Administrative Tasks

Understand user management, creating sections and menus for the website, set SEO data, configurations and more.

Managing Users and Roles

Users having administrative level permissions can create and manage users. After creating a user, an administrator can add roles or permissions to each user.

Note

Users can log in using their social account or with the account that was created. All users might not have the same permission.

Adding a New Member

Perform the following steps to create a new user:

  1. Open Admin > Users and Roles from the main menu.
  2. Provide information at the fields under the Members tab: NAME, EMAIL, USERNAME, and PASSWORD.
  3. Optionally, enter the COMMUNICATION EMAIL ID, which can be used to receive story publish notifications.
  4. Click Add Member.

Viewing the Roles of a User

To view a user and the assigned roles, perform the following steps :

  1. From the main menu, click Admin > Users and Roles and open Members tab.
  2. In the search field, enter the user’s name. Result: A list of existing roles and the user’s profile is displayed.

Adding or Deleting Roles to a User

To add or delete role to a user, perform the following steps:

  1. Under the Members tab, in the search field, enter the user’s name.
  2. Perform the following steps to update the roles of a user:
  • To add a role, select from the Add Role to Member drop-down, and click Add Role to Member.
  • To delete a role, select the roles from Delete Roles From Member, and click Delete Member Roles.

Updating User Profile

Users having appropriate roles and permissions can update other user’s profiles.

To update a user profile, perform the following steps:

  1. Under the Members tab, edit the following fields: Name, Twitter Handle, Communication Email, and Bio.
  2. Click Save.

Also Read

Managing My Profile

Understanding User Permissions

To be able to perform certain activities in the interface, the administrator has to add the permissions or roles to each user. For example, you cannot approve a story or delete a comment from comments manager without the right permissions.

To view the list of permissions, view the following file:

Permission Name
access-all-content View notifications from everyone
access-analytics Access analytics
access-comment-manager Ability to access comment manager
access-entity-manager Access entity manager option
access-tag-manager Access tag manager
admin Access Admin Dashboard
breaking-news-save Save and publish breaking news
collection-create Create collections
collection-edit Edit collections
collection-read View only access for collections
comment-delete Delete comment
comment-restore Restore comment
entity-delete Delete entities
entity-save Create and save entities
set-assignments Assign someone else as an author
share-filter Share a filter created on workspace
story-approve Approve a story
story-close Close a live blog
story-delete Delete story from workspace
story-public-preview Access a public preview URL for a story
story-publish Publish a story
story-reject Reject a story
story-retract Retract a story
story-save Access the editor and save a story
story-schedule Schedule a story
story-schedule-cancel Cancel a scheduled publish
story-schedule-modify Modify a schedule publish
story-social-media-check Show social share message on a story
story-sort Sort a story
story-submit Submit a story
tag-create Create a tag
tag-delete Delete a tag
tag-edit Edit a tag

Adding Story Attributes

Story attributes enable you to group stories by the attribute value, to be presented on the website.

To create an attribute, perform the following steps:

1. From the main menu navigate to Admin > Settings, and open the Attributes tab.

2. Click the Add Attribute button located at the lower end of the page.

3. To add the attribute at the story or card level, select the appropriate value under Type.

4. Enter the attribute name in Name.

5. If Type is Entity, then enter the following:

a) Select the Level of entity selection as Single or Multi.

b) Select Person, Organisation, and so on as Values.

c) Click Save Attribute.

5. Or if Type is Multi Valued Strings, enter the possible values under Values.

Note

In a story, you can select the attribute and the required value from the Story Attributes tab in the story editor.

You can post the published stories at the publisher’s Facebook and Twitter accounts. The post can either be at the time of story publish, or at a scheduled time. To do so, the social accounts should be added.

To add the page and account details enter the following:

1. Go to Admin > Settings from the main menu, , and open the Social tab.

2. Add the social media pages URLs enter the following details:

  • Facebook: Enter the publisher’s Facebook page URL.
  • Twitter: Enter the publisher’s Twitter account URL.
  • Google+: Enter the publisher’s Google+ account URL.
  • Instagram: Enter the publisher’s Instagram account URL.

3. Click Save.

4. To add an administrator account ID, perform the following steps:

a) Click Add Twitter account button to add your Twitter account.

b) Click Add Facebook account button to add your Facebook account.

Creating and Editing Sections

Creating a Section

Sections provide the means to build the architecture of information in your website. When you create a section, a collection is automatically created. You can populate the collection and chose to display it as a menu item.

To create a section, perform the following steps:

1. Go to Admin > Settings from the main menu, and open Sections tab.

2. Click Add Sections. Result: The CREATE SECTION dialog box appears.

3. Enter the following information:

  • Name: The name of the section.
  • Display name: The name that appears on the website.
  • Select Parent Section: The parent section name, if a nested section is required.

