Topic: General

  • Interface introduction

    ChartPanel is set up around the following elements:

    • Projects are the top-level organizational element, and can belong to a single Team or be shared with multiple Teams.
      • Services within a project each represent one action or URL (technically an “endpoint” in API terminology)
        Pages within a service are for admin tasks like viewing analytics or embed codes
        Channels within a service are configurable sections with fields that control the behavior of the service

    When you log in, you’ll typically be taken to a dashboard listing your available projects.

    1. Click the project tile in the main area, or
    2. Switch to a project any time by choosing it from the “project” dropdown in the upper left under the logo

    In a project (“Redirection project” in this example), you’ll see a list of services (“Home page redirect” and “Content embed” in this example). Each service corresponds to an action (e.g., a content embed, a redirect, a user lookup, an API endpoint, etc.).

    Click a service tile in the main area or on the sidebar to view its pages and settings.

    In the sidebar under the service name (“Home page redirect” in this example), you’ll see pages (with the icon) and channels (with the icon). Clicking on pages will show you the content of that admin page, and clicking a channel will expand any settings available to you for that channel.

  • Manage users

    You can manage who in your organization has access to the resources in ChartPanel. (If you need to share access to any resources with another organization, please contact support@fivemountains.co so we can enable sharing and they can manage their own users.)

    Open team settings

    Click the name of your organization in the lower left and choose “Team settings”.

    Add a new user

    To add a new user, find the “Add Team Member” section.

    Enter the user’s email, and select a role.

    • Administrators have full access to the resources in your organization, including adding, changing, and deleting other users (yourself included!)
    • Editors can view resources and change settings, but cannot manage users

    Click the “Add” button. An invitation will be sent to the email address you specified.

    Pending new user invitations

    If you have sent any invitations to users who have not yet accepted them, you will see them listed in the “Pending Team Invitations” section.

    You can use the “Cancel” button at the right to deactivate the invitation. If the user clicks the link emailed to them after you do this, they will get an error message that the invitation is no longer active.

    Manage existing users

    Existing users are listed in the “Team Members” section.

    You can remove a user from your organization’s team with the “Remove” button to the right.

    To change a user’s role, click the name of the role by their name (“Administrator” or “Editor”) and choose the new role you want that user to have.