Web Center v4.1 Proprietary and Confidential Topic Section Overview 1 Rates and Data 2 Creating...

Web Center v4.1

Proprietary and Confidential

Topic Section

Overview 1

Rates and Data 2

Creating Promotions 3

Sitemap / Formatting Content 4

Administration 5

Additional Resources and Glossary 6

Web Center Certification TrainingTable of Contents

Web Center Certification Training: Overview pg 2

© 2012 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY.

Overall Goal: In this course, you will learn how to update and manage your Web Center website through the Web Center Admin Console.

Specifically, you will learn how to:

change rates and other forms of structured data

build and edit promotions

add, edit and delete pages in the sitemap

create and format content

view administrator logs and visitor reports

Course Objectives

Web Center CertificationOverview

Web Center Certification TrainingIntuit Financial Services University



Terms to Know

• Web Center (WC) – your public website

• Web Center Admin Console (WCAC) – the control panel used to manage your website

• Admin Platform – common website providing secure access to Web Center and future Intuit Financial Services applications

• WYSIWYG (What You See Is What You Get) – visual editor for web page edits

• HTML (Hyper Text Markup Language) – basic formatting and layout coding language

• XHTML (Extensible HTML) – Web page source code that is complaint across browsers. The WCAC creates properly formatted XHTML pages automatically.

• XML (Extensible Markup Language) – language that allows for the easy interchange of information or documents on the Internet

• CMS (Content Management System) – database that stores all your site’s images, documents, and HTML & XML files

• GUI (Graphical User Interface) – visual interface that uses graphics to perform tasks



Terms to Know

• Version - variations of a single document or snippet. Version history is unlimited. Versions may be viewed and rolled back by the Financial Institution using the WCAC.

• Edition – variations of the overall Web Center site. Edition history is 90 days – the Downloads tool may be used to store an archive of changes past 90 days. Contact Intuit Financial Services Web Services to roll back editions.

• Snippets - a portion of a web page that may be edited

• Staging - your deployment queue and final approval site

• Live Site - your production site

• Sitemap Manager - tool used to add, remove, and rename pages and sections in the sitemap

• WCAC Modes - allow you to edit content and deploy changes in other versions of your site that Intuit Financial Services is working on.

• WCAC Sites - allow you to view and compare changes in other versions of your site that Intuit Financial Services is working on.



Web Center Capabilities



Web Center Admin Console

• You must use a resolution of 1024 x 768 pixels or higher.

• You must enable Java Virtual Machine in your browser.

• You must enable cookies in your browser.

• Refer to the Browser Policy details on the Client Site (Client Support > Troubleshooting > Browsers Supported > Browser Policy) for details on supported browsers for the WCAC. While non-supported browsers may work in the WCAC, they are not supported by Web Services.

Web Center Public Site

• The public website may be viewed in any current browser on PC or Mac.

Technical Specifications



Security



The Web Center Admin Console allows the financial institution to edit the vast majority of the website. However, a few elements of Web Center sites must be edited by the Intuit team.

How to Contact Intuit Financial Services:

1. Submit a new request through MySupport2. Call 877-462-3446 Option #53. Email [email protected]. Fax 678-623-5861

Site Features Not Enabled for Self-Edit



Admin Platform Login

• Site Address – be sure to access this login screen via SSL (https://) and note that the address is case-sensitive

• Login – individual financial institution user accounts are managed in the Admin Platform by a Super User.

• Password – passwords lock out after 5 bad attempts. Passwords can be reset by an authorized User Administrator or Super User. A User Administrator may not reset other User Administrator passwords. Detailed in-product help is accessible in the Admin Platform.

https://www.yourfi.com/connect (Replace w ww.yourfi.com with your web address)



Enhanced Multi-Factor Authentication

Upon first log in, the system presents the Enhanced Multi-Factor Authentication wizard. A prompt requires at least one of the following delivery methods to be set up: SMS-text, Automated Voice or Email. Multiple email addresses or phone numbers may be added through the wizard.

Each financial institution user is prompted to enter the Enhanced Multi-Factor Authentication details for their individual account. Details may be changed per user once logged in to the Admin Platform.



Enhanced Multi-Factor Authentication

The financial institution user is prompted to select a delivery method to authenticate the current computer for Admin Platform access. In this example, the one-time access code will be sent via email.

The financial institution user enters the one-time access code and selects Continue in order to complete authentication for the current computer. Each computer may be saved as Public or Private. Computers saved as Private retain these settings for future visits.



Web Center Summary

Upon logging in, the system presents the Welcome Screen. This screen displays a snapshot of all current activity in the WCAC.

Intuit Financial Services may also post periodic financial institution surveys on the Welcome Screen. Each survey displays one time only upon log in to the WCAC and completion of the survey is optional. The survey displays again on log in if the browser’s cookies are cleared.



Web Center Summary (cont’d)

The bottom of the welcome screen provides quick access to the Modes and Sites features (if enabled). Modes and Sites provide integration of non-production versions of the Web Center website for use by financial institution users in developing, reviewing, and approving new content.



Admin Platform - My Account

The My Account link provides access to a financial institution user’s Admin Platform profile. Users may update their user details, password, login security and roles and permissions settings.

Super Users and User Administrators will have access to the Control Panel link (not shown) under the My Account link. The Control Panel is used to add, manage and delete user accounts.

The Admin Platform provides in-product training and support through recorded tutorial and quick help guide icons.

The Sign Out link also appears on every screen. It is used to exit the Web Center Admin Console and return to the login screen.



WCAC Roles and Permissions

Your financial institution Super User will determine the level of access assigned to each financial institution user. Web Center roles contain a defined set of permissions as listed below:

A description of each role or permission is provided under the Roles and Permissions link in My Account. Refer to the in-product tutorial for details on managing user roles and permissions.



Home – return to the Admin Platform home screen

Web Center Summary – displays a summary of edited files

Content Edit –content is loaded for editing in the Work Area

Images & Documents – add and delete images and documents

Rates & Data – edit a rate or other data (XML) file

Sitemap Manager – add, edit and delete pages

Manage Changes – move edits from the Work Area to Staging

View Staging Site – final review prior to deploying edits

Deploy to Production – publish all changes to the Live Site

View Live Site – view site in the live (public) environment

Downloads – access to downloadable archives of recent edits

Reports – consumer website statistics and tracking

Web Center Navigation



1. What is source control and how does it assist with making multiple edits?

2. What are the browser requirements for the WCAC?

3. List the aspects of a site that can not be edited in the WCAC.

4. Describe the navigation used for making edits and publishing those edits to your live site.

5. What is the purpose of the My Account screen?

Overview – Review Questions

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