Adding a Business Via the Admin Panel

Adding Business and Business Profile

Warning

All businesses that are manually entered should be done so through the public-facing side of the application. Much of the applicaton process is automated via the public side of Marketplace for better usability.

Tip

If a business is entered from the admin site, you must manually enter a business profile for the new business.

Adding the Business

  1. Click the Add button next to the Businesses under the Business module
  2. Enter the Business Type from the drop down menu
  3. Enter the business location & contact information
  4. Enter any notes (these are internal notes and will not be displayed to users on the public side) and select the categories that the business will be listed in.
  5. Click the Save button

Creating the Business Profile

  1. Select Add next to Profile under the Profiles module
  2. Click on the magnifying glass to display the list of Businesses in the database
  3. Select the business that you would like to create the profile for
  4. Enter the business chosen slug
  5. Enter the business keywords
  6. Enter the business URL’s (If applicable)
  7. Enter the business payment information
  8. Select the features the business offers
  9. Enter any restaurant and bar information
  10. Select any paid additions that the business has
  11. Click the Save button

Upgrading a Business Profile

  1. Access the admin interface and click on the Business profile model in the Profiles application.
  2. At the “Listing type” field, select the appropriate type – Free, Basic, or Expanded. (See Feature matrix for a complete list of features included in each listing type.)
  3. Check for sponsorships and set the attributes as appropriate. Sponsored on homepage and Sponsored on categories are located at the bottom of the Business profile object view.
  4. Click save.

At this time, you may want to link the business customer to its business.

Processing a business claim

Marketplace will automatically notify you via email of any new claim.

  1. Follow the link from your email to the claim on the admin view of Marketplace
  2. Make note of the user that is claiming and the business that is being claimed
  3. Copy the keywords to your clipboard (TIP: you may want to print this for a claim records binder)
  4. Verify that the user is the correct contact for that business (by phone)
  5. In the admin view, add a business account for that user (see Add a business account below)
  6. In the public view, make changes to the Keywords, Categories, and any other fields that may need to be corrected with the claim.

Add a business claim

Mark a business as reserved; create and attach primary user.

  1. On the admin side, click on Business claims

  2. Click “Add business claim”

  3. Claim type: Existing

  4. Click the magnifying glass next to “Business”; select the business

  5. Click the magnifying glass next to “User”
    1. If user already exists, select the appropriate user.
    2. If adding a new user, complete “First name”, “Last name”, and “Email” then click “Save”

Note

NO permissions need to be added for business users.

  1. Close window
  2. Click the magnifying glass next to “User” and select the user you just created.
  3. Complete the remaining bold fields only (“Comments” and “Keywords” are each user generated abstract)
  4. Click Save

Updating Email Notifications

Email notifications can be updated easily in the admin by selecting the applicable Market.

Click the Markets link from the admin index.

Click the Market you wish you change.

Update the email address in the Support section and click the Save button.

Adding a Photograph

  1. From the admin home page, click “Photos” from the “Photos” application. (You may also jump to the “Add photo” page by clicking the green “Add” button next to Photos.)
  2. Please note: Photos must be at least 470 pixels. To proceed with adding a photo, click the “Add photo” button at the upper right of the page.
  3. Each photo is linked to a specific business object. Click the magnifying glass and select the business.
  4. If the photo should be displayed as the primary photo on the business profile, select “header” in the “Slot” field.
  5. Select the photo for upload by clicking the “Choose File” button in the “Image” field. This will allow you to browse your computer for the photo file.
  6. Complete the title and description.
  7. Set the “Modified” date to “Today” and “Now”.
  8. Click the Save button.

Adding a User

  1. To add a user in the Admin side of Marketplace, click on the Users application.
  2. Click on the Add User link located in the upper right hand over of the screen.
  3. Enter the username and password for the user and click the Save button.
  4. Once the user has been successfully added, you will need to assign permissions to that user. To assign permissions to the user, select the user from the Users application.
  5. Select the Permissions that apply to user.
  6. Assign the user to the applicable Groups.
  7. Click the Save button.

Add a Video

  1. From the admin home page, select “Videos” from the “Videos” application. (You may also jump to the “Add video” page by clicking the green “Add” button next to Videos.)
  2. To proceed with adding a video, click the “Add video” button at the upper right of the page.
  3. Each video is linked to a specific business object. Click the magnifying glass and select the business.
  4. If the video should be displayed in place of the primary photo on the business profile, select “header” in the “Slot” field.
  5. Select the video for upload by clicking the “Choose File” button in the “Video” field. This will allow you to browse your computer for the video file.
  6. Select a still image to be used as the business profile primary photo. This image will display before a video is played and when the business photo is needed throughout the site.
  7. Complete the title and description.
  8. Set the “Modified” date to “Today” and “Now”.
  9. Click Save.

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