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Tutorials

Documentation & Video Tutorials

Use the sections to the right to access specific instructions quickly.  You can also download the documentation in full below.

Accessing Your Dashboard

Logging In:

Use the following link to log into your dashboard along with the username and password you’ve already received.

yourdomain.com/wp-admin  ( Ex: nationserve.com/wp-admin)

Network dashboard Access:

Access your Network dashboard by navigating to the ‘My Sites’ tab on the top admin bar.

You are then able to view the list of websites in your network, access and edit all sites, add and edit all users and settings

Access Each Location:

  • Hover over the ’My Sites’ tab
  • Scroll down to the location website you would like to access
  • Select dashboard

Note: Each site may ask you to log in – the same login credentials works for all sites.

Corporate Dashboard:

Admin Bar: Use this bar to toggle between the frontend of your website and the dashboard, access the network admin dashboard, open the page editor and log out.

Admin Navigation: This is a hub for all your website functionality. Access pages and posts, forms and products, users and your media library

Your Sites

View All Sites

Using the ‘My Sites’ tab on the top admin bar, navigate to the ‘Sites’ tab to view all websites in the Network.

Hover over the site name to edit or view more details such as users or settings.

Site Settings

To view the settings for each website in your network, hover the name of the site you wish to view. A new page will display with tabs that show the website url, all users for that specific website, themes associated, and site settings.

Users

Adding Network Users

Click the tab ‘Users’ on the site settings page.

Add New Users:

  • Create a username for the new user 
  • Input their email address
  • Select their role ( The new user will receive an autogenerated email allowing them to create their own password)

Existing Users:

  • Input the username of the user you want to add
  • Select role
  • Add User

Note: Local admin should have the role “Editor” and Super Admins should have the role “Administrator”.

Granting Super Admin Access

  • On the Network dashboard select the ‘Users’ tab
  • Hover over the user you would like to grant Super Admin access
  • Scroll down to the Super Admin field and check the ‘Grant Privileges’ box
  • Next add the user to the location sites they should have access to, do this by editing the site and adding them as an ‘existing user’ (Use the instructions above).

Media

Adding media…

Select the ‘Media’ tab to add new images and documents.

  • Click Add New
  • Select Files
  • Insert Media

 

Anatomy of your media upload…

  • Edit Image: resize or rotate your image with this option
  • URL: Direct web link to your image or document
  • Title & Caption: change image information here
  • Delete permanently: Delete media item

 

Editing Pages - Corporate

Opening the Builder

Using the top admin bar toggle to the frontend of your website navigate to the page you would like to edit. Click the ‘Beaver Builder’ link in the top admin bar.

Edit Elements

You will know you are in edit mode if you hover over elements and a blue outline box appears.
To edit the element click the ‘wrench’ icon.

A popup box will open that allows you to make your changes.

Ensure you click ‘Save’

Saving Changes

Once your edits are complete, ensure to save and publish.
Click ‘Done’ in the top right corner of the screen, then click Publish.

Change Header Images

Editing Image

Navigate to the page you would like to change.

  • Click ‘Edit Page’ in the top admin bar
  • Scroll down to the ‘Featured Image’ section
  • Remove the current image and upload a new one
  • Click ‘Update’

 

Slider

Change Slider Images

  • Navigate to the ‘Smart Slider’ tab on the admin navigation bar
  • Hover over the 'Home Page Slider' and click 'Edit'
  • Hover over the slide you would like to edit
  • Click the background button
  • select the image icon to upload a new image
  • After your edits are complete click 'Save'.

 

 

Adding & Editing Posts

Add new blog posts

Navigate to the 'Posts’ tab on the admin sidebar

Click ‘Add new’

 

Creating Your Post

  1. Insert post title
  2. Add your content
  3. Upload a featured image
  4. Select a category
  5. Publish!

 

Editing Posts

  • Navigate to the ‘Posts’ tab on the admin sidebar
  • Click ‘All Posts’
  • Hover over the post title you would like to edit
  • Click ‘Edit’
  • Proceed to edit the content, images or category
  • Click ‘Update’

 

Forms

Check Form Submissions

  • Navigate to the ‘Ninja Forms’ tab and click ‘Submissions’
  • Use the dropdown to select the form you would like to view submissions

  • Hover over the submission you would like to view
  • Click ‘Edit’
  • View Detailed view of your submission

Change Notifications Email Address

  • Navigate to the ‘Ninja Forms’ tab
  • Click ‘Dashboard’
  • Click the gear icon to open the settings submenu
  • Click 'Edit'

  • Click ‘Done’
  • Click ‘Publish’

Editing Pages - Locations

Master Site

The process to edit global pages is generally the same as the Corporate process. The exception is that it is all done through the Master Site and pushed down to the linked location sites.

First use the ‘My Sites’ tab to navigate to the Master Site dashboard.

 

Frontend Editing

Using the top admin bar toggle to the frontend of your website. Navigate to the page you would like to edit. Click the ‘Beaver Builder’ link in the top admin bar.

 

You will know you are in edit mode if you hover over elements and the blue outline box appears.
To edit the element click the ‘wrench’ icon.

A popup box will open that allows you to make your changes.

Ensure you click ‘Save’

 

Once your edits are complete, ensure to save and publish.
Click ‘Done’ in the top right corner of the screen, then click Publish.

