BPExchange.org Website Documentation – Login Required

Last edited 5/12/2015 by Rachel Trent

  1. Hosting & Domain Registration Logins/Accounts
  2. WordPress Logins/Accounts
  3. Event Manager Theme
  4. Plugins
  5. Edit the Registration button
  6. Add a Schedule page
  7. Add/Edit Session Schedule
  8. Edit the Footer
  9. Edit the Homepage
  10. Advanced Configurations

1. Hosting & Domain Registration Logins/Accounts

**Note: Most editors of the BPE website do not need access to either the hosting or domain registration accounts.**

Domain registration – Register.com

The URL “bpexchange.org” is purchased (“registered”) through Register.com. The login credentials for this account are maintained by the State Archives of North Carolina. Please contact Kelly Eubank (kelly.eubank@ncdcr.gov) for more information.

Access to the Register.com account is required to do things like:

  • purchase an additional URL (e.g., bpexchange.com or bpexchange2016.org)
  • renew the domain subscription (although, as of 5/2015, it’s on auto-renew)
  • change the credit card information on the domain subscription

Hosting – ibiblio

The website itself is actually hosted by ibiblio (at UNC-Chapel Hill). This means that all of the actual server space and files used by the website are on ibiblio servers (for free. . . thanks, ibiblio!). We have full ssh access to this account, which allows us to install WordPress and upload files to the server on our own. The login credentials for the ibiblio account are maintained by the State Archives of North Carolina. Please contact Kelly Eubank (kelly.eubank@ncdcr.gov).

Access to the Register.com account is required to do things like:

  • update WordPress or update plugins
  • add new plugins
  • install a subdomain (e.g., “somethingelse.bpexchange.org”)

2. WordPress Logins/Accounts

Most edits to the BPE website can be done with a WordPress user account, including:

  • Adding a new page to the website, or editing existing pages (including this page)
  • Editing the website’s menu
  • Making css tweeks
  • Adding new users and changing user permissions
  • Adding new conference sessions

If you are seeing this page, you already have a login. If you’d like to request another one for a new editor, please contact Kelly Eubank at kelly.eubank@ncdcr.gov.

Instructions for Admins to set up new users

To set up a new user, go to the website’s dashboard > Users > Add New User (or just click on this last link). Add the new user’s name, email address, a temporary password. Set “Role” to Administrator or Editor (see below), and click “Add New User.” Then, send the new user a follow up email that tells them:

  1. Their temporary password
  2. Login by clicking “Login” on the bottom right of all bpexchange.org pages.
  3. Once logged in, go to the top right where it says “Howdy, [username]” and click “Edit my profile.” In their profile, they can update their password with a new one.

Editor – can create, publish, and delete posts, pages, sessions, and speakers + upload media files + moderate comments

Administrator Role – can do everything an editor can do + manage users + change themes + user theme editor

3. Event Manager Theme

The Event Manager Theme is a for-purchase theme created by Showthemes, purchased in May 2015 from http://www.showthemes.com/wordpress-event-manager-theme/. Updates to the theme are periodically pushed out by Showthemes through the plugin “Event Manager Theme Functionality.”

The original theme files, purchased from Showthemes, can be accessed Event Manager theme download.

The login credentials for the Showthemes account are maintained by Rachel Trent (racheltren@gmail.com).

Genesis – this is the “parent” theme that allows the Event Manager Theme to function. Don’t delete it, but don’t activate it.

Editing the theme

Stylesheet tweeks were made to the theme’s core css file. Edits included:

  • addition of the site logo
  • decrease in size of the site title
  • change of red to blue color (fonts, links, buttons, borders, etc).

If the theme is updated, these changes will need to be manually re-implemented. Go to Appearance > Editor > style.css file. Note all the lines with a comment beginning “Customization made for BPE . . . ” followed by an explanation of the change. Copy these edits somewhere temporary, update the theme, and then go back into the style editor to re-implement the changes.

The locally-configured style.css file as of 5/12/2015 is backed up here.

4. Plugins

Several plugins are running on the site that enhance functionality or help give the site its current look and feel:

Akismet – This plugin is a standard WordPress plugin that helps filter out comment and trackback spam. Don’t get rid of it unless absolutely necessary! To use Akismet, you need to set up an account with Akismet that links to an email address. Once the account is set up, you are given a unique “key” associated with the account to link your WordPress site to the Akismet account. The account has been linked to digital.info@ncdcr.gov at the State Library of North Carolina. Please contact Michelle Underhill (michelle.underhill@ncdcr.gov) or Kelly Eubank (kelly.eubank@ncdcr.gov) for more information and credentials.

Contact Form 7

Event Manager Theme Functionality – don’t deactivate or delete. This plugin is required to run the Event Manager theme.

Genesis Simple Sidebars – a plugin expected by the Events Manager theme. Best not to deactivate or delete. Allows you to easily create and use new sidebar widget areas.

Genesis Title Toggle – a plugin expected by the Events Manager theme. Best not to deactivate or delete. Turn on/off page titles on a per page basis, and set sitewide defaults from Theme Settings.

Posts 2 Posts – don’t deactivate or delete. This plugin is required to run the Event Manager theme.

Share Buttons by AddToAny – this plugin creates the share buttons at the bottom of pages and posts. The buttons can be turned off in the settings of each individual page or post. Also, settings for the plugin can be managed in Settings > AddToAny.

User Access Manager – this plugin allows us to set up user groups and make it so that certain pages can only be viewed by logged-in site admins (like this page). You can manage the plugin by going to UAM in the dashboard menu. On individual pages/posts, to limit access to a user group, look on the righthand side for an area labelled “Access” and check off to which group(s) you want to allow access.

5. Edit the Registration button?

The registration button (visible on all pages) has a title section (e.g., “Register Now!”) and a subtitle section (e.g., “$225”). You can change these by going to Genesis > Event Manager Settings and editing “Register Title” and “Register Subtitle.” To link them to a registration page, enter the page URL into “Register Link.”

For more information, see the official Event Manager Theme Guide.

6. Add a Schedule page?

A template schedule page has already been created and is live at bpexchange.org/index.php/program-schedule/. Create Sessions using the “Schedule” section of the Event Manager Theme Guide.

7. Add/Edit Session Schedule

See the “Schedule” section of the Event Manager Theme Guide.

8. Edit the Footer

See the “Footer” section of the Event Manager Theme Guide.

9. Edit the Homepage

The three main columns on the homepage are created using widgets. Go to Appearance > Widgets, and look at Home Left, Home Middle, and Home Right. See also the “Homepage and Sidebar” section of the Event Manager Theme Guide.

10. Advanced Configurations

If you need detailed information about advanced customizations, you’ll need the login information for Showthemes (see above) to get access to the detailed Event Manager Documentation