ACCT Dashboard Playbook

Task 0: Logging Into the Website Dashboard

Before you start: Do NOT attempt to log in more than 2 times if your password fails. The website will automatically lock you out after 2–3 failed attempts. If you are locked out, contact Daniel at [email protected] to restore access.

Step 1: Access the Login Screen

1. Open your web browser.
2. Go to the login page: https://acctonline.ca/doj-bfadmin155875751

Step 2: Enter Your Credentials

1. Enter your Username / Email (Ask Daniel, Sari or Dima).
2. Enter your Password (Ask Daniel, Sari or Dima).
3. Click Log In.

Step 3: Resetting a Forgotten Password

1. If you forget your password, click “Lost your password?” under the login form.
2. Enter your email/username to request a reset.
3. Check the primary team email ([email protected]) for the password reset instructions link.

Task: Managing Team Members (About Us Page)

WHERE THIS APPEARS

Updating team members in the dashboard automatically updates the live directory under the Team Members section on the About Us page.

Adding a New Team member will appear on this page:
https://acctonline.ca/about-us/#boardmembers

Part A: Adding a New Team Member

Step 1: Open the Team Member Form

1. Log in to the dashboard.

2. On the left side panel, click Team Members.

3. Click the Add Team Member button at the top. You will be taken to the "Add a Team Member" page.

Step 2: Enter Name & Member Details

1. In the primary Add Title field, enter the full name (First & Last Name).

2. Fill in the 5 detail fields directly below:

• Staff Name: Full Name

• Position: Job Title

• Mobile Number: Phone Number

• Email Address: Staff Email

• Extension: Phone Extension

Step 3: Publish & Verify

1. On the right panel, click the blue Publish button.

2. Open the About Us page on the live website and click Refresh in your browser to confirm the new team member is displayed correctly.

Part B: Editing & Deleting Team Members

How to Edit an Existing Team Member

1. Go to Team Members on the left side panel to view the master list.

2. Find the team member you want to edit and hover over their name.

3. Click the Edit link that appears beneath their name.

4. Update any of the information fields.

5. Click the blue Update button on the right panel to save changes.

How to Delete a Team Member

1. Go to Team Members on the left side panel.

2. Find the person you wish to remove from the list and hover over their name.

3. Click Move to Trash (in red) beneath their name.

4. Refresh the live website to verify they have been removed from the directory.