4. Click Save. Result: A collection and a slug is created with the same name.

You can deactivate a saved section by clicking on the cancel icon against the section name.

Editing a Section

To edit a section property and manually add stories in it, perform the following steps:

1. Go to Pages, and open the required section.

2. At the Contents tab, make the required changes such as adding tags, sections, story type, and sort by.

3. At the Sorters tab, add stories to appear in that section in a specified order. To do this, perform the following steps:

a) Select the required story, or enter the story title in SEARCH.

b) Click the star icon on the right side of each story name to add stories to the SORTED ITEMS column.

c) Rearrange the sequence by dragging the stories under the SORTED ITEMS column.

4. Optionally, you can select the metadata from under the Metadata tab.

Note

The list of stories that appear in the section is based on the conditions under Contents tab. The default is a list of last published stories.

Creating and Configuring Stacks

You can create a stack such as FAQs, Editor’s pick, Most Viewed, and so on. A stack can also be used to display the top stories of each section separately. Stacks provide the flexibility to position a group of stories within the website.

Creating a Stack

To create a stack, perform the following steps:

1. Go to Admin > Settings from the main menu, , and open Stacks.

2. Click Add Stacks. Result: The CREATE STACK dialog box appears.

3. Enter the following information:

  • Name: The name of the stack.
  • Color: The color of the title bar in hexadecimal number.
  • Max Stories: The total count of stories in the stack.

4. To select where the stack should appear, perform one of the following steps:

  • To display the stack on all stories, select Show on all pages.
  • To display the stack on some sections, clear Show on all pages, and select the section names from Show only on pages.

5. Click Save Stack.

Configuring a Stack

To add stories to a stack, perform the following steps:

1. Go to Sorters, and open the required stack.

2. Select the section name from the drop-down list on top.

Note

Each section from the drop-down displays those published stories that belongs to the section.

3. Search the story by its title on the Filter Headlines.

4. From the story list under ALL STORIES column, select the story by clicking on the star icon. Result: The story moves to the SORTED ITEMS column.

Note

For top stories, if no stories are selected, the last published section stories are displayed in that sections top stories, by default.

5. Optionally, you can view the story or view the story live on the website. To do this, use the two icons that appears on right side of the story name, under ALL STORIES.

6. To change the sequence of the stories, drag and drop the story name under SORTED ITEMS.

7. To remove a story from the stack, click on the star icon against the story name under SORTED ITEMS.

8. Save the new sequence by clicking Publish Sort Order.

9. To add stories for another section, or change the sequence in another section, perform steps 2 to 8.

Configuring the Menu

You can create a menu for a user-friendly navigation across the website.

To create menu items, perform the following steps:

1. Go to Admin > Settings, and open Menu tab.

2. Click Add Menu Item. Result: The ADD ITEM dialog box appears

3. Enter the following information :

  • Name: The name to be displayed on the website.
  • Color: The color of the font in hexadecimal number.
  • Select Parent Menu Item: The parent menu item name, if a nested menu item is required.
  • Item Type: Determines if the new menu item is linked to a section, a tag, or a URL.
  • Section: Creates a link to the selected collection section. Select the required section from Select Section.
  • Tag: Creates a link to the existing tag. Select the required tag from Select Tag.
  • URL: Creates a link to the specified URL. Enter the URL.

4. Click Save Item.

Managing Entities

Entities enable you to present content and their related information together. An entity can be either a individual, a place, or an institution. For example, you can create an entity called Rafael Nadal, of the type individual. Having the entity enables different kind of information about that entity to be presented together in the website. For example, information such as Rafael Nadal’s rank, his tennis history, news about the sportsman, his personal information, photo gallery, and so on can be grouped and presented together at the website.

Entity manager enables you to create, edit and delete entities. To perform these tasks you need entity-save and entity-delete permissions.

Creating an Entity

To create an entity, perform the following steps:

1. Open Entities from the main menu. Result: Entities Manager page opens.

2. Click Add Entity.

3. Select an entity type from Type. The common values are person, organization, Company-city.

  • If you selected Type as Person, enter the Name. Optionally, you can enter the person’s email ID, Twitter handle and profile photo.
  • If you selected Type as Organization, enter the Name. Optionally, you can enter the Year of Incorporation, add a photo and search the City.
  • If you selected Type as Company-city, enter the City.

4. Click Save.

Editing or deleting an Entity

The Entities Manager displays the entity name, the type, the date on which the entity was created, and a button under Action column. The button enables you to edit the fields or delete an entity. You can search for entities using the Search Entities field.

