Getting Started with Stories

 

Tag Categories and Tag Names

We recommend that you setup your initial story tag categories and tag names first.  You can add, remove, and edit your Tag Categories and Tag Names at any time. Your project manager will be happy to assist you with this.

Tag Categories and Tag Names

The Story Tag Category   is a container to add 1 or more “Tag Names” aka Tags . An Example of a Tag Category is “Buildings” the tags created in the Buildings Category would be your school buildings names.  Here are some examples where Building, Department and Topics are the Tag Categories and the Tag Names for each.

To access the tags select Tag Categories in the upper right corner.

Add Tag Category

To Add a new Tag Category, select + Tag Category button in the upper right. 

Enter the Name for the new tag category. The description and image are optional and not needed. 

At least one Tag Name must be added (see instructions below) before you can save the Tag Category. 

Adding/Modifying Tag Names

When viewing the list of Tag Categories, you can select to Edit or delete the Tag Category.

Note: If you delete a Tag Category, you will be warned if any stories reference tag names within the category.  You will be able to delete and the associations will be removed from the stories.

While adding or editing a Tag Category, Under the Tags section, you can:

1. Add a Tag –Select the + Tag button.  Enter the Name for the tag. All other information is optional.
   

1. Edit a Tag –click the pencil icon for the tag, update the tag name and other options and Save.

1. Delete a Tag – click the trash icon for the tag. 
   

Note: If the tag is referenced, there will be a warning, but you can still delete the tag.

 

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Bylines and Authors

The Stories module allows you to setup default bylines that you an select from a list that you create. This is useful if you plan to use the Byline attribute for a specific purpose.  Possible uses of byline:

1. Name of Author
   
2. Location 
   
3. Principal's Name
   

The Byline can be styled to look different from other fields.   Based on your needs your Project Manager may recommend using the Byline. 

Note: You can still enter any text into the byline and do not have to select from the list.

Managing Byline/Authors Selection List

When viewing the List of Stories, select the Authors button in the upper right. 

From here you can add, edit, and delete Byline Authors.

Add Author: select the + Author button in the upper right.

Enter the Name of the Author and Save.

Edit/Delete Author: from the list of Author names, you can select to edit and/or delete an author.

Note: Editing a Byline Author will only change the name in the selection list.  It will not update the byline of existing stories.

Note: Deleting a Byline Author will not affect any story that used the Byline Author

 

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Story Editors and Publishers

Web Admins can set permissions for any staff member to have access to add and/or publish new stories.

1. Story Editor – can add and edit their own stories.  They cannot publish stories and are required to go through an approval process.   This technically could be a student.
2. Story Publisher – can add, edit, and publish their own stories.  In addition, they can also have rights to receive notifications to review and publish stories created by Story Editors.
   

Assigning Permissions to Staff / Users

Select the Staff/Users menu at the top of the Admin Control Panel. 

Note: Access to Staff/Users is typically limited to Web Administrators, however, you can provide access to the Staff/Users to other staff members.

You will now be viewing a list of the staff/user accounts.  Locate the account you wish to add access to Stories by searching for the user’s name. Click the gear to the left of the staff member and select Permissions.

The Role should be set to either Content Editor or Content Publish if it is currently Staff Member based on the type of permission that you will be assigning. If it is already set to either of these, do not modify the Role.

Story Permission Assignments

From the "Stories" tab (shown above), set the desired permissions for the staff member.

1. Editor – can add/edit new stories and can only edit stories they added.
2. Publisher – can add/edit new stories, they can publish their own stories.
3. Administrator – can add/edit ALL stories and will receive notifications when a story is Ready for review and can publish ALL stories.
   
4. Can Manage All Tags - set to Yes if the staff member can add, edit or remove Story Tags.

Select Save & Close.

You may need to grant the staff member access to a Website File Folder so they can upload documents and/or images.

 

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