Here are some instructions on how to manage this website.

Contents:

CREATING CONTENT
How to create content, in general
How to create a page
How to create a news item
How to create a blog entry
How to create a forum
How to create a new forum topic

WORKING WITH CONTENT
How to find content items
How to edit content items
How to insert an image into content
How to post content hidden from the public, but available to site administrators
How to restore content to a previous version
How to create a news category

MENUS
How to add an existing page to the dropdown menu
How to add a new page to the dropdown menu
How to edit the dropdown menus

USERS
How to search for a user
How to help a user with their password
How to masquerade as another user
How to block a user

HOMEPAGE
How to change the homepage text

SITE-WIDE ELEMENTS (things that appear on every page, like the header, footer and sidebar)
How to change things in the sidebar
How to change the footer text
How to change the main site banner
How to change the initiatives at the top of the page

RSS
How to create an RSS feed
How to refresh the RSS feeds

How to create content, in general
This is a walk-through of the "create content" form. It applies no matter what type of content you're creating - page, news, image, forum post, blog post, whatever.

Title, Body & stuff

• Title - the title of the page.
• Path alias - optional. If you like, you can use this box to create an easy-to-find URL for this content item. IE, if you enter "drupalhelp", users will be able to find this item by going to http://www.postcarbon.org/drupalhelp. If you don't set a path alias, the item will be located somewhere like http://www.postcarbon.org/node/4923/view. Which is fine too.
• Body - Required. You have to have SOME content. At the bottom of the Body box is a link turns the rich text editor on or off (it says "enable rich text" or "disable rich text"). If you want to paste from Microsoft Word, rich text must be enabled. Bear in mind, though, that the rich text editor can't do fancy stuff like forms or PHP - so if you use the rich text editor to edit content containing those, they'll get all broken.

Images

• The rich text editor has a button that looks like a little camera, which will launch the image-inserter popup. For details on using this, see How to insert an image into content.

Authoring Information
Here you can set whose username shows in the content item's "created by" line.

Options

• Published - only if this is checked will the content item be visible to non-admins.
• In moderation queue - we don't really use this
• Promoted to front page - only applies to things that can be seen in the front page boxes, such as relocalization news, Julian's blog, and Post Carbon Dispatch items.
• Sticky at top of lists - don't use this either
• Create new revision - if this is checked, your changes will be saved as a new revision. That's good, because it means you can undo your changes after saving, if necessary. See the section on "How to roll back content to a previous version".

User comments

• Here you can set whether or not users can comment on this item. For pages, it's set by default to "Disabled", so they can't comment on the main site pages. For blogs and news, it's set by default to "Read/write", meaning users can indeed post comments and view each other's comments. If you want to stop further comments on this item but leave its current comments visible, set this to "Read only".

Menu Navigation
Only fill this out if you want to add the content you're creating to the dropdown menus. If you click on the little box that says Menu Navigation, it'll expand to show you the Menu Navigation options:

• Menu item title - the title that will appear in the dropdown menu. You can make it the same as the content title, or different. It shouldn't be longer than 50 letters or so.
• Parent item - this is where you choose which menu item this one will be a child of. For example, if you want to make it a sub-item of "Action > International", select "International" from the Parent Item dropdown menu.
• Weight - optional. You can choose how far up or down this forum will appear in its section of the menu. A very low weight (such as -9) would make your new menu item appear near the top of the menu of International items; a very high weight (such as 7) will make it appear near the bottom.

Attachments

• Use this if you'd like to attach files from your local computer to this content item. Sadly, you have to attach them one at a time - if you want to attach multiple files, you have to hit "Browse", navigate to the file you want, hit "Attach", wait for the page to reload, scroll back down to the Attachments section, hit Browse, etc...

So now you're at the very bottom of the form. Hit the "Preview" button, to see what you're gonna get.
If the Preview looks OK, scroll down to the very bottom and hit the "Submit" button; if not, use the form below the preview to make some changes, and either Preview again, or Submit.
Once you hit the "Submit" button, you'll be shown the content item you just created. It's now in the database. To find it later, see "How to find content items".

How to create a page
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "create content > page".
2. Fill out the form - see the general "How to create content" section.

How to create a news item
You must be logged in.

1. From the side menu, select "create content > story".
2. Fill out the form - see the general "How to create content" section.
3. From the "Category" dropdown menu, select the news category that you would like this item to appear in.

How to create a blog entry
You must be logged in.

1. From the side menu, select "create content > blog entry".
2. Fill out the form - see the general "How to create content" section.
3. The new blog entry will appear on your blog. To view it, select "my blog" from the side menu.
4. If you want to post a blog entry as someone else, see "How to masquerade as another user".

How to create a forum
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.
From the side menu, select "administer > forums".

