UMBA - Upload & Manage Business Assets   Building a community around YOUR products and services

 

Administrators User Guide

 

 

 

What is UMBA?

 

UMBA was designed and developed over four years, with IT Industry insight spanning five years.  Working with top brands like EMI, SONY, FOX International, and others. 

 

Developers doing noting more that writing code, that makes the rich richer and they themselves content with pleasing self.  The tide has now turned.  UMBA has come to the rescue, giving struggling individuals and businesses control over their own social networking environments.  Enabling them to compete with other social networking website applications like that of Twitter, Facebook, Myspace, Beeboo and others, to develop thriving online communities that is more receptive to their brand, products and services, while doing what they always do, “sharing”.  UMBA actively encourages you to continue using its competitor’s platform, as UMBA uses existing tools like:

 

• Google Search Engine Optimisation (SEO)

 

UMBA SEO techniques have seen umba reached the top of major search engines.  Tracking, optimising and maintaining steady growth.

 

• ShareThis

 

To give you deep integration on competitor’s platforms, which in turn builds your own social networking community on your installation of UMBA.

 

UMBA has redefined the old business model which saw the rich getting richer from unsuspecting users profiles, photos and videos they share with friends.  Puling in massive revenue through advertising, business acquisitions and media hype.

 

Umba has set-up a flat structure whereby ordinary users will be enlighten to these facts and given a fair share of profits from a range of packages designed to reward all users, without a glass sealing to potential earnings.  As a product UMBA has a range of features that can be adapted to suits almost any business scenario, from content management to events managements and viral marketing methods used by the IT Industry leading companies.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contents

 

  I.      Welcome

II.      Rules

III.      Administrator users guide

 

1. Keys to icons on UMBA
2. Accounts (AC)
1. Creating an account (AC)
2. Adding folders to an AC
3. Deleting an AC
4. Adding a branded logo/banner graphic to your AC landing page
5. Adding a URL to a logo/banner
6. Removing a logo/banner from an AC
7. Replacing a logo/banner from an AC
8. Searching for an AC
9. Adding users to an AC
10. Alternative ways of notifying user of AC creation
11. Edit user details within an AC
12. Delete user from an AC
3. Folders

a.    Creating folders

b.    Deleting folders

c.    Setting folder viewing permission for users

                                                                   i. Allowing a user viewing permission on a folder

d.    Adding a description / notes to folders

e.    Uploading files to folders

f.      Viewing all files within folders

g.    Downloading files from folders

h.    Viewing a file

i.      Request user approval of a file within a folder

j.       Deleting a file from a folder

4. Retrieving a deleted file from the bin within an AC
5. Permanently deleting a file from the bin within an AC
6. Assigning main user (top hat) status in an AC
7. Adding an administrator
8. Using system tools
9. User account login
10. User restrictions and actions
11. Email templates
12. Setting Cloud access

a.    Adding a comment via the cloud

b.    Viewing folders via the cloud

13. UMBA Interactive Community

b.    Embedding a Video

a.    Chatting on UMBA Interactive

14. Peel effect advertising / branding

 

 

 

 

l. Welcome

 

You are about the share in something (Software - UMBA) that was created by us, second to non, used in its old state, reserved for the powerful conglomerates such as The Carphone Warehouse, Alliance and Leicester, WDMP, XEROX, Homeserve, Real Digital and others to manage documents online, for over 3 years.  This software release represents an advanced version of its predecessors.  UMBA stands for Upload & Manage Business Assets.  Umba motto is UMBA with cloud technology, social networking (building communities around your products or services), the environment and you, the ordinary user in mind.  Cloud technology represents the means by which information is access and shared through UMBA.  Each cloud represents an installation of UMBA software on the Internet e.g. umba, umba1, umba2 etc.

 

ll. Rules

 

PLEASE TAKE TIME TO READ THIS BEFORE YOU ADMINISTER ANYTHING ON UMBA   Create your own accounts (AC) and do what ever you like within limits of the terms and conditions.   Please note that if you are using the demo, that you are not the only person testing the software.

 

A timed trial last 14 days, if it works for you, we have a selection of packages for you to choose from here http://www.strandenterprise.co.uk/umba/

 

lll. Administrator User Guide

 

Shows you how to use the system as an administrator

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Keys to icons on UMBA

 

These are the main keys to icons on UMBA.  It provides a quick reference to help you get started immediately.

