This \u201cHow-To\u201d document provides you with quick answers to many of the basic questions that may arise when you start out as the administrator of your exchange.<\/p>\n\n\n\n
For more information, consult the Administrator’s Guide available from the Administration Index Page or the Help button on each page.<\/p>\n\n\n\n
Most of the actions here assume that you have logged into the admin interface. There is often more than one way to perform the same action. We have described the most obvious ways here.<\/p>\n\n\n\n
* Announcements<\/a> * Help<\/a> * User Account<\/a> * Offerings<\/a> * Publications<\/a> * Recommendations<\/a> * Remote Trading<\/a> * Security<\/a> * Transactions<\/a> * Users<\/a> * Wants<\/a><\/p>\n\n\n\n How do I add an announcement?<\/strong><\/p>\n\n\n\n Click on the ‘Announcements’ icon on the Index Page. The Announcements Index will appear. Click on the [Add Announcement] button and the ‘Add New Announcement’ form will appear.<\/p>\n\n\n\n If a date is relevant then select a date, otherwise leave it blank. The ‘Remove after’ date ensures that the announcement stops displaying after a certain date, when your announcement is no longer relevant, otherwise it will display for 30 days.<\/p>\n\n\n\n Enter the required details and click on the [Insert Record] button to save it.<\/p>\n\n\n\n How do I remove an announcement when it is no longer relevant?<\/strong><\/p>\n\n\n\n The announcement will automatically stop displaying after the ‘Remove after’ date you selected, or, if you did not select a date, it will continue displaying for 30 days.<\/p>\n\n\n\n If you want to remove the announcement immediately, click on the [Announce] button to call up the Announcements list, and then click on ‘Edit\/Delete Item’ in the ‘Posted by’ column on the right. This will bring up the ‘Edit\/Delete Announcement’ form where you can click on the [Delete] item to delete it.<\/p>\n\n\n\n How do I edit (change) an announcement<\/strong><\/p>\n\n\n\n Click on the [Announce] button at the top. The Announcements list will appear. Find your announcement and click on ‘Edit\/Delete Item’ in the ‘Posted by’ column on the right. This will bring up the ‘Edit\/Delete Announcement’ form where you can modify your announcement. When finished click the [Update Record] button.<\/p>\n\n\n\n How can I find out how to use this site?<\/strong><\/p>\n\n\n\n You can get help for any page that you are on by clicking on the [Help] button at the top. This provides contextual help.<\/p>\n\n\n\n The same information is found in the User Guide. The User Guide also provides more general information about the CES.<\/p>\n\n\n\n My contact details have changed. How can I change them on the site?<\/strong><\/p>\n\n\n\n Click on the [My Record] button at the top. That will bring up the ‘Edit My Account Details’ form, which is your personal record on the system. Here you can change your address, phone numbers and email address, amongst other things.<\/p>\n\n\n\n Change any details that you want and then click the [Update Record] button to save them.<\/p>\n\n\n\n How do I stop emails from the administration?<\/strong><\/p>\n\n\n\n You can determine which emails you receive and which you don’t.<\/p>\n\n\n\n To select which emails you do and don’t receive, click on the [My Record] button at the top. That will bring up the ‘Edit My Account Details’ form, which is your personal record on the system. In the bottom line of the top panel you will see: ‘Stop Lists, Stop Newsletter, Stop Updates, Stop Statements’. Check any items you don’t want to receive and then click the [Update Record] button to save your choices.<\/p>\n\n\n\n I’m going away for a year and so don’t want to participate, but I don’t want to close my account. How can I stop others contacting me?<\/strong><\/p>\n\n\n\n You can hide your account, which in effect removes you from the system as far as others are concerned. This leaves your account intact and so you can un-hide it when you want to become active again. Hiding your account also stops all emails from the administration.<\/p>\n\n\n\n To hide your account click on the [My Record] button at the top. That will bring up the ‘Edit My Account Details’ form, which is your personal record on the system. In the bottom line of the top panel you will see ‘Hide account’. Check the checkbox for this item and then click the [Update Record] button to save your change.<\/p>\n\n\n\n I’ve had enough of this. How can I get off the system permanently?<\/strong><\/p>\n\n\n\n Contact the administrator and ask for your account to be closed. You cannot close your account yourself, but you can hide it which in effect closes your account as far as others are concerned and stops all emails.<\/p>\n\n\n\n How do I add a new offering?<\/strong><\/p>\n\n\n\n Click on the [Offerings] button at the top. Then click on the [Add New] button at the top of the Offerings page. That will bring up the ‘Add New Offering’ page where you can enter the details of your offering. Click the [Add Offering] button to save your new offering.<\/p>\n\n\n\n How do I add an offering to another exchange?<\/strong><\/p>\n\n\n\n Follow the same steps as in the question above, except that before entering the details select the remote exchange from the drop-down list of exchanges.