First steps after installation
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Once the advokit-installer has completed, it will take you to this login page. (Note: If you see an "internal server error at this point, most often this is due to inappropriate permissions for the index.php file found at your Advokit web root. "755" seems to be a widely acceptable setting.) AdvoKit has an administrator account already created. To log in, type "admin" for both username and password and click "Login"
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Once you are logged in for the first time, there are a few things you will need to do to get ready to set up a campaign.
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If you are logging into AdvoKit for the first time, you will immediately be taken to a page where you can add a campaign. (If you are not taken to this page by that route, you can click on the "Add campaign" link in the sidebar.) A campaign, in AdvoKit, is the top level of your organizational structure. Later you will create one or more campaign operations and teams under those. But first you need to create a campaign and give it a name. All you need to do is provide a name and an optional description for the campaign...
It's probably best for the moment to leave the self-registration check box un-checked. This setting determines whether anonymous visitors to your site will be able to see a list of unstaffed jobs in your campaign and sign up for them. |
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After creating a campaign, t he next step is to create a campaign leader account. This is the account that will be used to manage the entire campaign - create operations, manage jobs and activists, etc.( If you are following the process from first administrator login, you are taken to this step automatically after creating the campaign. Otherwise, you can click "Browse Campaigns" in the sidebar, then click on the name of the campaign in the list, then click on the link "Browse leaders for this campaign", and finally click on the link "Add leader to campaign <campaign name>".) You will be presented with a screen where you can create the new account for the campaign leader. Note that fields labeled in red are required. As always it is not required but a very good idea to include a valid email address for this person so that they can recover access to their account if they lose their password.
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Before continuing on to log in as campaign leader and set up the campaign, you should secure your admin account against outside intrusion. You will need to change the admin password to one that only you know. Click on "Set Password". You will need to type in the old password ("admin"), and then type a new password - twice. After clicking the "Set new password" button, AdvoKit will log you out and log you back in, using the new authentication.
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At this point it is also highly recommended that you edit the admin's user profile to include a valid email address. The reason for this is that if you ever forget your admin password, you will want the system to be able to email you a new password (though there is a way to reset the admin password to "admin" in an emergency by re-running the installer and clicking on the "Reset admin password" button, this is not the recommended method). Unfortunately, there is no "edit profile" link in the administrator's sidebar, so you will need to click on the "Browse Users" link (the "User Report" link will also work) to view a list of the accounts on the system.
If you click on "admin" account (highlighted in yellow here), that will bring up the edit profile page for the administrator account...
Enter your email address and click "Apply changes". You might want to enter other information on this page, but since you are the only administrator, you're the only one who would ever see it. IMPORTANT: DO NOT CHANGE STATUS TO "Inactive" OR CHANGE THE SECTION FROM "Administrator"! Doing so will make it impossible to perform administrative functions. |