To edit or delete an entity, perform the following steps:

  1. Open Entities from the main menu.
  2. In Search Entities, enter the entity name.
  3. Click the edit button under Action column.
  4. If you want to delete the entity, click Delete.
  5. Update the fields and click Save.

RSS Feeds

If you want to create notifications when there are changes in a collection, you can do so by creating RSS feed for the collection. In other words, if you want to send automatic notifications about trending content, you can add them to a collection and create newsletters by using RSS feeds.

You can generate RSS feed by performing the following steps:

  1. Open the required collection from either Pages, or Planner > Story Collections, and go to the Content tab.
  2. Click on Copy RSS feed URL.
  3. Go to your MailChimp account to add the RSS feed URL.

QUICK TIP

Enabling Story Templates, Features, Story Elements, and Others

If not enabled by default, you have to enable a few product features, story templates, and story elements at the General and the Templates tabs for them to be visible in the interface.

General Tab

You can use the General tab to enable product features, different types of story templates, and story elements.

The General tab provides the following options:

  • Story Templates provides the following templates: Breaking News, Interview, Live Blog, News Elsewhere, Photo Story, Push Notification, Recipe, Review, Story Listicle, and Video Story.
  • Features provides the following options: Alternative Headline And Image, Card Level Share, Claim Review, Claim Review to every story, Email from Quintype Analytics, Email on Story Publish, Enable Sub Menu, Enable Sub Section, Entities, Planner, Story error messages, Tag Manager, Top Story Sorter, and View Counterview.
  • Story Elements provides the following elements: Also Read, Answer, Ask Me Anything (Dilmot), Attachment Element, Bigfact, Blockquote, Blurb, Image, Image Gallery, JS Embed, Location, Polltype, Q & A, Question, Quote, References, Social Media, Summary, Table, Text, Video (Bitgravity), Video (JwPlayer), and Video (Vidible).

Templates Tab

You can use this tab to enable elements to appear in a story, set the elements mandatory, and also set character limits for some elements.

The Templates tab provides the following elements: Title, Subtitle, Hero Image, Hero Image Caption, Hero Image Attribution, Hero Image Focus Point, Social Share Message, Author, Storyline, Tags, Sections, Sponsored Content, Custom Url, Canonical Url, Instant Articles Video Fields, Meta Title, Meta Description, and Meta Keywords.

Managing Newsletters

You can create newsletters to share the published stories by adding them in an collection, create a newsletter

Perform the following steps to configure newsletters:

  1. To open, add “newsletters” to the editor URL. for example, publishername.quintype.com/newsletters. Result: Newsletter page opens.
  2. Select the template from Newsletter template.
  3. Select the stories to be added to the newsletter from Select story drop-down.
  4. Click Preview. Result: The newsletter preview and the HTML code is displayed.
  5. Copy the HTML code and add it to the MailChimp account.

Managing SEO Metadata

You can use SEO Metadata for Search Engine Optimization at the section level. This ensures the search engines crawl through the section pages so that it is displayed in the search results.

To enter section-level metadata, perform the following steps:

  1. From the main menu, go to Admin > SEO Metadata.
  2. Select the section from the drop-down for which you want to enter metadata. Possible values are Home and all section names.
  3. Enter the Page title, Meta title, Description, and Keywords.
  • Page title: The title of the section page.
  • Meta title: The title of the section that appears on the search engine results page. The title is used by search engine to crawl.
  • Description: The text that appears below the meta title of the section on search engine results page.
  • Keywords: The keywords that describe the section and is used by search engine to crawl.

Sitemap

Sitemap is an XML file that contains the URLs of all the pages in a website. Search engines use the sitemap to crawl through each webpage. On the other hand, if yo do not want search engines to discover a webpage, the URL of that webpage should be removed from sitemap.

To add new URLs to sitemap, perform the following steps:

  1. From the main menu, go to Admin > Settings.
  2. Open Settings tab.
  3. Enter the URLs at Additional URLs for sitemap.

You can use Settings tab to store information such as links to copyright notice, privacy policy, terms and conditions and so on.

To add copyright notice, privacy policy, terms and conditions and so on, perform the following steps:

1. From the main menu, go to Admin > Settings.

2. Open Settings tab.

3. Enter the following information:

  • Title: The page title also the meta title, which is used search engine to help it index the page.
  • Description: The meta description which summarizes the page content.
  • Copyright: The copyright information of the website.
  • Android notification style: Set if the notifications to Android app be sent to groups (Roll-up) or to Individual.
  • Instant Articles: Allows you to position advertisements in a story.
  • Additional URLs for sitemap: It is the list of pages in a website that is accessible to crawlers.

