After you have customized your solution, you can begin to configure the application to meet your particular user needs.

To access the configuration tools:

1. Click the Admin tab.
2. Click the Manage Application Settings link.
3. Click the appropriate configuration link on the Manage Application Settings page.

Site Categories and Sub-Categories

Site Categories are the main headings displayed across the banner. They serve as the main organizing feature. Default Site Categories are pre-loaded and vary depending on the type of solution deployed.

Categories include:

Businesses, Organizations, Products, Services, Solutions, Partners, Groups, Events, Places, Sponsors, People, Ideas, Projects

Categories also have sub-categories which are displayed at the bottom of the Site Category pages. Note that not all of the Site Categories are loaded with default sub-categories.

While the default Site Categories should not be added, renamed, or deleted, they can be enabled and disabled to better meet the needs of your users.

Sub-categories can be added, renamed, deleted, enabled and disabled.

To disable a default Site Category or Sub-Category:

1. Click the Site Categories link on the Manage Application Settings page.
2. Click the name of the Site Category or Sub-Category to go to the modification page.
3. Uncheck the Enabled box and click Save.

To enable a default Site Category or Sub-Category:

1. Click the Site Categories link on the Manage Application Settings page.
2. Click the name of the Site Category or Sub-Category to go to the modification page.
3. Check the Enabled box and click Save.

Promotion Categories

Promotions can be created by Profile Owners to encourage visits to their profiles, Web sites, and bricks-and-mortar locations. Promotions are randomly displayed on the left side of the main home page.

Default Promotion Categories (called “Ad Categories” in the Administrative tools) are pre-loaded into the ConcourseConnect solutions. As an Administrator, you can delete the default Promotion Categories and/or add categories that make sense for your users.

To delete a default Ad Category:

1. Click the Ad Categories link on the Manage Application Settings page.
2. Click Select to access the drop-down menu for the Ad Category you would like to delete.
3. Choose the Delete Ad Category option and click OK.

To add an Ad Category:

1. Click the Ad Categories link on the Manage Application Settings page.
2. Click Add Ad Category on the Ad Category page.
3. Fill out the form on the Add Ad Category page and click Save.

Classified Categories

Classifieds are created by profile owners to sell goods or services or make announcements and are displayed within the individual profiles.

Default Classified Categories are pre-loaded into the ConcourseConnect solutions. As an Administrator, you can disable the default Classified Categories and/or add categories that make sense for your users.

To disable a default Classified Category:

1. Click the Classified Categories link on the Manage Application Settings page.
2. Click the name of the default Classified Category you would like to disable.
3. Uncheck the Enabled box and Click Save.

To add a Classified Ad Category:

1. Click the Classified Categories link on the Manage Application Settings page.
2. Click Add Ad Category on the Ad Category page.
3. Fill out the form on the Add Ad Category page and click Save.

Discussion Forums

The Discussion areas are where users network, get advice, share opinions, and answer questions. The Discussions are organized by topic areas called “Forums” and are displayed within the individual profiles.

Default Discussion Forums are pre-loaded into the ConcourseConnect solutions. As an Administrator, you can disable the default Discussion Forums and/or add forums that make sense for your users. Profile Owners can also create Discussion Forums.

Badges

In a ConcourseConnect solution, badges are images, logos, or other visual elements that connote affiliations, associations, or achievements. Some badges are assigned by the Administrator based on status; others can be chosen by users for personalization. Badges are displayed in the profile banners.

Special badges can be assigned to users to enable functionality

• Add the "Employee", "Contractor" or "Subcontractor" badge to a user so that their Timesheet tab is enabled. Removing the badge has no reverse effect.
• Add the "Account Management" badge to a user to give them access to all accounts as a Manager. Managers can configure most aspects of an Account. Users can search these accounts. Remove the "Account Management" badge to lower the user's access in all accounts to Member. When additional accounts are created, users with this badge will receive access.
• Add the "Account Admin" badge to a user to give them access to all accounts as a Champion. Champions can invite other users to Accounts. Users can search these accounts. Remove the "Account Admin" badge to lower the user's access in all accounts to Member. When additional accounts are created, users with this badge will receive access.
• Add the "Project Admin" badge to give the user access to all account projects as a Champion. Users can search these projects. Remove this badge to lower the user's access in all account projects to Member. When additional account projects are created, users with this badge will receive access.
• Add the "Timesheet Admin" badge so the user can view all timesheets and edit all timesheets. Remove the badge to disable this feature.
• Add the "Financial Management" badge so the user can view the project rollup of budget and captured amount, as well as the project rate information. Remove the badge to disable this feature.
• Add the "Roles and Rates Admin" badge so that the user can configure roles and rates on all accounts and projects they have access to. Remove the badge to disable this feature.

At this point you can navigate the website and begin adding content and information.

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