Content Management System (CMS) Training Guide

All web editing through the content management system (CMS) begins with the site admin toolbar. The toolbar appears across the top of every page a site admin has permission to edit on the chapter website. The options that should appear are Edit Page, Edit Navigation, Site Options, and Community Settings. The CMS is accessed through the "Edit Page" and “Edit Navigation” buttons.

The Contact Us page opens a form that will allow all site visitors to submit an inquiry to an email address designated by the chapter. Chapters are required to add an email address; it is recommended that the address is a general mailbox to ensure continuity between chapter leader transitions.             
    

1. Log in to your site and open the CMS by clicking the Edit Navigation button from the site admin toolbar at the top of your screen.
2. Click “Site Setup” at the top.
3. Click “Contact Us” – the last option across the top of the Site Setup page. It is critical that you do not edit any other tabs in the Site Setup section.
4. Enter your chapter name in the "Name" field.
5. Enter a default email address – this is the only required item and it is the only area not visible to site users. This is the email address where the message will go after someone sends a message through the Contact Us form on your website.
   • Helpful Tip: It is recommended to use a generic chapter email address (or administrator if the chapter has one) so that it does not have to be updated with each new volunteer term.
6. "Enable Email Form?" should always be toggled to "Yes" to display the form on the Contact Us page for site visitors to easily submit their inquiry. DO NOT CHANGE.
7. Scroll to the bottom of the page and click “Finish” to save changes.
8. Check the Contact Us page on your website by sending a test message in the form.

To update the links for the social media icons that appear in the footer of your site, please email chaptersiteadmins@isaca.org. 

Each chapter must add their unique Privacy Policy to their site. Please follow these steps:

1. Open the CMS with the “Edit Navigation” site admin button.
   
2. Click the “+” icon to expand the “Home” page.
   
3. Click the “+” icon to expand the “Site Footer” page, then select "Chapter Privacy Policy".
   
   
4. Click on the ellipsis on the right side to open the drop down menu. Select "Edit".
   
   
5. Click the box and pencil icon to open the WYSIWYG editor.
   
6. Add your privacy policy to the text box.
   
7. Click > “Save” > “Publish.”
   

 Review the page and make sure the Privacy Policy was added correctly.

At the beginning of each year, your chapter will need to update the copyright year on your site by following these steps in the CMS:

1. Open the CMS with the “Edit Navigation” site admin button.
   
2. Click “Site Setup" at the top of the page.
   
   
3. Under the “Site Name” section, update the year for the Copyright field. DO NOT EDIT any other field.
   
4. Click “Finish” to save.

There are certain pages that are managed by ISACA Global and are unable to be edited:

• About ISACA Global
• ISACA Member Benefits
• Chapter Leader Resources
• Site Admin Resources
• ISACA CommunITy Day
• ISACA Global Volunteering
• ISACA Mentorship Program
• SheLeadsTech Program
• Credentialing
• Career Resources
  

1. Open the CMS with the "Edit Navigation" site admin button.
   
2. Click the “Add Page” icon at the top of Navigation Page the and drag it to the navigation level where you want the new item to live.
   
   
3. BE SURE TO UPDATE THE PAGE CODE NAME and URL NAME to match your Page Title using no spaces or with dashes in the place of spaces. (ex. About Us becomes “aboutus” or “about-us”.)
   
   
   • If you do not update these will stay as “new-page” and will be visible that way in the URL when visitors are on that page of your site. You do not need to add the full path, only the end result of this page. For example, for a page listing volunteer opportunities among other pages beneath a Volunteer menu, only add “volunteeropportunities” as the page code and URL name to create the path: engage.isaca.org/volunteer/volunteeropportunities
     
     
     • Default page code and URL:
     • Updated page code and URL: 
       
4. Give the item a Navigation Title and Page Title. The Navigation Title will appear as the button name in the menu, and the Page Title will appear at the top of the page unless you uncheck the “Show Page Title” option accordingly.
   
5. Select Save > Publish to save the new page.

Child pages should be used underneath a related parent page and are used to organize the site navigation menu. Please see below for reference. The parent page is About Our ISACA Chapter and all the pages listed below are its child pages.

To create a child page:

1. Open the CMS with the "Edit Navigation" webmaster button.
   
2. Create a new webpage and update the name, page code and URL (see steps 4 & 5).
   
   
3. Select the compass icon and drag the page so that it is indented under its parent.
   
   
4. BE SURE TO UPDATE THE PAGE CODE NAME and URL NAME to match your Page Title using no spaces or with dashes in the place of spaces. (About Us becomes “aboutus” or “about-us”.)
   
