Administration

The Local Administrator is the Council member in charge of the day to day administration of the DD Suite. The Local Administrator’s duties include:

• Creating and editing staff and user accounts
• Administering grants and activities
• Administering policymakers
• Uploading letterhead and other documents

Adding or Editing Council Information

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Edit Council Information link.

The Update Administration page appears.

3. In the Organization Name field, enter the name of your council or organization.
   
   
   
   
4. In the Phone field, enter your phone number, including area code. If necessary, enter an extension in the Ext field. If you have another phone number at which your organization can be reached, enter it in the Additional Phone field.
   
   
   
5. In the Council Email Address field, enter the email for your organization.
   
   
   
   
6. In the Website field, enter the URL of your organization.
   
   
   
   
7. If your organization uses and abbreviation or acronym, enter it in the Acronym field.
   
   
   
8. In the Number of Update Reports, enter the number of update reports.
   
   
   
   
9. In the Number of Council Members field, enter the total number of staff members in your organization.In the Primary Office Location section, enter the address of your organization.
   
   
   
   
10. If your organization has a second location, enter the second location’s address in the Additional Office Location section.
    
    
    
    
11. In the Mailing Address section, enter your organization’s mailing address. If it is the same as the address in your Primary Office Location, click the Same as Office Location checkbox.
    
    
    
    
12. Click Save and Close.

Creating and Managing Council Staff Accounts

The Council Staff links in the Local Administration section allow you to add, edit, delete and restore council staff accounts.

Creating Council Staff Accounts

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Add link next to Council Staff.
   
    

The Add/Modify Users page appears.

3. Click the Add Additional Users link.
   
   
   
   
4. Enter First name, Middle Initial, Last Name, Title and email address for the first new user.
   
   
   
   
5. Select one of the following access levels from the Access Level dropdown menu.
   • Council Staff
   • Council Member
   • Executive Director
   • Local Administrator
   
   
6. Click Save and Close.

Editing Council Staff Accounts

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Edit link next to Council Staff.
   
    

The Add/Modify Users page appears.

 

3. Make changes to the First name, Middle Initial, Last Name, Title and email address for the staff member you want to edit.
4. Select one of the following access levels from the Access Level dropdown menu.
• Council Staff
• Council Member
• Executive Director
• Local Administrator


5. Click Save and Close.

Deleting Council Staff Accounts

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Edit link next to Council Staff.
   
    

The Staff page appears.

3. Next to the staff member account you want to delete, select the Del radio button.
   
    
   
4. Click Save and Close.

Restoring Council Staff Accounts

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Edit link next to Council Staff.
   
    

The Staff page appears.

3. Next to the staff member account you want to delete, select the Res radio button.
   
    
   
   
4. Click Save and Close.

Activity Administration

The Council Activities links in the Local Administration is where you can lock, unlock delete or restore council activities.

Locking and Unlocking Activities

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Lock/Unlock/Delete/Restore link next to Council Activities.
   
    

The Council Projects page appears.

3. Next to the activity you want to lock or unlock, check the Lock checkbox to lock the activity, or uncheck the checkbox to unlock the activity.
   
    
   
   
4. Click Save and Close.

Deleting Activities

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Lock/Unlock/Delete/Restore link next to Council Activities.
   
    

The Council Projects page appears.

3. Next to the activity you want to delete, click the Delete radio button.
   
    
   
   
4. Click Save and Close.

Restoring Activities

1. Log-in to the DD Suite.
2. In the Local Administration section, click the Lock/Unlock/Delete/Restore link next to Council Activities.
   
    

The Council Projects page appears.

3. Next to the activity you want to restore, click the Restore radio button.
   
    
   
   
4. Click Save and Close.