Documentation

Table of Contents

Admin Roles

This was taken directly from WordPress’ site:

Summary of Roles 

  • Super Admin – somebody with access to the site network administration features and all other features. See the Create a Network article.
  • Administrator (slug: ‘administrator’) – somebody who has access to all the administration features within a single site.
  • Editor (slug: ‘editor’) – somebody who can publish and manage posts including the posts of other users.
  • Author  (slug: ‘author’)  – somebody who can publish and manage their own posts.
  • Contributor (slug: ‘contributor’) – somebody who can write and manage their own posts but cannot publish them.
  • Subscriber (slug: ‘subscriber’) – somebody who can only manage their profile.

General Site & Elementor

Linking: Best Practices

General notes

If you are going to drop in a link without using Elmentor’s linking set up to an internal page, it’s best to use relative links.

More on Relative Links:

  • Example of what a relative link looks like: “/page-name
  • Essentially, removing the domain name: “https://choose901.com” from the link when adding an internal link.

If you have a page that goes to an external link (anywhere that’s not your site), it’s good practice to set up those links as with “target=_blank” to open to a new tab/window.

Setting up links in Elmentor

1. When adding a link to a current page on the site using Elementor, click on “Dynamic Tags” (far left icon in the link section).

2. Click on “Internal URL” from the list of options. This will be your most common selection from this list.

3. After selecting “Internal URL” from the list and the list closes, click on the “Internal URL” copy to open the link settings.

4. Click on “Type” and select “Content”.

5. After selecting “Content”, a section called “Search & Select” show appear under it. You can now type in your page name and select it!

Header Updates

General Notes

To help create an editable overlapping criss-cross design in the header, there are two Elementor Sections needed to build it.

If you open the Elementor Navigator, you’ll see that there are two Sections that you can use to help target changing the Title and the Header Photo.

You can access Navigator by clicking on the 2nd icon in the Elementor bar.

Changing the Title

To update the title of the page, click on “Heading” in the second Section in the Navigator.

You can also click on it directly to edit — but just a heads up that it might take a couple clicks since there’s two Sections stacked on top of each other.

Adding in a Photo

To update the photo in the header, click on the first Section in the Navigator. Then, click on “Style” at the top of the Elementor Sidebar.

Double check the background image settings after adding in your image. It should looks something like this (see screenshot).

Elementor: Tips & Tricks

Photos
Responsive Check & Abilities
Background Images & Color/Gradients

Homepage

Blog Sections: Query Settings

To set which posts show up in both your Featured Blogs and Guides section, click into the component and open the Query section. 

Under the “Include” and “Exclude” sections, you can control what posts show up in the section. You’ll most likely only use the “Include” section, but you can use the “Exclude” section if you need further filtering.

There’s two ways to filter: By Term and by Author. For the homepage, you’ll most likely need to filter by Term. If you click in the “Include [or Exclude] By”, you’ll see both Term and Author options.

If you click into “Term”, you type in any of the Categories or Tags set up on the site.

Partner section

Adjusting Background Photos

To change out the logos and/or the background images of the Partner section:

Note: The logo and background images are connected to the same piece. So if you want to change either one, you can do it in one place. 

1. Click on the logo to edit the section.

2. If you want to change the logo, you can do so right on that first screen in the “Content” section.

3. If you want to change the background image, click on the “Advanced” section.

4. Scroll down to “Background” and select it to open the settings. It should be the 4th section in the list.

5. From here, you can swap out the image showing up behind the logo. (See screenshot to reference what the image settings should be set as — generally).

Pages

TITLES

All titles auto-pull into pages. For a more unique layout, go the Page/Post Settings and then change the template to “Elementor Full Width” instead of “Default”.

Events

HOW TO CHANGE THE FALLBACK FEATURED IMAGE

1. The fallback featured image is set at the category level. Click on “Categories” under “M.E. Calendar” on the WP sidebar.

2. Click on the category that you want to add/adjust the fallback featured image on.

3. Scroll to “Fallback Image”. Click “Upload/Add New” to change the image. Click “Remove” if you no longer want a fallback image to show when the featured image is left blank on an event.

HOW TO ADD EVENTS

From the WordPress dashboard, click “Add Event.”

From there, you use the name of the event for the title, include a description of the event in the post box, and use the bottom Event Details box at the bottom (pictured below) to include the date, time, location, etc.

 
Use the Date and Time portion for date and time (self-explanatory).
 
 
Click the Location/Venue category, and choose the location/venue from the drop-down list. If the location isn’t in the list, click “Insert new location”. Setting this up ensures that the address will always populate in the event when we use the venue moving forward.
 
Under “Insert New Location,” fill in the Venue Name and the address (we don’t have to have the other fields).
 

Include the official event link in the “More Info” section of “Link” and make sure the drop-down is set to “New Window”. If you include the link in the top box, users will go straight there and not see our event page. 

 On the right hand side, choose the categories the event falls under.

 At the bottom, set the featured photo with the graphic/image you want to use.

Partners

PHOTO SIZES

Archive Photo Size

The image that shows up in the Partners Archive page is pulled from the featured image of each partner page.

A square 500×500 px image works best.

If you don’t want the logo to be cut off:
Center the logo on the image and keep a decent amount of white space along each side of the image.

Job Board

Menus

Mega Dropdown

General Menu Notes

Order of the all the menu items in the list does matter. The order of the list in backend will reflect the order that the users will see in their menus. You can drag any menu item to move them to a different location to adjust the order.

If you want to change the name of a menu item label, select the item to open the dropdown with all the menu item settings and use the “Navigation Label” to rename the item.

You will need to click “Save Menu” before leaving the menu page to have the changes applied.

Footer