ESC Resource Center Guide
Table of Contents
Dashboard
Catalog Page
Admin User Interface
ESC Admin User Interface
Catalog Page Link
Dashboard/Navigation
The ESC Resource center Dashboard allows opportunity for quick navigation to update your personalized page, add or modify products, view/edit users, download template, and create reports. The ESC Resource Center website allows you to navigate to all desired sections at any page. Below are the different ways you can access each page.
Catalog & Products
The catalog page lists the products that your service center has to offer. This page is customizable to give the look and feel of your service center.
Admin User Interface
At the top of the Catalog Page is a menu bar that allows ESCs to obtain the link to share with clients, design and update page, and to add or modify products’. This is the main product page menu.
The following menu is the main navigation for district level product adminto edit their page. This is for display purposes only and not functional at the ESC level.
Below is a listing of the products you offer.
Catalog Page Link
To share the products that your service center has to offer, click on the “View Page Url” link.
The custom catalog page URL is designed to market the products you offer. Use this link to promote your products.
Design Catalog Page
To design/update your catalog page click on the “Design Catalog Page” link. Changes made will be displayed on your product page and the client’s page.
The default design of the catalog page is your ESCs logo and color scheme. To change/update your header/logo, click on the “Browse for New Image” link and upload the desired image.
Note: Image must be saved as a JPEG and at least 1028 pixels wide.
To change the background of your catalog page click on the color block and select the desired color. If you know the RGB, HSB, or Hex number for the color you desire you can also enter it here.
Enter in your updated title and description in the Page Content section.
Preview your changes by clicking the “Preview Catalog Page” button.
Once you have made all necessary changes, click the “Submit” button at the bottom of the page. Once all changes have been saved, you will be navigated back to the main dashboard with a notification that your settings have been saved.
Add or Modify Products
Click the “Add or Modify Products” button to make changes to your product page.
The modification page allows the ESC to modify what products are offered on their page.
The check boxes located next to each product allows the ESC admin to identify which products’ they would like to offer to clients.
Edit each product by updating pricing, term, license, and how to purchase a product.
Your Price: Enter in the price that you would like to charge for each product. The price identified will not show up on the user page, it is internal use only.
Term: Select the term based on how long you would like the user to have access to the product once purchased.
# of Seats/License: Select number of seats of how many user/licenses that you are wanting to give out.
Category: Select the category that best fits your ESC; For Purchase, Promotion Only, or Fee. This category generates the button at the bottom right hand corner of your product page.
Set Purchase Product/ Learn More Link as: The options in the drop down menu offers the action taken after the user click the category button.
Once you have made all the updates/changes select the “Submit” button to save changes. Once all changes have been saved, you will be navigated back to the main dashboard with a notification that your settings have been saved.
Users
View/ Edit Users
Can view all Users who have access to products that you offer. To edit a user, click the “Edit” link.
Once in the Edit User page you can update the Users information
Update Product access.
Product: Can add or remove the user from a specific product.
Price Paid: List the amount the user paid for product. This is for internal use only.
# of Seats: If the user requests for additional license, use this field to update the number of license requested.
Term: Shows how long of a term the user has. Can extend their product license by modifying the term
Start Date: Shows the date the user bought the product license
End Date: Shows when the user’s term ends. Can update the end date if admin would like to extend their term.
Product Admin: Identify them as an admin to a specific product
Once all changes have been made for the user click the “Update User” button at the bottom of the page. You also have the availability to delete a user by clicking the “Delete” button.
Add Users
Click on view “View/Edit Users” from the Users dropdown menu at the top of the page.
When adding a user you can choose to add them individually or in bulk by uploading a CSV file.
Add Individual User
Enter in User Information
Select the products that they bought and select term, start, and end date, and if you would like them to be an admin.
After all information has been completed click the“Submit” button at the bottom of the page.
Bulk Upload
The bulk upload feature is only availablewhen a product admin has been assigned to a product. Download the CSV file that is required to use in order to upload users in bulk and enter in all required fields.
Then in the Bulk Upload section use the “Choose File” button to upload the completed CSV file. Make sure that the “Add bulk users to existing product” is selected.
Select a District: Select the appropriate district.
Select District Administrator: Select the district administrator that has previously been granted access to the product.
Select Product: Select the Product that you wish the user to have access to. If you would like the user to have access to more than one product, go into View/Edit User once all users have been uploaded.
Once all users have been uploaded, they system will automatically e-mail the usera username and password. If you would like to view the users that were added go to the View/Edit User page.
Reports
To download reports for products that each district has access to, click the “Reports” button.
Select by district,start date, and end date and then click the “Display” button.
My Account
To access account information select the “My Account” link.
Verify that all your personal information is updated. You can also change your password.
The system has built in notifications to give you and the user a warning about user access that is about to expire. You can turn these notifications on or off.
The “Add a New Product Contact Link” section is to add additional actions to the Set Purchase Product/Learn More Links on the Add or Modify Products page (see page number _)
Link Type: Select either e-mail or website.
Label: Use the Label selection to identify the product link. This is for internal use only.
Email or website address: Enter in the desired e-mail address or web link.
Product: Select the product you would like the contact link assigned to. You can add multiple contact methods per product.
In the space above “Your current contact links are listed below” you can add or remove links by clicking on the check boxes.
Once all changes have been made, click the “Save Settings” button.
For additional support contact Jennifer Irrobali at or at 512-919-5458 or Valerie Phipps at or at 512-919-5431.