Linked Pages- Locations

Click 'Edit Page' on the top admin bar from the frontend of your site to view all sites linked to the specific page.

Note: Any changes from the Master site will override changes made by the location admins

 

Unlinked Pages

  • Home page: This page is unlinked because almost all elements on this page are editable to the local admins except the introduction copy.
  • Product Catalog pages: The catalog tables are pulled in with a shortcode and does not allow global editing.
  • Top section of About Us page: The copy in this section is location specific and the local admins are allowed to edit on their own.
  • Contact Us: The form is pulled in with a shortcode and does not allow global editing.
  • Promotions: This information is specific to the location. If linked to the Master site it will override any changes made my the location admins.
  • Request Quote: The form is pulled in with a shortcode and does not allow global editing

Product Catalog- Locations

Edit Product Catalog

Use the ‘My Sites’ tab to navigate to the location site you wish to edit
Click on ‘Dashboard’

Scroll down to the ‘Ninja Tables’ tab and select ‘All Tables’

Hover over the catalog you wish to edit and click ‘Edit’
Use the pencil icon to open the detailed view of the product data

 

 

A popup box should display.

  • Switch the product name and page link in the ‘Collection’ field.
  • Switch the model number and page link in the ‘Model’ field.
  • Switch the material and pricing if necessary
  • Switch the amount of stars by changing the number in the image link.
  • Ensure you to click the ‘Update’ button when complete

Editing Products - Locations

Edit Products

Use the ‘My Sites’ tab to navigate to the Master Site.  The product pages are linked to the location sites.

Frontend view of product detail page

Frontend view of product grid page

Dashboard View

Product Title: Use the first text field for the product title
Features Section: List the product features in this content block
Product Short Description: This information in this content block falls in right under the product image on the detailed view.
Linked Location Sites: This is a list of location site that are link to a specific product.

Content Blocks

Insulation: Use this content block to enter insulation information for the residential product grid pages.

Max height & width: Use these content blocks to enter max height and width information for the commercial product grid pages.

Sidebar: use the product sidebar to:

  • Preview changes
  • Select categories
  • Upload featured images and gallery images

Note: The ‘product image’ is used for the product grid page and the product gallery is used for the product detail page. Ensure that the. ‘product image’ and first image of your gallery are the same.

Tech Specs: Use this content block to enter information for the product detail page to the right of the image.

Product Information: Use these content blocks to enter url’s for the Product Page, Brochure and Warranty links on the product detail page.

Two ways to edit:

If using a PDF:  First, upload the document to the media gallery and copy the link.   Then, click the link name and replace the current link with the new pdf link. Ensure to click the blue arrow to save the changes.

If  using an external link: click the link name and replace the current link with the new pdf link. Ensure to click the blue arrow to save the changes.

Price Count and Product Data:

Use the price count content block to add pricing to the residential product grid pages

Use the product data block to associate related products with the product you are editing. Simply search the first 3 characters to find other products.

Don’t forget to save!

Use the ‘Update’ button on the product sidebar to save your changes.

Adding New Products

Use the ‘My Sites’ tab to navigate to the Master Site.

 

Scroll down to the ‘Products’ tab and click ‘Add New’.

 

Follow the instructions for editing products to input the product information with the exception of the following…

BEFORE you publish the new product ensure you link it to the location sites.

  • In the product sidebar click ‘Create’ in the MPD Create Link box
  • Use the dropdown to select the location you wish to link.
  • Repeat this step for all locations you would. Like to connect.
  • Click ‘Publish’

Image Size Guidelines

Corporate Site (pixel sizes)

• Slider Image Size: 1900 x 600
• Header Image Size: 1920 x 645
• Wayne Dalton Garage Doors Section: 799 x 533
• Genie Garage Door Openers Section: 1136 x 756
• Commercial Doors Section: 740 x 494
• Commercial Operators Section: 705 x 529
• Services & Support Pages: 624 x 468
• Blog Featured Image: 653 x 380
• Blog Images: these images are attached to the detailed view inside the blog post so they need to be a minimum size of 1024 x 682; WordPress automatically crops the blog tiles to 500 x 300 to fit the cards on the Home page

Location Site (pixel sizes)

• Slider Image: 1900 x 600
• Header Image: 1920 x 645
• Residential Doors Section: 799 x 533
• Visualize Center Section: 858 x 644
• Wayne Dalton Garage Doors Section: 799 x 533
• Genie Garage Door Openers Section: 1136 x 756
• Commercial Doors Section: 740 x 494
• Commercial Operators Section: 705 x 529
• Services & Support Pages: 624 x 468
• Promotions: 701 x 446
• Product Category Grid ( Top level page): 858 x 644
• Product Category Grid ( 2nd level page): This is the same image as the ‘product detail’ image but is cropped to 400 x 300 for this page. Please refer to product detail image for true size
• Product Detail: 1100 x 637

Note: When you upload an image WordPress automatically saves the original file plus it creates a series of thumbnails in different sizes. These smaller images will then be used on your theme templates when needed in order to load the optimum size image every time and improve the load speed of your site. By default, WordPress saves the “full” size, “large”, “medium” and “thumbnail”.

Video Tutorials

Edit Pages- Global

Edit Global Products

Change Slider Images

Upload New Media

Edit Pages- Corporate

Change Header Image

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