User's Guide
Overview
This user's guide is meant to serve as a training center as well as the main source of information for the DRS Platform (Formerly known as the MG2 Platform).
Getting Started
Are you new to the DRS Platform and its user's guide or you're just looking to get situated, this page has information to get you started on using the DRS Platform.
Migrate from Joomla
If your chapter is currently with Joomla and you would like to schedule your migration, please use the form on this page.
Newsletter Signup
Please sign up to our newsletter in order to be notified of any changes and new features added to the platform!
Optional Features
In this section, you can see all of the optional features that are available for your chapter website. If you'd like any of them activated, simply open a ticket with us and we'll be happy to do that for you!
Training Videos
Content Management Training
We have built a library of videos that will help you get trained on the various features of our platform. Please use this section to navigate through our content management training videos.
Back-Office Training
We have built a library of videos that will help you get trained on the various features of our platform. Please use this section to navigate through our back-office training videos.
Get Certified
We have created a certification exam. If you feel that you are comfortable enough with the DRS platform, give it a try, get certified and earn PDUs!
Content Management
Access Rights
The information in this article shows all of the different access roles that exist within the platform and which portion of the platform that they allow you to manage.
Admin Menu
The Admin Menu is for managing administrative users, to see the logs of all actions on your website and to set page redirections.
Blogs
This section allows you to post blogs and news articles, and feature them on your website. You can also schedule them to automatically publish on your website at a later date.
Components
Components are the building blocks of your pages. This section will teach you all that you need to know to display content and customize your pages with components.
Components - Glossary
This glossary displays a list of all of the available components along with an explanation and suggestions on how the component could be used.
Management Menu
This section covers all of the aspects of the Manage menu which allows you to manage your access rights, website files and the structure of your menu and pages.
Options
Learn how to navigate to the options menu to change your password, log out or view current system information.
Pages
Pages are at the core of any website. Learn how to create a page, modify them and delete them in this section.
Sections
Sections are the main menu tabs of your website. Learn how to create, modify and delete them here.
Webinars (Catalog)
This section will show you how to add products for sale on your website as well as webinars and how to manage them. The catalog plugin allows the listing and selling of products.
Back-office Management
Accounts Management
This section allows you to manage the accounts on your website. You can filter by members, non-members and many other options. You can edit account information and export them to Excel.
Events Management
Events are a critical portion of the website. Learn how to create and manage your events and event participants in this section of the user's guide.
Event Categories
Each event on your website is stored in a category. This section of the platform allows you to manage those categories and associate a color to them.
Forms Builder
The form builder allows you to create forms to display on your website. You can also set who receives a copy of the form by email and also view the forms' submitted data.
Invoices Management
Each time someone makes a registration or a payment on your website, an invoice is created. In this section, you can learn how to manage these invoices and perform various operations on them.
Jobs Management
The jobs board allows you to post job opportunities to your website. This section will show you how to manage these postings and how to allow visitors to submit job postings.
Newsletter Management
This section is for managing your newsletter templates, contact lists and to send out email campaigns as well as create automated emails.
On-Site Registration
This section of the platform allows you to take in-person registrations to an event. All you need is a laptop or tablet and this process will allow you to take registrations on the spot.
Promo Codes Management
Promo codes allow you to give a fixed or percentage based discount to your events or products. This section will show you how to manage these and apply various rules to them.
Website Styles
While your website has to follow the branding guidelines, we've given you plenty of ways to customize the look and feel, from the colors to the font. This section will show you how to do just that!
