How do I become an administrator?

Only 3 Step Networks can make you an administrator.  Have your account representative send us an e-mail authorizing you as an administrator and we will add your privileges.

 

How do I create the Organization’s landing page?

Note: You must have Administrative privileges to undertake this task.  You are an Administrator if you see a Globe icon on the left hand tool bar of your Personal Administration Center. 

1. Log in as a subscriber.

2. Go to your Personal Administration Center

3. Select the Globe icon on the left hand tool bar.

4. Choose Edit Custom Directory Site from the list

5. Choose Add a new page

6. Name the Page and Navigation link the same – Typically “Directory Home”

7. Choose “Left” as the Location

8. Select the layout you would like from the four choices.  The None option means you will not have a place holder for photos or graphics.  The other three options contain different layouts for photos or graphics.

9. Use the text box to cut and paste from another document, or type directly into the text box.  Your text can then be edited, colors can be added, and links can be inserted.

10. Choose to Publish Now or Save

11. Once your Publish or Save selection has been accepted you will see a message that tells you “Your page was successfully created.”  You have the option of returning to the Directory management site.

12. To make your new Home Page viewable, you must select it as the default. 

 

My Home Page is blank.  What’s wrong?

Note: You must have Administrative privileges to undertake this task.  You are an Administrator if you see a Globe icon on the left hand tool bar of your Personal Administration Center. 

I have created a new home page and chosen Publish.  I see the message that my page was successfully created, but my directory home page is blank.  What do I do?

You have not selected your new home page as the DEFAULT.  You must choose a default home page by selecting any one of the pages you create as your home page.

 

 

How do I make/add a tool bar on the Organization’s home page?

 

Note: You must have Administrative privileges to undertake this task.  You are an Administrator if you see a Globe icon on the left hand tool bar of your Personal Administration Center. 

1. Log in as a subscriber.

2. Go to your Personal Administration Center

3. Select the Globe icon on the left hand tool bar.

4. Choose Edit Custom Directory Site from the list

5. Choose Add a new page

6. Name the Page and Navigation link the same

7. Choose “Left” or “Right” for the Location

8. Select the layout you would like from the four choices.  The None option means you will not have a place holder for photos or graphics.  The other three options contain different layouts for photos or graphics.

9. Use the text box to cut and paste from another document, or type directly into the text box.  Your text can then be edited, colors can be added, and links can be inserted.

10. Choose to Publish Now or Save

11. Once your Publish or Save selection has been accepted you will see a message that tells you “Your page was successfully created.”  You have the option of returning to the Directory management site.

 

 

How do I add new members/subscribers?

There are two ways to add members or subscribers to your network – in bulk or one at a time.  For either, you must have Administrative privileges.  You are an Administrator if you see a Globe icon on the left hand tool bar of your Personal Administration Center. 

 

To add members one at a time:

1. Log in. 

2. Go to your Personal Administration Center

3. Select the Globe icon on the left hand tool bar

4. Choose Organization Members from the list

5. Choose Add New Member then enter the information that is requested.  If you choose to provide a custom password for this member, you may do so at this time.  Otherwise the system will generate a random password.

6. Choose Continue.  You should see a message that the member has been successfully added.

 

To add a group of members:

1. Create a CSV file* with data you wish to use.  The fields can be in any order and additional fields may be contained that you do not wish to use.  Each columns may only contain one chunk of data – City, State, Zip are in three columns – not one.

2. Log in. 

3. Go to your Personal Administration Center

4. Select the Globe icon on the left hand tool bar

5. Choose Organization Members from the list

6. Choose Import New Members.  Browse until you find the file you want.

7. Choose Continue.  You should see a message that the members have been successfully added.

 

*To create a CSV file open your spreadsheet program and save as CSV.

 

As administrator, can I log into a member’s account?

Yes if you know their password and user name.  If your organization has chosen the log in as another user feature, you may use this method also.  In that case, you will see a column asking if you want to “log in as this user” when, as an administrator, you look at the list of members and their status.

 

 

How do I add events to the calendar?

Note: You must have Administrative privileges to undertake this task.  You are an Administrator if you see a Globe icon on the left hand tool bar of your Personal Administration Center. 

1. Log in as a subscriber.

2. Go to your Personal Administration Center

3. Select the Globe icon on the left hand tool bar.

4. The calendar will be below the list of other tasks.

5. Choose add and event, indication date time, etc.  Add a hyper link, if you wish, in the larger box.