4. Click Save to reflect the settings in the website.

Note

When stories are published, they are automatically added to the sitemap.

QUICK TIP

Facebook Instant Article

What is Facebook Instant Article

Comment Manager Description and Functions

Comments Manager displays the list of comments created by the readers at the website, the story title in which the comment is made, along with the name of the reader who had commented. Comments Manager enables you to delete comment and restore a deleted comment.

The Search bar enables you to filter comment by the story title.

The Active and Deleted Tab contains the count of comments along with the tab name. Both the tabs display the comment title, the story title, who commented, date the comment was made, and an icon to delete (in the Active tab) or restore (in the Deleted Tab) the comments.

Deleting or Restoring Comments

Deleting a comment removes the comment from the website. You can restore a deleted comment if you want it to reappear on the website.

To delete comments or restore deleted comments, perform the following steps:

  1. To delete one or more comments, open the Active tab. To restore a deleted comment, open the Deleted tab.
  2. Select the comment that is to be deleted or restored. You can select multiple by selecting the check-boxes.
  3. Perform one of the following steps:
  • Click the delete or restore icon under Action column.
  • Click the blue Delete or Restore button that appears at the lower end of the page.

Tag Manager Description and Functions

You can view the list of tags created by you or other users from Tag Manager. You can view the count of stories that a tag has been used in.

Tag Manager is not visible if Tag Manager is toggled off at Admin > Configure > Features.

The Tag Manager enables you to search tags by name and displays the list of tags. The Tags page list the tags, sorted by the created date, and their details in the following column heads:

  • Tag Name: Displays the list of tag names.
  • Tag Metadata: Displays the description of a tag.
  • Count: Displays the number of stories using the tag.
  • Created On: Displays the date on which the tag was edited last.
  • Created By: Displays the name of the tag creator.
  • Actions: Enables you to update the description of a tag.

Searching a Tag

To search a tag name, perform the following steps:

  1. You can search for a tag by entering the tag name at the Search For Tags field. Result: The list of tags having the search string in the tag name is displayed.

If no tags match the search string, an error message states that there are no tags found, and prompts you to add a tag having the search string as name.

Adding a New Tag

You can create a new tag by entering the tag name. You should have the tag-create permission to be able to create a new tag.

  1. Enter a new tag name in the Search For Tags field. Result: An error message is displayed that prompts to create the new tag.
  2. Click on the new tag name, which is a hyperlink.
  3. Optionally, enter the tag description.
  4. Click Add tag.
  5. Optionally, to cancel creating the tag, click the cross on the upper right corner.

You can also create a tag by typing the tag name at the story editor’s Metadata tab. Enter the tag name at the Tags drop-down list.

Note: If Tags drop-down is not visible, it might have been turned off. To show Tags at the Metadata tab, enable it at Admin > Configure > Templates.

Editing Miscellaneous Admin Settings

This topic provides information about how to add HTML snippets, set up email templates using MailChimp, add AddThis API key and the favicon.

Adding HTML Snippets

You can add HTML snippets such as Google Analytics. To add the code, perform the following steps:

  1. From the main menu go to Admin > Settings and open HTML-Snippets tab.
  2. Click Add Snippet.
  3. Enter the name, location and content.
  4. Select the pages, global, home, story, instant-articles, in which the output should appear.
  5. Click Save Snippet.

If you want to disable any saved snippet, perform the following steps:

  1. Select the disable icon on the right of the snippet name.
  2. Click Save Changes.

Setting up Email Templates

You can use MailChimp account with Mandrill add-on to create email templates and configure them to communicate with customers or readers.

Prerequisite: To add email templates you must have set up the MailChimp account.

Once MailChimp is set up, perform the following steps:

1. From the main menu go to Admin > Setting, and open Other tab.

2. Enter the following details the the MailChimp account had provided:

  • Mandrill Api Key: Enter the Mandrill key provided by MailChimp.
  • Add the template names that are provided by MailChimp in the following fields: Welcome Email Template name, Invite Users Template name, Forgot Password Template name, Contact Publisher Template name, and Story Published Notification Template name.
  • Publisher Email Address: Enter your publisher’s email ID.
  • AddThis Api Key: Enter the AddThis key .

3. Click Save.

Adding AddThis API key

To add AddThis API key, perform the following steps:

  1. From the main menu go to Admin > Setting, open Others tab.
  2. Scroll to the bottom and enter the key in AddThis Api Key.
  3. Click Save.

Adding a Favicon

When you add a favicon, the image (16 by 16 pixel ) appears as the website’s icon on the browser. To do this, perform the following steps:

  1. From the main menu go to Admin > Setting, open the Favicon tab.
  2. Click Change Favicon, select the icon file, and click Open.
  3. Click Submit.