|
| 1 | +# Host Management |
| 2 | + |
| 3 | +This section covers all administrative features available to platform hosts. |
| 4 | + |
| 5 | +## Host Navigation |
| 6 | + |
| 7 | +The host navigation bar provides quick access to key administrative areas: |
| 8 | + |
| 9 | +- **Dashboard**: View high-level metrics, recent activity logs, and shortcuts to common tasks. |
| 10 | +- **Communities**: Create and manage community instances, configure privacy and membership settings. |
| 11 | +- **Navigation Areas**: Define and publish header, footer, and sidebar menus with nesting and visibility controls. |
| 12 | +- **Pages**: Build and maintain CMS pages using the block editor, schedule publishing, and assign navigation. |
| 13 | +- **People**: Search and edit person records, manage profiles, community memberships, and special access flags. |
| 14 | +- **Platforms**: Configure platform-wide metadata (name, description, logo) and global privacy/invitation rules. |
| 15 | +- **Roles**: Establish user roles at platform and community levels, specifying purpose and default privileges. |
| 16 | +- **Resource Permissions**: Assign fine-grained CRUD permissions on resources to defined roles for access control. |
| 17 | +- **Resources**: Upload, categorize, and version downloadable assets (PDFs, images, reports) for reuse. |
| 18 | +- **Content Blocks**: Review and configure reusable block types (rich text, images, templates, etc.) for the page editor. |
| 19 | +- **Metrics Reports**: Generate CSV exports and view charts for page views, link clicks, downloads, and shares. |
| 20 | + |
| 21 | +## Dashboard Overview |
| 22 | + |
| 23 | +### Newcomer Navigator NL |
| 24 | + |
| 25 | +- **Partners**: Onboard partners by creating profiles with names, descriptions, logos, and geo-coordinates. |
| 26 | +- **Resources**: Curate newcomer assets (guides, checklists, videos) and control download permissions. |
| 27 | +- **Journey Stages**: Outline sequential phases of the newcomer experience, assign stage labels and ordering. |
| 28 | +- **Topics**: Tag resources and pages with topic labels for easier filtering and discovery. |
| 29 | +- **Journey Maps**: Build visual flowcharts mapping stages, topics, and resource links to guide newcomers. |
| 30 | + |
| 31 | +### Better Together Core |
| 32 | + |
| 33 | +- **Communities**: Spin up new community sites, configure membership rules, customize branding and privacy. |
| 34 | +- **Navigation Areas**: Manage site-wide menu structures, assign them to layouts or specific pages. |
| 35 | +- **Pages**: Author content pages with drag-and-drop block editing, manage drafts and publish schedules. |
| 36 | +- **Platforms**: Update platform metadata (name, logo, description), set language/localization defaults. |
| 37 | +- **People**: Administer person records, view activity logs, reset access, and manage guest access tokens. |
| 38 | +- **Roles & Permissions**: Define role-based access rules, map permissions to resources, and cache policy for performance. |
| 39 | +- **Users, Conversations & Messages**: Monitor registered users, initiate or audit conversation threads, and review message history. |
| 40 | +- **Categories**: Create and manage taxonomy for content and events to improve discoverability. |
| 41 | + |
| 42 | +## Platform Details |
| 43 | + |
| 44 | +Under **Platforms**, edit these platform settings: |
| 45 | + |
| 46 | +- **Name & Description**: Set the display name, subtitle, and descriptive text for the platform header and meta tags. |
| 47 | +- **Privacy Settings**: Choose whether the platform is public, private (invite-only), or hidden from unregistered users. |
| 48 | +- **Invitation Requirements**: Toggle whether users need an invitation code to register or if self-registration is open. |
| 49 | + |
| 50 | +## Roles & Permissions |
| 51 | + |
| 52 | +Roles and permissions are managed independently at the platform and community levels to provide scoped access control. |
| 53 | + |
| 54 | +### Platform Roles & Permissions |
| 55 | +- Define global roles that apply across the entire platform, then grant or revoke specific resource permissions per role to control CRUD access. |
| 56 | + |
| 57 | +### Community Roles & Permissions |
| 58 | +- Create roles scoped to individual communities and assign permissions to control access to community-specific features and content. |
| 59 | + |
| 60 | +> **Note:** Permission checks are cached per role to optimize database performance and reduce authorization overhead. |
| 61 | +
|
| 62 | +## User Accounts |
| 63 | + |
| 64 | +- **List**: View all registered users, filter by status, role, or last sign-in date. |
| 65 | +- **Registration & Sign In**: Configure email workflows for user onboarding, password resets, and account confirmations. |
| 66 | +- **Profiles**: Enable users to update personal information (avatar, contact info, preferences) and manage privacy settings. |
| 67 | + |
| 68 | +## Metrics & Reporting |
| 69 | + |
| 70 | +- The engine collects and visualizes these core metrics: |
| 71 | + |
| 72 | +- **PageView**: Measures views on pages, people, communities, and partners. Available charts include views by page (bar) and daily totals (line). |
| 73 | +- **LinkClick**: Logs each tracked link interaction with charts for clicks by URL and daily trends. |
| 74 | +- **Download**: Records downloads of resources and exported reports with charts of downloads by file name. |
| 75 | +- **Share**: Tracks share button clicks per social platform, offering charts for shares by platform and per-URL breakdowns. |
| 76 | + |
| 77 | +All metrics support date-range filtering and locale-specific breakdowns, with CSV export for offline analysis. |
| 78 | + |
| 79 | +**Future reports** will include user engagement dashboards, invitation conversion analytics, partner link-click reports, and additional metric types such as search queries and journey map interactions. |
| 80 | + |
| 81 | +## Search & Notifications & Caching |
| 82 | + |
| 83 | +- **Search**: Full-text search powered by Elasticsearch, indexing pages, posts, people, and events with faceted filtering support. |
| 84 | +- **Notifications**: |
| 85 | + - **Email**: Configurable notification templates for actions such as invitations, mentions, and password resets. |
| 86 | + - **In-app**: Real-time alerts delivered via ActionCable with both ephemeral toast messages and persistent notification feeds. |
| 87 | +- **Caching**: Implements fragment and page caching for navigation and content blocks, with Redis-backed cache stores and optional CDN integration to speed up delivery. |
0 commit comments