1. Click on the "add forum" tab.
2. Fill out the form:
   • Name - the name of the forum
   • Description - optional
   • Parent - optional. You can make this forum a child of another forum, if you like.
   • Weight - optional. You can choose how far up or down this forum will appear in the list of forums. A very low weight (such as -9) will make your new forum appear near the top of the list of forums; a very high weight (such as 7) will make it appear near the bottom.
3. Hit "Submit". Your new forum will now appear in the list of forums, at http://www.postcarbon.org/forum.

How to create a new forum topic
You must be logged in.

1. From the side menu, select "create content > forum topic".
2. From the "Forums" dropdown, select which forum you want this topic to appear in.
3. Fill out the form - see the general "How to create content" section.

How to find content items
Obviously, if you remember the path alias of the new content item, or if you put it into the dropdown menu, you can find it that way.
To search: From the side menu, select "administer > content".
From here, you can:

• just scroll down the list of content items and look for it that way. If the content item you're looking for was created recently, it's probably at the top of the list. OR...
• search by title and body. Click on the "search" tab, enter your search terms, and hit "Search".

How to edit content
You must be logged in. Unless you're an admin, you can only edit content that you created yourself.

1. Find the piece of content you want to edit - see "How to find content items".
2. Click on "edit".
3. The form for editing content is the same as the form for creating content. See the general "How to create content" section.
4. NOTE - Pages that contain forms, such as "Donate" (http://www.postcarbon.org/contribute/donate), and pages that contain PHP snippets, such as "Post Carbon Dispatch" (http://www.postcarbon.org/news/postcarbondispatch), must be edited with care. If you edit them with the rich text editor, they'll break - even if you then hit "disable rich text", some code in the page will be lost. If you need to edit these pages, make sure to mention it to Zoe and Mack, so they can ensure that it won't break; and make sure the the "Create new revision" checkbox is checked, so that your changes can be reversed if necessary.

How to insert an image into content

1. Make sure the enriched text editor is enabled.
2. Position the cursor at the point in the text where you want the image to appear.
3. Click on the little camera button.
4. A popup will appear. It'll give you the options:
   • Browse Images - The "My Images" section will contain all the images you've ever uploaded to the website. The "All Images" section contains the images everybody has uploaded. Choose one, find the image you want to insert, and click on it.
   • Upload a new image - Give the image a title, browse for it on your computer, and (optionally) choose a gallery to put it in from the "Categories" dropdown list. All the other settings are optional - you can just scroll past them and hit "Submit".
5. Once you've either selected or uploaded an image, you'll see a couple of options for how to insert it into your content. The "Title" field here is optional, and will show under the image as a caption. From the "Size" dropdown, you can choose to insert either a "thumbnail" version of the image which will be a maximum of 100px by 100px, or the "preview" version (which is actually the original). IMPORTANT: it's best to set the "Insert Mode" to "HTML Code".
6. Click "Insert". The image popup window will now close, and your image will be inserted into the content you were working on.

How to post content hidden from the public, but available to site administrators

1. See "How to create content".
2. Make sure the "Published" checkbox at the top of the form is unchecked. That way, the content item you create will be invisible to everyone except admins.
3. To find the content item again after creating it, see "How to find content items".

How to roll back content to a previous version
You must be logged in. Unless you're an admin, you can only revert content that you created yourself.

1. Find the content item (see "How to find content items").
2. At the top of the page, there are four tabs - "view", "edit", "revisions", and "track". Click on "revisions".
3. You'll be shown a list of all the revisions that have been created. Each one is marked with the date and the name of the person who made that change. You can click "view" to see each revision. Once you've decided which revision you want to restore, click on "roll back".

How to create a news category
You must be logged in as an admin.

1. From the side menu, select "administer > categories".
2. In the "News Section" row of the grey table, click on "add terms".
3. Fill out the form. The only necessary field is "Term name", which is the name of the category you're adding.
4. Once you hit "submit", the new category you've created will be available in the drop-down list of categories on the "create story" form that you use to create news.
5. If you'd like to add your new news category to the website's main menu, do as follows:
   • Return to "administer > categories".
   • Beside "News Section", click on "list terms".
   • Click on the title of the category you just added. This will show you a list of all stories in this category.
   • Make a note of the URL of this page, and create a new menu item pointing to it. See the menu editing section for instructions on how to add menu items.

How to add an existing content item to the dropdown menu
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.
There are two ways to add an existing piece of content to the dropdown menu:

1. Find the content item and edit it, making sure to fill out the Menu Navigation section.
2. From the side menu, select "administer > menu", create a new menu item, and point it to the content item.

How to add a new page to the dropdown menu
Create the page (See "How to create a page").
About six-sevenths of the way down the create-a-page form is the Menu Navigation section. Fill in appropriate values (see the Menu Navigation part of "How to create content").

How to edit the dropdown menus
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one. Please note: Menu items are just links. Deleting a menu item doesn't delete the content item it points to. If you don't understand that distinction, ask Mack or Zoe for more drupal training.