   
   • If you do not update these will stay as “new-page” and will be visible that way in the URL when visitors are on that page of your site. You do not need to add the full path, only the end result of this page. For example, for a page listing volunteer opportunities among other pages beneath a Volunteer menu, only add “volunteeropportunities” as the page code and URL name to create the path: engage.isaca.org/volunteer/volunteeropportunities
     
     
     • Default page code and URL:
     • Updated page code and URL: 
       
5. Give the item a Navigation Title and Page Title. The Navigation Title will appear as the button name in the menu, and the Page Title will appear at the top of the page unless you uncheck the “Show Page Title” option accordingly.
6. Select Save > Publish to save the new page.

You can copy a page and all its content by selecting the ellipses “…” and clicking “Copy.” The new copy will be created as a draft. You can then edit as needed and publish the page.

If you are in the processing of adding content to a page, or your chapter will not use a specific page, or if a page is only relevant during certain times, it should be hidden from navigation. Users should not be able to view pages that are under construction.

To hide a page, click the “Visible in Navigation” box so that it is not checked. The page remains active if someone has the URL directly to it, but it will not be found within the website navigation.

If you no longer need a page, but want to keep the content for your records, you can archive a page. This will remove it from the navigation, but site administrators will still be able to access the content within the CMS. (For example, this can be useful for pages related to annual events where you want to show the most recent event but not lose historical data that the site admin can reference.)

To archive a page, click the ellipses “…” and select “Archive.”

You will be able to locate an archived page in the future by clicking the filter at the top and clicking Archived > Apply under “Page Status.”

Content Rows define the layout of the webpage by creating boxes for different sections of HTML content and/or widgets. Adding content rows is the first step to setting up a webpage. You can choose where content will live by selecting from the variety of content rows.


   1.  Drag and drop the desired content row onto your webpage:

    2. Drag and drop content (HTML content blocks/widgets) to the desired section of the row.

If you need to remove an empty content row from your webpage:

1. Click the trashcan icon in the upper left corner on the content row.
   
2. Click "Delete."
   
3. Click "Save" then "Publish". Verify that the content was published correctly. 
   
   

1. Ensure that there are content rows on the page.
   
   
2. Drag the “HTML” content item widget to an empty content row.
   
3. Click the “Edit” icon to configure the item and add text.
   
4. Use the WYSIWYG editor to add text or HTML code to a page. Click "Save".
   
5. Click to "Save" then "Publish" the page. Verify that the content was published correctly. 
   

You can also utilize the HTML widget to share photos. 

1. To add an image, click the “Insert Image” icon.
   
2. Click the folder icon next to the “Source” field to open the photo library.
   
3. Click “Upload” if the photo has not yet been added to your site.
   
4. Open desired image and click “insert.”
   
5. Click “Save" to add the image.
   
   
6. Click "Save" to save the updates to the HTML content box. Save and publish the page to finalize your changes.

If you create a new page in the navigation that you would like to automatically redirect elsewhere, follow the steps below.

If you simply want to include a hyperlink within content on your webpage, see “Add Page Content” and "Add HTML/Text" sections to place an HTML Content item on the page. Click on the hyperlink button in the WYSIWYG editor to link to a file or webpage.

1. Add one content row to the top of the blank page.
   
   
2. Drag the “Hyperlink/URL” content item to the empty content row block.
   
3. Click the “Edit” icon to configure the item.
   
4. Add the URL you want to redirect to in the “URL or Page Code” field and check the box to open the link in a new window if desired. *Helpful tip: If the URL you are adding takes the site visitor to a new site, always check "Open link in new window".
   
5. Click "Save" and publish the page. Do not add any other content to this page.

If you create a new page that you would like to automatically redirect to a file follow the steps below. The widget will not allow the file to be opened in a new tab.

If you simply want to include a hyperlink to a PDF or DOC within content on your webpage (or if you need the file to open in a new tab), see “Add Page Content” and "Add HTML/Text" sections to place an HTML content item on the page. Click on the file button in the HTML editor to link to a file.

1. Drag the File Upload content item to an empty row block.
   
   
2. Select the "Edit" pencil icon to configure the widget.
   
3. Click Browse to upload your file.
   
   
4. Click "Upload," "Save" and "Publish."

As you add content to the pages of your site, you will see the option to save and publish. Clicking "Save" will allow you to leave the page and continue editing later; it will not show the edits that you have made on the public side of your website until you also click "Publish".


If a page has saved changes that have not yet been published, you will see a green "Editing" icon in the navigation.


