to track subscribers, who aren't members but you still want to send emails to. From here you can add and remove subscribers.
You can generate a mailing list by going to "View Mailing List". Note that SocietasPro doesn't actually provide you with the functionality to send emails due to the amount of problems with spam filtering this can cause. Instead, it provides you with a list of subscribers you can copy into an email sending service such as Mail Chimp, or into your email client (it is good practice to use the bcc box).
You can import subscribers, either from a file or from directly pasting in email addresses. These can be separated by new lines, commas or semi-colons - SocietasPro will intelligently determine which one you are using and do the test.
## Events SocietasPro allows you to manage the events that will be published to your public website. You can also add locations using the "Manage Locations" section of the events module. This will allow you to create a location with a name and description (for example, including directions) once and then assign it to multiple events.
SocietasPro provides a full CMS (content management system) for you to publish pages to your public website. The page at the top will be your homepage. If you don't want to run a public website and just want to redirect to the admin panel, just delete all the pages you have.
You can move pages up and down in the menu ordering using the "Manage Pages" section of the pages module. If you want to create sub-pages, you can also edit a page and select a parent page - this will allow you to create nested pages which will appear differently in the menu.
Pages are only displayed on the public website when their status is set to "Published". If you want to take a page offline for editing, simply set the status to "Draft" and it will disappear from the public website.
The blog module allows you to write and publish blog posts to your public website. This functions similarly to the pages module, but is published in a more structured format.
The configuration module allows you to alter the setup of your SocietasPro install. There are a number of different options pages:
- The configuration page allows you to set basic configuration variables such as the name of your group
- The preferences page allows you to set your personal preferences, such as whether you want to use the high contrast theme for the administration panel to make it easier to see
- The language pages allows you to set the language the administration panel uses
The reporting section allows you to inspect what has been happening with your install.
### Audit Trail The audit trail, keeps a track of the changes made by anyone. So if you need to see who as edited, created or deleted a specific member, event, page, etc, you will be able to browse through all the changes made and find out which user made that change.
You are able to filter by the member that carried out the action, or by the action type.
### Error logs This records any errors encountered by SocietasPro. Generally, you will not need to look at this unless you are troubleshooting a bug.