 

 

2. Accounts (AC)

 

1. Creating an account (AC)

 

Step 1: Click on the menu on the top right (Appendix A Figure 1.0)

Step 2: Click on Add Client Account (AC) link (Appendix A Figure 1.0)

Step 3: Enter the AC name and click on the submit button (Appendix A Figure 1.1)

 

2. Adding folders to AC

 

Step 1: Click on the red folder icon with the plus sign then it turns green (Appendix A Figure 1.3)

Step 2: Click on the green folder icon with the plus sign then you are presented with the option to add the folder name and description (Appendix A Figure 1.4)

 

3. Deleting an AC

 

Step 1: Click on the delete button on the right of the account (Appendix A Figure 1.2)

 

4. Adding a branded logo/banner graphic to your account landing page

 

Uses will see your logo/banner when they login like that shown in Appendix A Figure 3.7

 

Step 1: Click on the logo icon on the top right (Appendix A Figure 1.5)

Step 2: Click on add logo icon (Appendix A Figure 1.6)

Step 3: Browse to find the logo/banner then hit upload (Appendix A Figure 1.7)

Step 4: To view what you just uploaded repeat step 1

 

5. Adding a URL to a logo/banner

 

When adding a logo you will need to enter a URL which you will like your banner to link to see step two above.

 

6. Removing a logo/banner from an AC

 

Step 1: Click on the logo icon on the top right (Appendix A Figure 1.5)

Step 2: Click on remove logo icon (Appendix A Figure 1.8)

Step 3: To view the changes repeat step 1

 

7. Replacing a logo/banner from an AC

 

Step 1: Click on the logo icon on the top right (Appendix A Figure 1.5)

Step 2: Click on replace logo icon (Appendix A Figure 1.9)

 

8. Searching for an AC

 

Step 1: Click on search link in the menu system top right (Appendix A Figure 1.0)

Step 2: Enter the name of the AC in the suggestive search field (Appendix A Figure 2.0)

Step 3: Press enter if you see what you are looking for in the suggestive section below the search field (Appendix A Figure 2.0).  Then click on the link that will take you to the AC.

 

9. Adding users to an AC

 

Step 1: Click on the add user icon inside your AC on the left hand side (Appendix A Figure 2.1)

Step 2: Enter the user details, then press enter (Appendix A Figure 2.2)

Step 3: The user will be sent an email (Appendix A Figure 2.3), automatically informing them of the account creation with the password, username and email tracking link (http://www.strandenterprise.co.uk/umba1/admin/index.php?id=b52851e3eb8d75f55c885273412b5a32) to login that AC you created.  You should remember to set the user permission (see section 3.c) so that files you want them to see will become viewable to that user.

 

10. Alternative ways of notifying user of AC creation

 

Step 1: Click on the user’s name within the AC on the right (Appendix A Figure 2.4)

Step 2: Click on send.

 

11. Edit user details within an AC

 

Step 1: Click on the user name on the right (Appendix A Figure 2.4)

Step 2: Click on edit icon, make the changes and submit the form (Appendix A Figure 2.5).

 

12. Delete user from an AC

 

Step 1: Click on the user name on the right (Appendix A Figure 2.4)

Step 2: Click on delete icon (See keys), a confirmation screen will appear, click yes.

 

3. Folders

 

1. Creating folders

 

Step 1: Click on the red folder icon (Appendix A Figure 1.3) with the plus sign then it turns green.

Step 2: Click on the green folder icon with the plus sign then you are presented with the option to add the folder name and description (Appendix A Figure 1.4)

 

2. Deleting folders

 

Step 1: Click on the delete icon within the AC next to the folder (Appendix A Figure 2.6)

Step 2: Click to confirm if you are sure you want to remove the folder

 

c.      Setting folder viewing permission for users

 

Step 1: Click on permission icon (Appendix A Figure 2.7)  on the same line of the folder you wish to set permission for.

Step 2: A popup will appear (Appendix A Figure 2.8) with all the users in the AC and a live view of who is seeing what folder when they login to the system via the client login section.  The administrator can change the folder name that the permission is being set for at any time form within that popup, by using the dropdown list of folders within that AC provided.

