Release 1.5.5 (20-11-17) - Department Admins, FAQ page for requesters, redesigned portal settings page

New features in this release:

New Department Admins role for administering individual departments

Overview:

Department Admin is a new role that lets a user administer their department while still restricting their access to other departments' requests and account-wide settings. They can add users to and edit their own department; edit any alerts, templates and tags; but do not, however, have access to portal settings. This role is recommended for decentralized agencies where each department would like to manage their own content and requests

How to use this feature:

Admin users can now find the option for department admin in the drop down menu for “role” in individual user settings. When the user next logs in, they’ll see the admin link at the top where they can access all of the admin sections mentioned above.

Things to be aware of:

  • Department Admins can access/view/edit all templates, alerts and tags. Because of this, we recommend having a naming convention so that each department knows which templates/tags are theirs.
  • Department Admins can see all departments but can only edit their own
  • Department Admins can see all users but only edit their own (or users who are in no department).
  • Department Admins cannot edit regular admin’s accounts, even if they're in the same department.
  • In regards to request access - department admins can view all the same requests that a publisher in their department can view (making them a department admin doesn’t give them visibility into additional requests).
  • A complete list of actions that Department Admins can take can be found here.

FAQ page for requesters and public

Overview:

The FAQ is a new page on the portal in which you can put useful information for requesters (things like answers to frequently asked questions, agency contact information, policies, etc.).

How to use this feature:

There are two ways to access the FAQ page - either via the FAQ link at the bottom left of the portal OR via Portal Settings (previously General Settings).

Things to be aware of:

  • Only Admin users can edit the FAQ page.
  • The FAQ page is only visible to the requester and the public IF content has been added to the page.
  • If you want to hide the FAQ page from requesters, remove all content from the page.

Redesigned Portal Settings page (previously General Settings)

Overview:

General Settings (under the Admin tab) is now called Portal Settings. You may have noticed this change several weeks ago - we reorganized the page so that settings are easier to find. The layout is slightly different than with General Settings, in that there is now a left hand side menu from which you can select the portal setting you'd like to change. However, all content that was previously editable in General Settings is still there in Portal Settings!

How to use this feature:

Click the Admin tab and click the sub-header for Portal Settings (where General Settings used to be). Select the category from the menu on the left to display the category you'd like to edit.