{% load static %} {% comment %} Guided tour for staff. Steps are data so they can be rewritten as the back office changes; bumping TOUR_VERSION in accounts/tour.py re-offers the tour. A step whose target no longer exists is skipped rather than pointing at nothing. {% endcomment %}
  • Upload, edit and delete documents
  • Manage board members
  • See the list of owners and manage their accounts
  • You\u2019re still very welcome to email us to manage these for you \u2014 but you may find it even easier to do it right here.

    Everywhere you see a Staff only tag, owners don\u2019t see that feature at all \u2014 and to see the site exactly as an owner sees it, flip this switch. Flip it back whenever you like." }, { "page": "{% url 'documents:library' %}", "targets": ["#nav-documents", "#browser"], "title": "The document library", "body": "On this page, owners can search or browse every document. Feel free to try it out." }, { "page": "{% url 'documents:library' %}", "target": "#open-uploader", "title": "Adding documents", "body": "Only staff see this uploader \u2014 owners never do. Upload new documents by dragging them anywhere onto this page \u2014 as many at once as you like. As they upload you\u2019ll be able to organise them into categories. Give it a try if you like; we can always delete your tests." }, { "page": "{% url 'documents:library' %}", "target": ".folder", "title": "Editing and deleting", "body": "Need to change or remove an existing document or group? Hover it and use the pencil to edit, or the bin to move it to the trash. These controls are staff-only too \u2014 owners just see the documents." }, { "page": "{% url 'documents:board' %}", "targets": ["#nav-board", ".board-grid"], "title": "The board", "body": "This is where owners meet their board members." }, { "page": "{% url 'documents:board' %}", "target": ".member-admin", "title": "Editing a profile", "body": "Owners see the profiles; only staff see these controls. Edit any profile right here \u2014 photo, role and biography. Feel free to give it a try; it\u2019s easier than you might think." }, { "page": "{% url 'documents:board' %}", "target": "#board-reorder", "title": "Reordering the board", "body": "You can also change the order board members appear in." }, { "page": "{% url 'documents:board' %}", "target": "#board-add", "title": "Adding a board member", "body": "Someone new joining the board? Add them here \u2014 name, role, photo and biography. A photo is optional; without one their profile simply runs full width." }, { "page": "{% url 'backoffice:people' %}", "targets": ["#nav-owners", ".browser-bar .search-field"], "title": "The owners", "body": "This whole page is staff-only. Everyone with an account on this property is listed here. Use the search to find anyone quickly \u2014 it filters as you type." }, { "page": "{% url 'backoffice:people' %}", "target": ".row-actions", "title": "Helping someone in", "body": "Email an owner a password reset, or generate a new password you can read out or send to them yourself." }, { "page": "{% url 'backoffice:people' %}", "target": ".add-person", "title": "Adding an owner", "body": "New owner? Email them an invitation so they set their own password, or generate one for them and pass it on yourself." }, { "page": "{% url 'backoffice:people' %}", "target": "#usermenu", "title": "Your own account", "body": "Anyone who is signed in can change their own password here \u2014 and this is also where you can run this walkthrough again." } ]'>