Patient Portal CMS - Settings

Patient Portal CMS - Settings

Administrators can manage users, categories, workflows and other administrative tasks. You need the correct role to access this area.


Creating or editing users
To manage users, select Settings on the left menu and then the option ‘Users’. You will be presented with a list of existing users and their details.

 

 

You can select one or more users to perform collective actions, such as deletion, activation or deactivation and role assignment. To create a new user, click on the ‘Add a user’ button at the top of the screen.

 

 

You will add the user’s email, name and a temporary password. Next, you can assign one or more roles from the options:

  • Administrator: Full access to all admin interface features, including user management.
  • Moderator: Can create drafts and publish content, but cannot access the Settings section.
  • Editor: Can create drafts but cannot publish them or access the Settings section.

 

 

Creating or editing categories
Categories are very useful for classifying your news content. You can add new categories, and edit or delete existing ones via the menu Settings, option ‘Category’.

 

    • Related Articles

    • Patient Portal Wagtail CMS User Guide

      Please click on the link to view or download the Patient Portal Wagtail CMS User Guide. RF-Wagtail Content Management System for Patient Portal user guide-130225-141106 (3) - Copy (1).pdf 3 MB Download

    • What is Wagtail CMS?

      Wagtail is a powerful and intuitive Content Management System (CMS) that simplifies Patient Portal’s website management. It is your hub for creating and editing pages, uploading images, managing documents, and reusing components. This guide is ...

    • Patient Portal - FAQ's

      FAQs are useful, particularly in reducing support requests, as they answer the most common questions regarding your services. Creating a question for the FAQs To create a new question, sign in to Wagtail CMS for the Patient Portal and follow the ...

    • User interface overview

      Wagtail provides a versatile content management system interface designed to streamline content creation and organisation. Key features include: Dashboard: The central hub for managing content, displaying an overview of moderation tasks, recent ...

    • Normal pages: add, edit and save

      Normal page types are designated pages for whole-screen content using text and media, for example, the Privacy policy or the Terms and Conditions. Adding normal pages Please note you can create new Normal pages, but RIVIAM would need to be involved ...