When you click to edit the page, you will receive the following popup:


Clicking "Revert to Published Version" will remove your previously saved changes that you did not publish. Clicking "Edit Most Recent Version" will keep your saved but unpublished edits and allow you to continue to edit the page until it is ready to be published. 

Be cautious that you do not override content that other site administrators may have in draft form by reverting to the published version to continue your edits. Site admins are not able to revert back to previous versions of published pages and can only see the most recent published page or an edited version if one exists in draft mode. 

Community Leaders (Chapter Leaders) Widget

The Community Leaders Widget will display all active Chapter Leaders on your Chapter Leader Roster. When any updates are made to the Chapter Leader Roster, it will automatically update the widget. This widget is located on the About Our Chapter page on the chapter website template. No edits need to be made to the widget, the widget will configure to your chapter site automatically.

• Board members must upload their headshot on their Engage Profile and set the viewing permissions for that field to "public" or they will appear as a grey avatar.
• Chapter Leader titles will display as our default code in the member database and not as the title you have submitted to chapters@isaca.org or that displays in the Chapter Leader Portal. Integration limitations will not allow editing of these titles on the hosted chapter sites.
• Chapter leaders will appear in alphabetical order and limitations prevent reordering.

If you do not wish to use the Community Leader Widget there are other ways to display your chapter board. Please hide the Community Leader widget on the page, do not remove the widget..


Other recommendations for displaying the chapter board:                                                                                                                                                                                                                                   

• Manually enter as an HTML item and update as needed. You may link individual names to Engage profiles to allow site visitors to learn more about the leaders (to the extent they have made their profile visible.) Learn about profile privacy settings.
• Do not display leaders, but instead list basic contact information.
• Display a static image that includes names, titles and photo but will not link to profiles.

The Announcements List Widget has been placed on the homepage of your chapter site as part of the template. This widget's intended use is for quick, short updates from the Chapter that are viewable by the public (default view permissions have been set to "Everyone"). The announcement widget overflows onto the Chapter Announcements page on the website, accessible from the navigation. 

1. To add an announcement, click "Add" on the widget OR on the Chapter Announcements page.


2. Fill out the form adding announcement details, then click "Save".

3. Confirm your announcement posted correctly. 

*NOTE: As part of the provided template, the announcement list widget on the home page is configured to show 5 total announcements posted within the last 365 days. The entire announcement feed can be accessed from the Chapter Announcements page.

The Blogs List Widget is set up on the chapter website as an option for chapters to share newsletters, a President's Message, or other updates from the Chapter that are more extensive than an announcement.

This widget is placed on the Chapter News page of the website template provided by ISACA Global. Blog posts are managed from the front end of the site.

*IMPORTANT NOTE: The Chapter News page permissions are set to be viewable by members only. If you want the Blogs to be visible to all site visitors, you should move the page from under the Members Only Content navigation button to another area in the navigation, AND update the page permissions.


Click the "Create a New Blog Post" button to create a new entry and input all information required. Remember, this section is suitable for longer form pieces of content like newsletters. 




4. You do not need to associate the Blog to a Community. This will default to your Chapter. 

5. "Who can read your blog entry?" - You are able to control what audience you want to be able to view a specific blog entry, however, this widget is currently placed on a page with Member-Only page permissions. The page view permission will override the setting designated at the blog level. Updating who can read your blog entry to everyone will not function properly if this is on a Member-Only page. Move the widget to a new page and update page permissions if you want Blogs to be visible to all site visitors. 

As part of the upgraded chapter website template introduced in October 2023, chapters have access to an enhanced communication tool to easily email chapter members directly from the chapter website.

Chapter can use this enhanced communication tool to deliver important information and updates to their chapter members. You are also able to add file attachments or meeting invitations to the messages that are sent. 

There are five different email segments you can choose from depending on the content of the message you are wanting to send.

•           All Members – Sends to all active members of your chapter.
•           Professional Members – Sends to all active members of your chapter who have a professional membership type.
•           Student Members – Sends to all active members of your chapter who have a student membership type.
•           RG1 Members – Sends to all active members of your chapter who have a recent graduate membership type within the past year.
•           RG2 Members – Sends to all active members of your chapter who have a recent graduate membership type within the past two years.
•           1-2 Year Members - Sends to all active members of your chapter who have joined within the past 1-2 years.

*NOTE: This tool will only send communications to your current chapter members. All event information is still required to be submitted into Event Manager for chapter compliance.

1. Navigate to the site admin tool bar located across the top of your chapter site and click on Community Settings.
   
2.  Access the “Email Community Members” link. No additional settings are configurable by site admin. ONLY access the Email Community Members area.

