Personal Information

Web Site Options

Calculators

Newsletters

Research Articles

Site Style
 


Thank you for visiting the Emerald Publications Support Center. Here you will find the answers to most of your technical questions, as well as help on such topics as HTML programming, marketing your Web site, and compliance issues.

Personal Information
A summary screen appears when you click the personal info link in the site manager. Click Edit to input changes, and you will see the following screen:

  1. Save Changes Button
    Saves all the user input information to the database.
  2. Personal Info Input Area
     Please fill out this information completely and accurately, because it will be used to contact you in case any changes or updates are proposed or made to the Web site by the site administrator or for compliance reasons. You can also reassign the username and password for your site here.
    Note: None of this information will be displayed on your agency site; it is for administrative purposes only.

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Web Site Options
A summary screen appears when you click the Web site Options link in the site manager. Click Edit to input changes, and you will see the following screen:

  1. Save Changes Button
    Saves all the user input information to the database.
  2. Domain Name
    Make sure this name matches the domain name you registered for the site. If you believe the domain name has been entered incorrectly, contact web site technical support for assistance. (1-800-233-2834)
  3. Web Site Status
     This switch allows you to activate or deactivate an "Under Construction" page for your site. Although you can activate your site at any point, if you are assigned to a compliance manager you can only activate content that has been approved by the designated compliance officer. We recommend you set your site status switch to "OFF" until your site has been completely approved for the first time by your compliance officer.
  4. Browser Title Bar Text
     You can use this field to customize the text that appears in the title bar area of any browser application that is visiting your website.
  5. Email For Contact Us Form Input
     This email address is used as the destination for all emails submitted through the "Contact Us" form on your web site. This email address is transparent to the user - it is not displayed anywhere on the web site. Please don't use HTML tags in this field.
  6. New Content On by Default
     Each month, Emerald adds new content to the system. This switch determines whether that content is automatically added to your live web site, or simply added to your site manager for you to review and manually add to the live site. If you are assigned to a compliance manager, this feature will only work if your compliance officer has set the compliance manager to the New Content On By Default position as well.
  7. Glossary Enabled
     This toggle adds or removes the Glossary button and feature from your web site. The Glossary feature is a comprehensive dictionary of financial terms and definitions that relate to concepts a visitor might encounter while reading the newsletters and articles on your web site.
  8. Key Words Meta Tags
     Meta tags are words that are added to the invisible HTML header of your web site. These tags are used by many search engines to catalogue and evaluate your site. Choose key words that describe your services, your self, and your site. Although Meta tags are helpful, the most effective way to register your site with a search engine is to contact that service directly and apply for a listing. Resources are available through web site technical support to assist you in Search Engine Registry. Phone 1-800-233-2834 and ask for a web site technical support consultant.
  9. Compliance Manager
    If you are assigned to a compliance manager to filter your content, the name of the compliance officer or organization will appear here. You can not edit this field. Please contact tech support if you feel there has been an error in your compliance manager assignment.

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Calculators
Check the links that you would like to appear in the Calculators section of the Web site and the Calculators that should appear as featured items on your home page. The Calculators available for your selection are determined by your Compliance Manager if you are assigned to one.

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Newsletters - Must be maintained monthly
Check the links that you would like to appear in the Newsletters section of the Web site. The Newsletters available for your selection are determined by your Compliance Manager if you are assigned to one. Four new newsletters are added each month and the four oldest newsletters are dropped from the system. If you have not turned "New Content On By Default" (see Web Site Options) then new newsletters will automatically be added to your live site. If you have set this option to "off", or you are assigned to a compliance manager who has set this option to "off", then newsletters will only be added to your sitemanager when the compliance officer approves them and activates them for you.

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Research Articles
Check the links that you would like to appear in the Research section of the Web site. The Research Articles available for your selection are determined by your Compliance Manager if you are assigned to one.

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Site Style
In the Site Style section of the Website Administrator, you have the choice of selecting from six different Web site styles. Make your selection, click the "Save Changes" button, and then preview your new site style by clicking the "Preview Changes" button. If you like the style that you have chosen, click the "Submit Changes" button to post the new style to your live site.

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