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Glossary of terms


Admin/Administrator(s):   These people will have full control over all aspects of the configuration and content of the website.  They have the authority to make changes in all areas of the site.  For example they can generate reports, add content and images to the site, email users, and view all personal data collected by the website’s users. Click here to get more information on how to add an administrator to your site.

Article: Articles can have begin and end dates, full rich HTML, and a "priority" which controls the display sequence. You can also choose whether to show the article's rich content directly on the home page, or whether to show only a plain text preview.

Authorized:  Users can be marked as authorized by visiting REPORTS, Users, and checking the box in the Authorized column.  This gives the user access to any Restricted content on the website.  Be careful when marking a user as authorized that this person is a legitimate member of your community.  Remember that anyone in the world could create an account on your website and become a user. Note besides the default Authorized and PTAMember, there is also addtional roles can be set t control access. Those roles are set under Site -> User Custom Auth Roles.

Custom Page:  A page on your website that has custom content of your choice, including rich text and graphics.  It has a permanent address that you can link to from your menu bar, announcements or anywhere within the website.

Document:  A document could be a PDF file, Word document, Excel document, etc.  You can upload documents into your Document Library, and then visitors can view or download those documents.  If you have many documents, it can be useful to organize them into folders on your website.

Event:  An event is an item that appears on your calendar.  An event could occur at a specific time, or it could be an “All day” event which doesn’t have a specific time associated with it.  “All day” events can also span multiple days. An event with different start and end dates that are not all day will show up as recurring for their time slot across the date range.

Order:  An order is a completed transaction and may consist of multiple order items.  It may or may not be paid for either by check or PayPal.  To see a list of all the orders for a particular item or program, go to REPORTS, Orders.

Order Item: An order item is one single product within an order.  An order may consist of several order items.  To see all order items for a particular product go to REPORTSOrder Items. Select the program and product from the drop down menu boxes, and click Apply.

Packet:  The best way to visualize a packet is to think of a physical packet of forms that your child has brought home from school, all stapled together.  A packet on your website consists of a series of pages that your users will visit in a certain order.  You can include multiple different types of pages to show they belong together.  Your packets might include these types of pages: Event Registration, Volunteer Sign Up, Informational, Products for sale, and Payment.  For help creating a new packet, click here.

Packet Page:  One of the pages within a packet.  Every page within the packet can be one of five different types of pages: Event Registration, Volunteer Sign UpInformational, Product for sale, Payment.

Product:  A product is anything that you are selling or collecting money for.  Some examples include: PTA Membership, sweatshirt, hot dog, etc.  When you are requesting donations through your website, the donation is also considered a product, because it is something that requires payment even though you may not be providing a physical item in return. A product is tried to a program. For help creating a product,  click here.

Program:  A program is a committee, activity, or program offered by your organization.  It is helpful to begin by entering all of your school’s programs when you first begin working with your new website.  Programs may have related products and  volunteer positions, and packets can include pages from one or more programs. A program has a description, and can have one or more chairpersons associated with it. For help creating a program, click here.

Restricted:  Throughout the website there are boxes which, when checked, allow a page to be “restricted”.  By putting a check in the box the page is then marked as sensitive or confidential. This will allow only authorized users of this website to view this page.

User:  Somebody who is using the front end of the site.  This can be either a visitor or a user of your organization’s website.  A visitor is an anonymous person who can see all that is in the public, non-restricted areas of the website.  A user has completed the registration process, has an account, and is able to participate in sign ups, purchase products, or fulfill a volunteer position.

Volunteer Position:  A volunteer position is a particular job, role, or task that you are trying to recruit volunteers for.  Examples could include "science fair judge", "yearbook photographer", or "bake cookies for teacher appreciation". Volunteer positions are tied to programs. For help creating a volunteer position, click here.

Volunteer Sign Up:  A volunteer sign up is created when a user volunteers for one of your volunteer position.  You can view all of your volunteer sign ups under the REPORTS section on the admin side of your website.