    3. You will be taken to the page to send email communications. Select the group you wish to send an email to from the        “To” drop down. It will show you a preview of how many members are expected to receive that correspondence.

4. Update the Community Admin Message when applicable.

5. Send Email. 

Chapters can receive a personalized code that can be shared with employers, allowing them to post on the ISACA Job Board free of charge. The code permits a free 30-day posting that can be used up to 12 times. 

If you have questions on the ISACA Job Board promo codes, please reach out to chaptersiteadmins@isaca.org.

Alternatively, chapters can continue posting local job opportunities directly on their chapter website.

You can view a step by step guide on how to post to the ISACA Job board here. 

1. From your chapter website, click on Member Only Content from the navigation and select Chapter Library.
   
   
2. On the Library page, click the “Create Entry” button on the right side of the page.
   
   
3. From the Library Entry screen (below) enter the following information: 
   
   
   
   1. Title – The document title should be descriptive for users reading the list of library entries to determine if it could be what they are looking for. This field is required.
      
   2. Library – This should default to the chapter website library. Confirm that the correct library is selected.
   3. Folder - Select the Folder you want to entry to upload the entry to.
   4. Description – Adding a description is optional but strongly recommended. It is helpful to users by providing more information about what is in the library entry.
   5. Entry Type – Specify what kind of file is being added. This field is required and determines the workflow for adding the content on the following screens. Select from:
      1. Copyright Licensed File – Similar to a Standard File Upload, but with an additional step asking the user to specify the copyright protections and allowed uses of the files as defined by Creative Commons. Jump to how to add a copyright licensed file.
      2. Hyperlink – A link to an internal or external web page. There are no actual files attached. Jump to how to add a hyperlink.
      3. Standard File Upload – Used for PDFs, Word Docs, PPT Files, photos, etc. This is the most common type used. Jump to how to add a standard file upload.
      4. Webinar – An embedded video linked from a third-party provider such as Adobe Connect or GoToWebinar. This is to display on-demand webinars, not live stream.  Jump to how to add a webinar.
      5. YouTube Video – An embedded video from YouTube displayed in a multimedia player. Jump to how to add a YouTube video.

*NOTE: The maximum file size for any document is 1 GB. Most file types are supported.

The process for uploading copyrighted files is similar to a Standard File Upload, but has an added step requiring licensing and permissions:

1. Select Copyright Licensed File(s) as Entry Type. Choose and upload your file then select Next.

 2. Complete the Licensing page then select "Finish".

The document is now shared in the library.

Hyperlinks can be added to a library to bookmark relevant web content.

1. When adding a link, make sure to include the entire URL (beginning with https://).
2. It is optional to give the link specific hyperlink text so users will see that wording instead of the raw URL.
3. Click “Finish.” The document is now shared in the library.

Standard files are documents with nearly any extension, e.g. .pdf, .doc, .xls, etc. This is the most common file type. 

1. Select Standard File Upload for your Entry Type. Click on "Choose and Upload".

2.You can drag and drop files from your desktop into the box or select "My Device" to browse files that are on the computer you are using. Upload your files then select "Next".

3. Click “Next” to add titles and descriptions for each of the files (if multiple files were uploaded) as shown in the image below.

4. Finally, click “Finish”. The entry is now shared in the library.

Recorded webinars (trainings, tutorials, etc.) may be uploaded, which display as an embedded video in the library entry. This is not a functionality for live streaming events.

1. Use for recorded webinar uploads from sources such as Zoom, Adobe Connect or GoToWebinar.
2. Enter the URL to the webinar, the running time and the names of the presenter(s).
3. Click “Next” to categorize your webinar by adding tags (tags are optional) and click “Finish” when you are ready to add the file to the library.

YouTube Videos can be uploaded to the Chapter Library. 

1. Inserting a YouTube video URL will allow for a YouTube video to be embedded and accessed within the library rather than taking users off your site.
2. On YouTube.com, locate the video you wish to share. Click Share and copy the URL.
3. Insert the URL in the YouTube link section of the file uploader.
4. Click “Finish.” The document is now shared in the library.

1. From your chapter website, click on Member Only Content > Chapter Library.
2. Click the title of a library entry to open it.
3. Once the library entry is selected, you will see the full description and are able to download the file.
   
   Click the ellipses "..." located at the top right of the Library Entry.
   
   
4. “Edit” and “Delete” will both appear in the list.
   1. Edit a library entry at any time (title, description, URL, etc.)
   2. Clicking “Delete” cannot be undone and will permanently remove the library entry and all associated files within it.

*NOTE: When viewing a library entry, you will see statistics on the number of views, shares, downloads, etc. on the page, as shown below.

