Settings

The Settings tab in the left-hand menu allows you to manage platform configurations and settings.

Advanced site settings are controlled by superusers, and are not accessible to ordinary users. Any changes made here will affect your entire site, so proceed with caution!

How to access "Settings"

 

Content

Default types

These settings define the base functionality for tools such as pages, stages, and updates.

Note: These settings are primarily for the purpose of system configuration. Users generally don't need to adjust these settings during regular use.

 

Maps

This sets the default settings for how Maps will display on your site. 

You can customise the following settings:

• Style: Set the default style for your site maps. 
• Center: This configures the default location for your maps. You may want to set the default location to your region or city.  Note: You can copy the coordinates from most map apps including Google maps. 
• Zoom, Min zoom, Max zoom: Set the initial level and limits of zoom for maps.

Note: All these settings can still be configured individually for each map. 

 

Default pages

Select a page from your site-wide page library for your default Privacy policy and Terms of use. 

 

Categories

Adding Tags and Regions to a project helps participants to search for consultations and related projects on your website. In addition, by following a region/tag category, participants will also receive notifications for projects in that category.  

You can customise the tag and region categories for your website in Settings>Categories.

 

Click here for more info on how to manage regions/tags on your website.

 

Media and files

This displays an overview of all media assets currently uploaded to your website, including images, PDFs and documents. It lists the title, type of media, and details about its creator.

To upload new content, click on the + Create item button.

Click on the ellipsis for each title to Preview a media asset and its metadata, or to Delete the asset.

 

Child Content Publishing 

This enables you to apply site wide rules for the content publication workflow. You can select:

• Child content publishing requires parent publication: This option means that if there is child page content, it cannot be published without first publishing the parent page.

• Auto-publish approved child content on parent publication: This option means that all approved child pages are published automatically when the parent page is published.

For example, when Child content publishing requires parent publication is enabled: if a parent project is not published, internal users won't be able to publish any child pages or surveys related to that project.

When Auto-publish approved child content on parent publication is enabled: if a parent project is published, all the child pages, updates, events, timeline, documents, maps and participation tools related to that project will be published too.

Note: These two settings are enabled by default on District Engage.

 

Project settings 

This enables you to apply the following default settings:

• Expand mini timeline by default: When this is enabled, the expanded project timeline will be visible without having to click the dropdown. 

• Disable map search: When selected you can hide the map search feature from the search block. 
• Search box label: You can specify a label to display above the search input field.

Redirects

This setting helps you manage URL redirects for your website to ensure users can still access your content when the URLs change.

For example, if you have an old project URL that you want to redirect to a new project page, you can set up a redirect so that anyone accessing the old URL is automatically taken to the new project page. 

To create a new redirect, click + Create redirect. Fill in the fields for the Source and Target URLs, and specify the Redirect status from the dropdown menu. Note that the hostname and leading/trailing slashes will be trimmed.

For example:

• Source URL: /old-project-page
• Target URL: /new-project-page

In this case, any user trying to access /old-project-page will be redirected to /new-project-page.

 

Structure

Home page

Choose which website page will be your default home page.

Click here for more info on editing the home page.

 

Menus

Create your Main navigation and Footer navigation menus. Edit the Title, URL and Icon for each menu item, and click + Add link to create new menu items. 

Click here for more info on editing the site menu.

 

Configuration

Site settings 

• Specify the Site name of your District Engage website. The name change will affect the entire site and will be publicly visible. The site name will also be displayed in:
  • Browser tab
  • Social media links
  • 'From' section in emails. 
• Select Enable maintenance mode to set your entire instance of District Engage to maintenance mode. This prevents unauthenticated users from accessing any part of your website. This should only be used for major maintenance work or emergencies. 
• Select Enable site wide message to display a site wide message on the frontend. A Rich Content box will appear. Compose your message, and add images, links or tables as required. Your message will automatically appear on the frontend.

Site wide message

 

• Select Enable splash overlay to display a full-screen overlay message on the frontend. A Rich Content box will appear. Compose your splash text, and add images, links, or other media as required. The overlay will automatically appear on the frontend when users first visit the site or after 90 days.

Comment

When making a comment on a participation tool, internal users may use an official name, e.g., "Project Team", rather than their personal display name. 

To override the automatic display name for internal users, select Override display name on official comments. 

You can also choose which Roles will have their display names overridden on official comments.

This official label will appear on all responses to public feedback, including comments, discussions,  and Q&A's.

Comment settings

 

Google Tag Manager

Tick the box to enable Google Tag Manager (GTM) for your site. You will be asked to provide your GTM app ID.

 

Notifications

Tick the box to disable bulk email notifications. 

 

Survey

This lets you set a confirmation message that is displayed when users submit a survey. This message can be overwritten for each tool. 

This setting can also be configured on a tool level when creating a participation tool. 

 

Appearance

Customise the appearance of your site's frontend including:

• Palette

• Style

• Hero image size

• Custom CSS

• Google font. To use a different font on the front end of your website, select from one of the 1500 fonts to choose from. 
• Footer content 

• Logo

• Icon (displays as favicon in the browser) 

In the Dashboard, you can hide the menu labels under icons by selecting Minimal menus.   

You can learn more about colour palette and style in our styleguide.

 

Performance

Manage the default cache expiry, and clear the site cache.

 

Natural Language Processing tester 

The NLP Tester allows you to test the natural language processor, which is used for all user submissions and comments on participation tools. This feature helps to extract sentiment and named entities from the text.

 

Translation settings

Translation settings let you decide if users visiting your site will be able to translate the content into another language. By default, this setting is disabled. To enable it, tick the checkbox for Google Translate.

When translation settings is enabled, users can change the site language by selecting from the options available in the language dropdown located in the website footer.

There are 40 available languages for users to choose from.

Translation settings enabled: website public view

 

 

People 

Single sign on

Enable or disable Google and Azure SSO capability. 

 

User settings

• Tick the box to allow only authenticated (signed-in) users to view any page on the site.
• Tick the box to disable user registration.

Multi factor authentication 

Select which roles will require multi factor authentication to sign in. Users with these roles will be redirected to setup their MFA page if it is not already setup.

You can also exclude specific email addresses from requiring MFA, even if the individual's role requires it.

 

User form text

Create customised messages to display above and below user forms including:

• Login form
• Register form
• Forgot password form

 

Show additional profile fields 

Add and customise additional fields to user profiles, such as language, gender, year of birth, postcode, and education level. This setting provides better user segmentation and data collection.

 

Report 

Activity log 

The Activity Log provides a comprehensive overview of all actions performed by users across all projects and tools within the platform. This feature allows administrators to monitor and track various activities.

 

Api Connectors

This section houses settings for integrating with third-party services, such as Slack. Future integrations may include services such as Mailchimp or Salesforce. This area will allow you to manage and configure these API connections to enhance the functionality of your engagement platform.

Stay tuned for updates as we expand the available API connectors to streamline your workflows and enhance your user experience.