Operating Wisr Overview
As an admin, you have a lot of power and responsibility in managing your site. This overview article is meant to provide a high-level understanding of the administrative site and how to navigate your admin portal. In this article, we will provide references for the most frequent actions required to administrate a Wisr site as well as links to additional, more detailed articles for each component of your site where you will find best practices, frequently asked questions, and step-by-step technical guides.
The admin site is broken down into the following sections: Dashboard, Members, Connections, Communities, Events, Discussions, Matching (optional), Activity, and Site Settings.
Basic Admin Backend Overview:
The admin dashboard is the first thing you will see when logging into the admin backend. The dashboard is a fully customizable tool that allows you to immediately understand the health of your site. Wisr will provide default data visualizations for your team related to member activity, top searches, and a goals and volunteer items breakdown, but you can always request additional visuals.
For more information on monitoring activity in your site, reference Monitoring Activity in Wisr
The Members section of the admin site is where you manage who has access, who is invited and what data is either appended to the profile or entered directly by the member. All members are accessible in the members section of the admin backend; this includes active, pending, invited, pre-verified, inactive, and admin members. From the member tab it is easy to search for individual members, view their profiles, and understand their engagement in the site. In order to operate your network, it’s important to have a foundational understanding of how members work.
For a full walkthrough of the members table, and managing your members reference Managing Members
Member connection records are housed within the Connections tab in the admin backend. Here you can easily track the number of messages and calls exchanged between members, review feedback submitted by mentors and mentees, and understand how engaged your members are within the site.
If you have not yet familiarized yourself with the ways in which a member can connect, we recommend going back to the ‘How Wisr Works’ category and reading ‘How Members Interact’
Communities are such a complex and vital component of the Wisr site we’ve created an entire section in the admin help site that covers them in-depth. In the admin backend, you have the ability to create and suspend communities, approve requested communities, elevate communities to featured status, and manage community leaders. We encourage you to explore the communities module in the admin help site for more info.
Like communities, the events module also has its own section of this admin help site. In the admin backend, you are able to create new sitewide events and manage events at the community level.
The discussions tab allows admins to dive deep into the conversations taking place within site communities. However, discussions are housed within communities and additional articles can be found in the communities module.
If your program is using the Wisr matching module then you will be able to run all matching activity from the admin backend. In this section admins have the ability to link customized matching surveys, weight question importance, connect mentor and mentee survey responses, and run and approve mentor matches. More about the matching tool can be found in the Matching module here.
The activity tab tracks all user activity that takes place within your site. You can use this to track individual members or watch for trends is software usage. A more detailed explanation of monitoring activity in your site is available here: Monitoring Activity in Wisr
The final menu tab in the admin portal is the Site Settings section. This part of the admin backend is used to manage which features are activated, create and edit custom fields and agendas, and manage secure file uploads. We recommend reaching out to firstname.lastname@example.org to request major site setting changes post-implementation.
Now that you have a high-level understanding of how to operate Wisr, it’s time to take a deeper look at each component part. Continue reading for best practices, frequently asked questions, technical guides, and Wisr resources.
As a next step, we have created sub-articles under this category for the most frequent activities that you will need to perform as an administrator. Here is a table: