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This article outlines using the CMS to manage donor lists, staff & foundation members, and other content on your digital information hub.
Do the fields in this article look familiar? This landing page is customized to the Thunder Bay Regional Health Sciences Centre. If you're coming from another company or organization, you can find the general CMS help page by clicking here.
I want to...
- Add a Foundation or Staff Listing
- Edit, Bulk Edit, or Delete a Listing
- Edit text or images on a Custom Page
- Work with Slides in a Screensaver Playlist
- View Usage Stats
- View a Video Orientation/Tutorial of how to navigate and use the CMS
Working with the Dashboard
On logging in to your account, you'll see some basic information about your digital hub at-a-glance:
Unit Status
Shows the update status of any information hubs connected to your account.
Online: up-to-date in green means your hub successfully contacted the server on schedule and is actively receiving updates from the CMS.
Online: update pending in orange means that your hub is currently pending a scheduled update. No cause for concern, it simply means the onsite content may not yet be caught up with the last changes made. Generally the hub contacts the server every 20-30 minutes to check for updates so check back soon!
Offline: no-update in red means that your hub has not yet been set up, or if it has previously been working, there could be a problem with the network connection. Contact Customer Success to begin diagnosing the issue.
Preview Software
Once your changes have been published using the 
button in the top right, you can preview the changes as they will appear live on the unit following the next server update. Generally the hub contacts the server ever 20-30 minutes to check and apply any updates, so by previewing first, you can make any changes needed before that update happens.
Note: Any changes you make on the CMS will not appear in the preview until they have been published, whether that's by manually clicking the 
button or by the 30 minute auto-publish feature.
Users with Access
This is a list of users that are able to access this account and make changes.
Onsite Contact
You can add contact information for the account here so other users can see at-a-glance who to contact for assistance within your organization.
Usage Stats
This is a quick overview of user interactions with your digital information hubs. You can click View More to get a more specific analysis of this data.
Adding a new Donor Listing
In the side navigation bar, click Directory, then either All Donors or Foundation, depending on which list you're working with.
Add a single listing
Click the 
icon in the top right to add a new listing.
Follow the prompts to enter the new listing's details. By default, the listings will sort by the Last Name or Organization Name field. The First Name field is not required to save the listing, but will appear before the donor's last name on the software if filled in.
If the name you'd like to display the listing by differs from the Name fields, you can also enter that in the corresponding Display Name field. (e.g. A numbered company operating with a trade name, or a person's nickname) In our example, this listing's name on the Main Donor Wall will be "Betty Doe", rather than the donor's registered name. There are Display Name fields for Main Donor, Memorial or Legacy, and the Endowment Wall.
In cases where you'd like to sort a listing by something else, you can manually add a name in the Sort By field to sort by instead. An example of this could be in the case of a listing name having a prefix (e.g. "Dr.", or "The") but not wanting the listing to appear alphabetically per that prefix. In our example, this donor will be sorted by "Doe".
If the Donor has a Donor Level corresponding to the Main Donor Wall, you can select that in the Main Donor Level dropdown. Similar level dropdown fields exist further down for Legacy of Care, Garden of Hope, etc.
You can assign a Main Donor Wall Location to your donor as well by clicking in the field and navigating to the corresponding spot on the wall grid. Click Assign to confirm a location.
There is also a toggle to indicate that a Donor is on the Main Donor wall, even if they don't have a place on the grid.
This toggle shows or hides the text "Main Donor Wall" on the Donor's page. Similar toggles exist for Tamarack Tree, Endowment Wall, etc.
If the Donor has a plaque in a Named Area, you can select on which property in the Named Area Property dropdown. From there, you can type to specify where the plaque is located in the following Named Area Location field.
Once you're finished making changes, click Add to save. The new donor will now show up in the donor list. You can continue to add or edit, or if you are finished with entering donors and need to access the data right away, you can click Publish Now to commit your changes. Please allow up to 60 minutes for changes to be synchronized to your on-site information hubs.
Add multiple listings
Click the plus icon in the top right to add a new listing. In the dialog box that pops up, click Multiple.
Add multiple listings, separated by line. Note: The only data you can input for each listing when adding multiple is the Last Name or Organization Name field. You can later Edit or Bulk Edit the newly added listings: click here to jump to the Bulk Editing section.
When all of your listings have been added, click Add to save your changes. The new donors will now show up in the donor list. You can continue to add or edit, or if you are finished with entering donors and need to access the data right away, you can click Publish Now to commit your changes. Please allow up to 60 minutes for changes to be synchronized to your on-site information hubs.
Adding a new Foundation or Staff Listing
In the side navigation bar, click Directory, then either All Donors or Foundation, depending on which list you're working with.
Add a single listing
Click the icon in the top right to add a new listing.
Follow the prompts to enter the new listing's details. By default, the listings will sort by the Last Name field.
Foundation and Staff listings require a Category to be specified in order to display.
To add an image, Select New Media will bring up a media selector dialogue. Here you can add your desired media or choose from existing media already uploaded. Highlight the image you want to use and click to Use Selected Media.
Once you're finished entering the fields you'd like for this listing, click Add to save. The new listing will now show up in the full list. You can continue to add or edit, or if you are finished with entering donors and need to access the data right away, you can click Publish Now to commit your changes. Please allow up to 60 minutes for changes to be synchronized to your on-site information hubs.
Edit or Delete an existing Listing
In the side navigation bar, click Directory, then either All Donors or Foundation, depending on which list you're working with.
Edit a single listing
Click the listing you want to edit. Alternately, you can click the kebab icon in line with the listing you want to edit, then click Edit.
Edit the fields that need to be updated, then click Save to save your changes. You can continue to edit, or if you are finished with editing listings and need to access the data right away, you can click Publish Now to commit your changes. Please allow up to 60 minutes for changes to be synchronized to your on-site information hubs.
Bulk editing listings
Click the pen 
icon in the top right to enable Bulk Edit mode. Here you can make changes directly in the master list view to save time. Make any updates needed and click Save to save your changes.
Note: Lists with a large number of listings may take longer to click between and save when making changes.
Delete a single listing
Click the listing you want to edit. Alternately, you can click the kebab icon in line with the listing you want to delete, then click Delete.
You will be asked to confirm your choice. Deleted listings cannot be undone, only re-added. Click Delete to confirm, or Cancel to return to the list.
If you are finished working with listings and need to access the data right away, you can click Publish Now to commit your changes. Please allow up to 60 minutes for changes to be synchronized to your on-site information hubs.