 

                                                              i.      Allowing a user viewing permission on a folder

 

Step 1: Toggle the current status between Access denied and Access allowed (Appendix A Figure 2.8 and Figure 2.9).

Step 2: To view the changes seethe section Folder Users Is Now Seeing (Appendix A Figure 2.8 and 2.9) and adjust if needed.

     

4. Adding a description / notes to folders

 

Step 1: When folders are created as above (section 3.c) a description or notes can be added. Also user can add notes to this folder for you to read after they have seen the files you sent.

 

5. Uploading files to folders

 

Step 1: Click on the upload icon (Appendix A Figure 3.0) that is on the same line as the folder you created or anywhere else in the AC that the upload icon appears to upload files incrementally or multiple files to that folder.

Step 2: After upload a screen will appear prompting you, if required to send email notification to selected users within that AC to which the files you uploaded require attention. (Appendix A Figure 3.1).  The proofing tool may also be used for quick response to proofing of files.

 

6. Viewing all files within folders

 

Step 1: Click on view files icon  (Appendix A Figure 3.2).

 

7. Downloading files from folders

 

Step 1: Click on the download icon (Appendix A Figure 3.2).

 

8. Viewing a file

 

Step 1: Click on the view icon (Appendix A Figure 3.2) with the magnifying glass on the top.  Please note depending on the type of file it will be displayed or loaded into an application on your local machine i.e. a word document will load in word.

 

9. Request user approval of a file within a folder

 

Step 1: Click on the checkbox labelled Proof (Appendix A Figure 3.2) of the file you want to request approval for.

Step 2: Click the YES button at the bottom of the files (Appendix A Figure 3.2).

Step 3: The status of the file changes to Awaiting approval like that shown in (Appendix A Figure 3.3). Click yes to request a user / administrator approval via email.

Step 4: Select the users of the account you wish to notify of the files that has been uploaded.  Click send email.

Step 5: Add any additional notes to be sent with the email message (Appendix A Figure 3.3).

 

10. Deleting a file from a folder

 

Step 1: Navigate to the file as shown in Appendix A Figure 3.2, then click on delete icon next to the file.

 

4. Retrieving a deleted file from the bin within an AC

 

Step 1: Click on bin icon (see keys)

Step 2: Locate the file in the list and click on the restore icon (Appendix A Figure 3.4)

 

5. Permanently deleting a file from the bin within an AC

 

Step 1: Click on bin icon

Step 2: Locate the file in the list and click on the delete icon (Appendix A Figure 3.4)

 

6. Assigning main user (top hat) status in an AC

 

When the first user is added to an account they are automatically given top hat status.  This means that as other users are added as shown in (Appendix A Figure 2.1) the notification email subject area shown below, uses the top hat user name in the subject of the email.

 

 

To make changes to a user status, toggle the icon.

 

7. Adding an administrator

 

Step 1: Click on the menu on the top right (Appendix A Figure 1.0) and select add administrator

Step 2: Complete the form in  (Appendix A Figure 3.6) and submit it.  The user will be informed via the email address you submitted in the form.

 

8. Using system tools

 

Tools limited on demo version.  System tools helps to provide general information about users and administrator via real time email tracking and using the existing system database to give you a holistic view of the system.

 

Users and administrator can be isolated for email communication via the system status notification tool. Using the email status notification tool, the open rate of emails sent to users and administrators on accounts created can be monitored.  Knowing that information has been transmitted means knowing that the recipient has opened and viewed it.  This is important, as information being transmitted can be time critical, requiring immediate action.

 

9. User account login

 

User login is different from admin login for clarity.

 

10. User restrictions and actions

 

Users are allowed to do the following:

·        Send email in reply to documents uploaded for approval,

·        Upload document response as part of email communication,

·        Add comment to folders

 

Users when logged in are not allowed to do the following:

·        Perform add, delete, edit or update accounts, users or files,

View the entire user list of all AC, users only see what they are permitted to see by the administrator of the account.

 

11. Email templates

 

All emails sent by the system are from one flexible template, which can be changed to meet your needs.

 

12. Setting Cloud access

 

As an account is added cloud access is automatically denied.  The following icon denotes cloud access is denied: .  To allow access, just click on the icon to remove the red stop sign.  This will then give limited access to the account via the cloud. Toggle to move between clouds access states (denied or granted access to the public).

