Getting Started as a Manager: Level 1 - Managing the Basics

In this lesson, we'll be covering how to get started as a Manager on the PostBeyond platform, including how to start creating and managing content. You'll learn how to:  

  • Navigate around the manager view
  • Create a new group
  • Create and delete categories
  • Create new posts
  • Manage existing posts

Before you get started, we recommend going through the user side modules to get a feel for what the users see on their end. 

 

Manager Side Navigation

In this section we'll look at how to navigate around the manager side of the platform. You can do that by clicking on the navigation buttons on the left hand side of your screen.

Activity

  • Navigate through the different sections of the manager side
  • Navigate to the user view and then switch back to the manager view

 

How to Create a Group

Groups are necessary in order to determine who will be able to access a particular post. While many posts might be for everyone to view, some might be irrelevant to a particular segment of your employees. The way you can divide the content is by groups. In this section you'll learn how to create new groups. 

Activity

  • Create two groups

 

How to Create a New Category

Every post has to be assigned to a category. These categories can be reflective of language, content type, section, or any way you would like to divide your content. In this section you'll learn how to add and remove categories.  

Activity

  • Create two categories

 

How to Create a New Post 

In this section we'll go over how to create a new post manually. You'll learn what each field on the post creation form does, which fields are mandatory, and how they interact with each other. Among the features available when creating posts is the internal article Reader, featured posts, and likes & comments

Activity

  • Create two posts manually
  • Switch to the user view to see what those posts look like

 

How to Edit & Archive a Post

In this section you'll learn how to edit or archive existing posts.  

How to Edit a Post

How to Archive a Post

Activity

  • Edit one of your posts
  • Archive one of your posts

 

How to view Archived & Pending posts

In this section we'll look at the different tabs available in the 'Posts' section of the platform. 

Activity

  • Create one post with a future start date and find it in the pending posts
  • Unarchive one archived post

 

Continue to the next level here:

Module 1 - Level 2

 

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