7
YOUR UKNIGHT SITE HOW TO SET UP It takes only a few steps to set up a UKNIGHT site. However, the process requires access to membership and other information maintained by your council’s Financial Secretary. For that reason, initial setup should be performed by the Financial Secretary. Once the following steps have been completed, the FS can assign log-in access for ongoing content management responsibilities. The member list is essential to many UKNIGHT functions. So the first step in setting up your site is to extract and save your council’s membership list for upload to the UKNIGHT server. To do this: Go to www.KofC.org and click OFFICERS ONLINE. Within the EXTRACT function, select the following *additional* fields (required): Residence Phone Cell Phone Primary Email First Degree Date 3rd Degree Date 4th Degree Date Birth Date Prefix Suffix Save the list to your hard drive as a “comma-separated value” (CSV) file. CLICK HERE for a step-by-step video of this OFFICERS ONLINE EXTRACT function, or go to: http://KofCKnights.org/HowToVideo.asp?V=FSEML in your browser. STEP 1 Extract Member List U Knight Putting the power of the Web to work for Knights of Columbus Enter http://KofCKnights.org?CNO= in your web browser’s address window, followed by your council number. For example, if your council number were 1234, you would key in: This will take you to the UKNIGHT home page. STEP 2 Upload Council Members List Click the COUNCIL MEMBERS LIST link.

HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

  • Upload
    others

  • View
    13

  • Download
    0

Embed Size (px)

Citation preview

Page 1: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

YOUR UKNIGHT SITE HOW TO SET UP

It takes only a few steps to set up a UKNIGHT site. However, the process requires access to membership and other information maintained by your council’s Financial Secretary.

For that reason, initial setup should be performed by the Financial Secretary. Once the following steps have been completed, the FS can assign log-in access for ongoing content management responsibilities.

The member list is essential to many UKNIGHT functions. So the first step in setting up your site is to extract and save your council’s membership list for upload to the UKNIGHT server. To do this:

Go to www.KofC.org and click OFFICERS ONLINE.

Within the EXTRACT function, select the following *additional* fields (required): □ Residence Phone □ Cell Phone □ Primary Email □ First Degree Date □ 3rd Degree Date □ 4th Degree Date □ Birth Date □ Prefix □ Suffix

Save the list to your hard drive as a “comma-separated value” (CSV) file. CLICK HERE for a step-by-step video of this OFFICERS ONLINE EXTRACT function, or go to: http://KofCKnights.org/HowToVideo.asp?V=FSEML in your browser.

STEP 1

Extract Member List

U Knight Putting the power of the Web to work for Knights of Columbus

Enter http://KofCKnights.org?CNO= in your web browser’s address window, followed by your council number. For example, if your council number were 1234, you would key in:

This will take you to the UKNIGHT home page.

STEP 2

Upload Council

Members List

Click the COUNCIL MEMBERS LIST link.

Page 2: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

HOW TO SET UP YOUR UKNIGHT SITE STEP 2

Upload Council

Members List

(cont’d)

This will open the window shown here.

U Knight Putting the power of the Web to work for Knights of Columbus

The COUNCIL MEMBERS LIST Log In window will pop up. Enter your member number and click the Submit button

The COUNCIL MEMBERS LIST will appear. Click the UPLOAD CURRENT LIST button.

Once you have selected the CSV file, click the UPLOAD bar to send the file to the UKNIGHT server. The upload process could take several minutes, so please be patient.

When the upload is completed, a page will appear showing how many members have been loaded into the system. To finish, click the BACK TO THE COUNCIL’S MEMBERS LIST button at the bottom of the page. This will return you to the COUNCIL MEMBERS LIST page. Then, click the CLOSE THIS WINDOW link

Click the BROWSE button to find the CSV file you saved on your hard drive in the previous step.

Page 3: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

HOW TO SET UP YOUR UKNIGHT SITE STEP 3

Log In to Admin Center

U Knight Putting the power of the Web to work for Knights of Columbus

You will return to the UKNIGHT home page.

Click the ADMIN link at the bottom of the page.

Log in to the Admin Center using your KofC membership number as your USER ID and your coun-cil number as your PASSWORD.

Page 4: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

U Knight Putting the power of the Web to work for Knights of Columbus

The Financial Secretary must upload updated member information. For the UKNIGHT system to recognize you as your council’s Financial Secretary, you must enter your name in the Council Officers List. To do that: In the UPDATE THE FOLLOWING menu, click COUNCIL OFFICERS LIST.

STEP 4

Update Council

Officers

HOW TO SET UP YOUR UKNIGHT SITE

This will pop up the UPDATE COUNCIL OFFICERS page. In the ADD THIS OFFICER TO THE LIST box, enter “6” in the position field.

From the OFFICER’S TITLE dropdown menu, select “Financial Secretary.”

From the THIS MEMBER OFFICER dropdown, select your name (uploaded with the council member list in the previous step).

Click ADD THIS OFFICER. (You can upload your photo at a later date.)

Page 5: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

U Knight Putting the power of the Web to work for Knights of Columbus

One of the biggest benefits of the UKNIGHT system is the connections it creates among mem-bers and between councils, through such features as Degree Schedules, Knight Jobs, and Network Your Business. It also enables prospective members to find their nearest council through the interactive Search and Directory functions. To make sure your council can take full advantage of these features, your next step is to update your council’s information on the ABOUT US page. Here’s how:

STEP 5

Update Council

Information

HOW TO SET UP YOUR UKNIGHT SITE

On the Council Admin Center page, under UPDATE THE FOLLOWING, click ABOUT US.

On the ABOUT US page, click the UPDATE NAME, ADDRESS, PHOTO, URL button.

This will open a pop-up window containing fields for your council information (following page).

Page 6: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

U Knight Putting the power of the Web to work for Knights of Columbus

STEP 5

Update Council

Information

(cont’d)

HOW TO SET UP YOUR UKNIGHT SITE Select your COUNCIL STATE from the dropdown menu. Enter your COUNCIL POSTAL/ZIP CODE. Select COUNCIL COUNTRY from the dropdown menu. Click UPDATE. These are the minimum requirements to ensure that your site is fully visible to other councils on the UKNIGHT system. You may enter other information later, at your convenience.

SPECIAL NOTE: If you have previously registered a domain for your council and have already pointed it to your new UKNIGHT website, you must enter your domain name in the WEBSITE URL field before clicking the UPDATE button.

Page 7: HOW TO SET UP YOUR UKNIGHT SITEuknight.org/How To Setup v2.pdf · 2011. 7. 31. · HOW TO SET UP YOUR UKNIGHT SITE STEP 2 Upload Council Members List (cont’d) This will open the

U Knight Putting the power of the Web to work for Knights of Columbus

STEP 6

Authorize Access

HOW TO SET UP YOUR UKNIGHT SITE The final step in the setup process is to establish additional Admin Center log-ins for others in your council who will have responsibility for updating your UKNIGHT site. To accomplish this:

Click the UPDATE LOG-INS link just to the right of the council admin center heading. This will pop up the UPDATE COUNCIL ADMIN ACCESS LIST window. You’ll see the ADD THIS LOG IN TO THE COUNCIL ADMIN ACCESS LIST box. For each Knight who will have Admin Center access:

Enter their KofC member number in the MEMBER NUMBER field. Enter your council number in the CREATE PASSWORD field. Click the ADD THIS LOG IN button. When finished adding log-ins:

Click the ADMIN LOG-OUT link in the top right corner of the Admin Center page. This will take you back to your council’s home page.

YOU’RE DONE!

Congratulations! You’ve completed the initial setup for your Knights of Columbus council’s UKNIGHT site.