Site administrators can create a folder structure in a chapter library for better organization. To do this:

1. From your chapter website, click on Member Only Content and select Chapter Library.
   
   
2. Make sure you are viewing as an admin so you are able to make edits. 
   
   
3. If the folders are not visible on the left, click the folder icon on the left so that they appear. 
   
4. You will see two sections within the page now: 
   1. The left column is the folder structure of the library, including subfolders.
      
      
   2. The right side contains the contents of library entries within each folder.
      
      
5. The main folder of your library will automatically be highlighted in the left column. Admins can click the ellipses "..." to the right to create a new subfolder.
   
6. When you create the new folder give it a unique name. To rename an existing folder, click on the folder’s ellipses and select "Rename Folder".
   
   
7. Any user can upload to existing libraries, but only site admins can rearrange items that have not been uploaded in the correct folder. To move items to a different folder, start by checking the box to the left of the entry title.
   
8. Next, click "Move" in the top right.
   
9. Select the desired folder and then click "Move Entries" to complete.

The link for each chapter website is: https://engage.isaca.org/[chaptername]

For example, the ISACA Athens Chapter’s URL is: https://engage.isaca.org/athenschapter

Log in with your ISACA.org credentials.

Each chapter has a Chapter Leader Community that consists of all current chapter leaders for your chapter specifically. You may use this community and its library to share information with your fellow leaders, ask questions and store documents. The Chapter President, Webmaster and Administrator (if your chapter has this role) are the Community Administrators for your chapter leader community. Only these roles can edit content and organize the Chapter Leader Community library. ISACA staff will not manage the chapter leader communities.

There are three ways to access your Chapter Leader Community:

• From engage.isaca.org, click Communities > My Communities > *Chapter Name* Chapter Leader
• From your chapter site, click Member Only Content > Chapter Leader Resources
• From your Engage profile, click on My Connections > Communities

Your Chapter Library can be accessed by any member of your chapter that has logged in. Any member can upload, download, and view documents to the library. Only your site administrator(s) can edit the contents, create folders and organize the library.

To access the library from your chapter site, click Member Only Content > Chapter Library.

The Chapter Leader Exchange is a resource for all current ISACA chapter leaders around the world to network and share solutions about chapter administration and to archive documents and discussions as reference for future ISACA chapter leaders. By creating one global community, chapter leaders can filter their search by tags to find content relevant to their geographic region and/or role without managing multiple community memberships and subscriptions. Only current chapter leaders can access this community; access is removed at the end of your term. 

You can access the community either by clicking here or following the steps below:

• From engage.isaca.org, click Communities > My Communities > Chapter Leader Exchange
  
• From your chapter site, click Member Only Content > Chapter Leader Resources
• From your Engage profile, click on My Connections > Communities

This is not hosted on Engage. The Chapter Leader Portal is managed by the ISACA chapter relations team to assist you in your role as chapter leader. You will only be able to access the portal if you are a current chapter leader, and if your role determines access to reports, financial statements, marketing materials, etc.

You can access the Chapter Leader Portal by clicking here or from your chapter site, click Member Only Content > Chapter Leader Resources. You can also access the Chapter Leader Portal from your MyISACA profile (not your Engage profile.)

Training is critical! Any mistakes that require the assistance of the vendor to fix may result in a fee which will be deferred to the chapter before correcting. This is uncommon and should not be an issue for anyone properly trained or who refers to these instructions for managing a site.

• DO NOT DELETE PAGES from your site CMS as this can break site functionalities. You have the ability to hide pages that you do not want to appear on your site.
  
  
• DO NOT TURN OFF the Advertising on the homepage of your site. ISACA Global controls the ads on the homepage and your chapter may choose to place additional ads on any page.
  
• DO NOT EDIT THE SITE SETUP except for the Contact Us page. The Site Name, Layout, Theme, and Images have been completed for each chapter site and should not be changed without permission from ISACA Global. It is very important to not change the Site Name, Slogan, or Path Name (aka URL) or your site will not function properly.
  
• SITE ADMIN ARE ONLY PERMITTED TO USE THE EMAIL COMMUNITY MEMBERS TOOL UNDER THE ADMINISTRATION SECTION AND ALL OF THE EVENTS SECTION UNDER COMMUNITY SETTINGS.
• In the CMS, you will see many items in the navigation and content columns that are locked down and have a padlock icon next to them. These items can only be edited by super administrators of this platform at ISACA headquarters. Please contact ISACA at chaptersiteadmins@isaca.org if you need to request changes to locked items.

If you are unsure if you should edit a specific item, email chaptersiteadmins@isaca.org before editing.