Guide / Administrator
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Administrator

The Administrator section is the central management area for iBoard. It provides access to the core tools used to manage site files, customer communication, website settings, users, communication providers, templates, and system messages.

This section should be used by site administrators, developers, and authorized managers. Some settings can affect the entire website, so changes should be made carefully.

Overview

The Administrator menu contains several important management areas. Each area controls a different part of the iBoard system.

Menu Purpose
Media Manage uploaded files, images, documents, downloads, folders, and media paths.
CRM Manage customer communication features such as newsletters, contact messages, and customer records.
Site Manage site-wide settings, query tools, API generation, short codes, banners, themes, plugins, skins, SMTP, and app keys.
User Manage administrator accounts, user profiles, and user roles.
Provider Manage communication providers, message templates, the message center, and send logs.

When to Use This Section

Use the Administrator section when you need to manage internal settings or system-level resources. This area is different from normal website content editing because many settings can affect other pages or features.

  • Use Media when uploading or organizing website images and files.
  • Use CRM when managing newsletters, contact inquiries, or customer data.
  • Use Site when changing global settings, scripts, keys, skins, themes, or technical configuration.
  • Use User when creating administrator accounts or assigning roles.
  • Use Provider when configuring email, SMS, templates, messages, or send logs.

Administrator Menu Structure

Media

Media Manager is used to browse, upload, preview, copy, rename, delete, and organize website files. It is commonly used for images, documents, downloads, banners, and other public assets.

CRM

CRM contains communication and customer-related features. It may include newsletter management, contact form submissions, and customer records.

  • Newsletter: Manage newsletter-related records or subscriber communication.
  • Contact Us: Review messages submitted through contact forms.
  • Customers: Manage customer records and related customer information.

Site

Site contains technical and global configuration tools. This area should be managed carefully because changes may affect the whole website.

  • Management: Manage general site information and settings.
  • Query Builder: Build or manage database query-related tools.
  • API Generator: Generate or manage API-related features.
  • Short Code: Manage reusable short codes used inside pages or templates.
  • Banner: Manage website banners and promotional visual areas.
  • Theme: Manage downloadable or installed themes.
  • Plugin: Manage plugins or plugin packages.
  • Skin: Manage skins used for the website or system layout.
  • SMTP: Configure email sending settings.
  • AppKeys: Manage application keys used by the system.

User

User management controls who can access the administrator system and what they are allowed to manage.

  • List: View and manage user accounts.
  • Profile: View or update user profile information.
  • User Role: Manage roles and permission groups.

Provider

Provider manages communication-related configuration. This area is required for email sending, SMS sending, templates, message center functions, and delivery logs.

  • Provider: Configure SMTP, SendGrid, Twilio, or other communication providers.
  • Template: Create reusable email or SMS message templates.
  • Message Center: Send messages to customers, CRM contacts, or newsletter recipients.
  • Send Log: Review message delivery history and troubleshooting details.

Recommended Administrator Workflow

  1. Review the overall Administrator menu structure.
  2. Confirm that only authorized users can access administrator features.
  3. Set up basic site information under Site Management.
  4. Organize media folders before uploading many files.
  5. Configure users and roles before allowing multiple people to manage the system.
  6. Configure communication providers before using email, SMS, templates, or Message Center.
  7. Test each feature before using it in production.
  8. Review logs when something does not work as expected.

Important Notes

  • Administrator features may affect public pages, users, communication, and system behavior.
  • Do not change technical settings unless you understand their purpose.
  • Back up important settings before modifying core configuration.
  • Limit administrator access to trusted users only.
  • After changing email, SMS, or provider settings, always run a test.
  • Before deleting files, users, templates, or providers, check whether they are currently used by the system.

Common Mistakes to Avoid

Mistake Possible Result
Deleting media files without checking usage Images, documents, or downloads may disappear from pages.
Changing site settings without backup Website layout, scripts, or configuration may stop working correctly.
Giving full administrator access to all users Important settings may be changed accidentally.
Activating providers without testing Email or SMS delivery may fail in production.
Deleting templates or providers currently in use System messages, verification codes, invoices, or notifications may fail.

Best Practices

  • Keep administrator access limited and role-based.
  • Use clear names for files, providers, templates, and user roles.
  • Test provider and template changes before using them live.
  • Organize media folders by purpose, such as images, documents, banners, and downloads.
  • Review send logs and system records when troubleshooting.
  • Document important configuration changes for future administrators.
The Administrator section is where the foundation of the iBoard system is managed. Work carefully, test changes, and keep the structure organized.