1. From the side menu, select "administer > menu".
2. This will show you a list of all the items in the side menu and the top menu.
3. From here, you can add, edit or delete menu items. Please don't make a mess of this - it's hard to restore.

How to search for a user

1. From the side menu, select "administer > users".
2. On the user page, click on the "search" tab.
3. It's a good idea to enter just one search term - ie, if you're looking for Julian Darley's account, just enter either "julian" or "darley".
4. When the name of the user you're looking for appears below the search box, click on it. This will take you to their profile page.

How to help a user with their password
If a user forgets their password, they should use the "Request new password" link in the login box, which will reset their password and email their new password to them. However, they may need your help if they have also forgotten their username, or if they have trouble receiving mail from us (ie, if their internet service provider mistakes the password-reminder email for spam).

1. Find the account of the user in question. For details on how to search for a user, see the section on how to search for a user.
2. Click on the "edit" tab.
3. In the edit user form, fill in both Password fields with a new password, and hit the "Submit" button. The user will now be able to log in with their new password.

How to masquerade as another user
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. Find the profile of the user you want to masquerade as. For details on how to search for a user, see the section on how to search for a user.
2. On their profile page, click on the link that says "Masquerade as [this user]"
3. You'll now see the website the way it looks to that user, and you can create content under their name. Note - you now have that user's level of access, which might be more restricted than what you're used to.
4. When you're finished masquerading, select "switch back" from the side menu.

How to block a user
Use this function only if a user is definitely just trying to spam the site.

1. Find the account of the user in question. For details on how to search for a user, see the section on how to search for a user.
2. Click on the "edit" tab.
3. Change the "status" radio button from "Active" to "Blocked".
4. Click on the "Submit" button to save changes. The user is now blocked.

How to change the homepage text
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "administer > settings > front_page".
2. You can set up different front page stuff for anonymous users vs. logged-in users. If you want to do that, consult Mack or Zoe to make sure it goes smoothly.
3. To change the homepage text for everyone, edit the stuff in the very top text-box, the one labelled "Front page HTML or TEXT for users not logged in". Changes you make here will be visible to everyone immediately, so be careful not to break the HTML or the PHP in this box.
4. Scroll down to the very bottom and hit the "Save Configuration" button.

How to change things in the sidebar
Ask Zoe or Mack to change it for you.

How to change the footer text
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "administer > settings".
2. This will take you to a form containing lots of general site-wide settings. Ask Mack or Zoe before changing anything besides the footer.
3. Edit the text in the box labelled "Footer message". Make sure not to break the HTML.
4. Scroll down to the very bottom and hit the "Save Configuration" button. Your changes will be visible immediately, to everyone.

How to change the main site banner
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "administer > themes", and then on the themes page, click the "configure" link beside the active theme (the one with its radio button activated - probably the new PCI theme, pci_orangemountain).
2. This will take you to a form containing lots of site-wide theme settings. Ask Mack or Zoe before changing anything besides the header image.
3. Use the "Upload logo image" box to select the new banner image you want to use.
4. Scroll down to the very bottom and hit the "Save Configuration" button. The image you've chosen will now be uploaded to the site and displayed as the main banner across the top of all pages. Your changes will be visible immediately, to everyone.

How to change the initiatives at the top of the page
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "administer > menus". (The initiatives bar is, in reality, a simplified menu.)
2. This page shows all the items in all the menus. Scroll down past the User Menu (that's the one in the sidebar) and the Main Menu (that's the dropdown menu near the top of the page), to the "Initiatives" menu.
3. From here, you can add, remove or edit items. See the section on how to manage menus for more information.

How to create an RSS feed
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.

1. From the side menu, select "administer > aggregator".
2. Click on the "add feed" tab.
3. Provide a title, and the URL of the RSS feed you want to pull in.
4. Select an Update Interval from the dropdown menu. This sets how often the feed will refresh itself, pulling in new items from its source. 24 hours is a good interval.
5. Click the "Submit" button. Your new RSS feed will now appear in your site's list of RSS feeds. To view this list, select "news aggregator > sources" from the side menu.

How to refresh the RSS feeds
You must be logged in as an admin. If you're not an admin, as Mack or Zoe to make you one.NOTE: The RSS feeds should update themselves automatically every 24 hours or so. If they don't, please report it as a problem.

1. From the side menu, select "administer > aggregator".
2. This will show you a list of all the RSS feeds we're pulling in to the site, and how many items are in each one. You can empty out any of these ("remove items" link), change the URL of the feed ("edit" link), or refresh the feed and pull in any new items ("refresh items" link).
3. After you hit "refresh items", the page will load for a long ol' time.
4. The new items will be visible immediately. To view the feed you just refreshed, click on "view items", or select "News > News Feeds" from the top menu and click on the news feed in question. If you refresh one of the feeds that appears on the home page, the new items will be visible there immediately.