 

1. Adding a comment via the cloud

 

Step 1: Click on the head icon .

Step 2: An overlay (Appendix A Figure 4.0) will then appear, click on the click here link.

Step 3: Just complete the form (Figure 4.1) to have your comment added.

 

Email notification will be sent to the user, where they can then choose to reply to your comment.

 

 

2. Viewing folders via the cloud

 

Step 1: Click on the head icon.

 

Access to folders is denied via the cloud access by default as stated above.  Access is only granted if a visitor requests it.  They are then sent user login details to that account and they automatically become part of the account.

 

13. UMBA Interactive Community

 

Where LIVE and pre-recorded videos from all over
the Internet are added by users, for live community discussion, while bringing your brand closer to users. Hey!! We want to make this a fun place (Appendix A Figure 3.9) (www.strandenterprise.co.uk/umba-chat/) where you can get live video support, chat and share video with friends, while you talk, have a laugh with them about it. We also want you to be able to:

 

·        Upload video footage you find on the Internet

·        Upload your Live video broadcast form Justin TV and other sources, then have them voted on, Watch video with friends online and have discussions about them live.

·        View and enjoy our rich mixed of services and competitions, Post content video to embed to us FREE

 

1. Embedding a Video

 

Video embeds are prevalent all over the Internet. Just copy the embed from, for example Youtube (Appendix A Figure 3.8) into the form like that shown in (Appendix A Figure 3.9).

 

2. Chatting on UMBA Interactive

 

Chat (Appendix A Figure 3.9) is open source, instance and self-explanatory.

 

14. Peel effect advertising / branding

 

Appendix A Figure 4.2 to 4.5, shows the effects of peel page advertising methods that is not too intrusive on visitors, but is highly effective.  Visitors are literally teased into activating the advert, which is strategically placed in high-ranking pages according to SEO and Google analytics search results.

 

 

 

   

 

 

 

Appendix A

 

 

 

Figure 1.0: Menu on the top right dropdown list.

 

 

Figure 1.1: Adding a client account (AC)

 

 

Figure 1.2: Deleting an AC

 

 

Figure 1.3: Adding a folder to an account

 

Figure 1.4: Adding a folder

 

 

Figure 1.4.1: Adding folder name and description

 

 

Figure 1.5: Adding a logo or banner with a link

 

 

Figure 1.6: Client branding

 

 

Figure 1.7: Uploading logo or banner

 

 

Figure 1.8: Removing a logo / banner

 

Figure 1.9: Replacing a logo

 

 

Figure 2.0: Predictive search for AC names

 

 

Figure 2.1: Adding users to the AC Xerox

 

 

Figure 2.2: Adding a user details to an AC

 

 

 

 

 

 

 

 

Figure 2.3: Automated message with tracking links sent when a user is added to an AC.

 

 

 

 

Figure 2.4: Editing or notifying a user of account creation.

 

 

Figure 2.5: Editing a user details.

 

 

 

Figure 2.6: Deleting a folder

 

 

Figure 2.7: Setting users permissions as to what folders they are allowed to see within an account.

 

 

Figure 2.8: Allowing a users folder permission

 

 

Figure 2.9: Disabling a users folder permission

 

 

Figure 3.0: Uploading files to folders

 

 

 

 

 

Figure 3.1: Selecting files to upload to folders

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 3.2: Downloading, deleting, Viewing or selecting files for proofing

 

 

YES

 

 

 

 

 

Figure 3.3: Getting files approved by users / administrators

 

 

Figure 3.4: Restoring or permanently deleting files

 

 

 

 

 

Figure 3.5: Toggle a user status

 

 

Figure 3.6: Adding an administrator

 

 

Figure 3.7: A user interface when logged in.  The user sees the familiar logo / image you uploaded, while branding.  The section in red is promotional advertising for UMBA and is not part of the packages being sold.

 

 

 

Figure 3.8: Getting a video embed.

 

Figure 3.9: Adding video embed to UMBA Interactive.

Figure 4.0: Viewing folders via the cloud.

 

Figure 4.1: Sending a comment / email via the cloud.

 

Figure 4.2: User activated peel page advertising / branding.

 

Figure 4.3: User activated peel page advertising / branding.

 

 

Figure 4.4: User activated peel page advertising / branding.

 

Figure 4.5: User activated peel page advertising / branding.