<\/p>\n\n\n\n Can I advertise an offering in all (or many) exchanges at once?<\/strong><\/p>\n\n\n\n No, that is like spamming! We prefer to keep the adding of offerings a tedious process so that you don’t spam all exchanges with your adverts all the time. Many users get annoyed seeing the same offerings over and over.<\/p>\n\n\n\n How do I edit (change) one of my offerings?<\/strong><\/p>\n\n\n\n Click on the [Offerings] button at the top. Then click on the [Update] button at the top of the Offerings page. This will bring up the ‘My Local Offerings’ page, which displays your local offerings. If the offering you want to change is on a remote exchange, click on the ‘My Remote Offerings’ link at the top of this page.<\/p>\n\n\n\n To edit a particular offering click on the ‘Edit offer’ link under the ‘Actions’ subheading for that offering. This will bring up the ‘Edit\/Delete Offering’ page where you can edit the offering. After making your changes press the [Update Record] button.<\/p>\n\n\n\n How do I delete an offering<\/strong><\/p>\n\n\n\n Click on the [Offerings] button at the top. Then click on the [Update] button at the top of the Offerings page. This will bring up the ‘My Local Offerings’ page, which displays your local offerings. If the offering you want to delete is on a remote exchange, click on the ‘My Remote Offerings’ link at the top of this page.<\/p>\n\n\n\n To delete a particular offering click on the ‘Delete offer’ link under the ‘Actions’ subheading for that offering. That will delete the offering immediately. You can also delete an offering from the ‘Edit\/Delete Offering’ page (see previous item).<\/p>\n\n\n\n How do I update an offering<\/strong><\/p>\n\n\n\n Click on the [Offerings] button at the top. Then click on the [Update] button at the top of the Offerings page. This will bring up the ‘My Local Offerings’ page, which displays your local offerings. If the offering you want to update is on a remote exchange, click on the ‘My Remote Offerings’ link at the top of this page.<\/p>\n\n\n\n To update a particular offering click on the ‘Update offer (to today’s date)’ link under the ‘Actions’ subheading for that offering. That will update the offering giving it today’s timestamp and place it at the top of the lists where it appears. You can also update an offering from the ‘Edit\/Delete Offering’ page (see previous items).<\/p>\n\n\n\n How do I hide an offering<\/strong><\/p>\n\n\n\n Click on the [Offerings] button at the top. Then click on the [Update] button at the top of the Offerings page. This will bring up the ‘My Local Offerings’ page, which displays your local offerings. If the offering you want to hide is on a remote exchange, click on the ‘My Remote Offerings’ link at the top of this page.<\/p>\n\n\n\n To hide a particular offering click on the ‘Hide offer’ link under the ‘Actions’ subheading for that offering. That will hide the offering and the Status will show that the offering is hidden. To un-hide it, simply click on the link again. You can also hide an offering from the ‘Edit\/Delete Offering’ page (see previous items).<\/p>\n\n\n\n How do I upload our newsletters?<\/strong><\/p>\n\n\n\n To upload newsletters click on the Control Panel<\/strong> icon. On the Control Panel page click on ‘Edit Home Page Text’. At the bottom of that page you will see ‘Upload file (including images)’. Click on the [Browse] button and find on your computer the newsletter you want to upload. When you see the path to the document in the file box, click the [Submit] button. That will send the document to the server.<\/p>\n\n\n\n When the file is uploaded it will come back to the same page but the Upload File box will be clear. You can either upload more newsletters in the same way or continue to the next step, which is to make a link to it\/them.<\/p>\n\n\n\n Choose which of the three panels of the home page you want the link to your newsletter to appear, then add text such as the following<\/p>\n\n\n\n July Newsletter<\/a> (PDF)<\/p>\n\n\n\n Where it says ‘abcd’ above insert the four-letter code of your exchange. Also insert the actual name of your file. Give it the title you want and if it is not PDF then say what kind of file it is. If you know the size of the file that is good to add too. You can add more of these lines, one for each issue you want to display but put a blank line between each line or put a ‘*’ character at the start of each line to bullet them.<\/p>\n\n\n\n Finally click the [Submit] button. That will save the home page text to the server and place the links to your newsletter(s) on the users’ personal home pages.<\/p>\n\n\n\n How do I add a recommendation?<\/strong><\/p>\n\n\n\n In the center of the home page of your account, you will see ‘Recommendations’ under the ‘Buyer Actions’ sub-heading. Click on that and it will take you to the Recommendations List. Click on the [Give Recommendation] button. This will take you to the ‘Give a Recommendation’ form where you can enter your recommendation for the seller you would like to praise. Select the user from the drop-down list, enter a brief title and then enter your recommendation. Click the [Submit] button to save it.<\/p>\n\n\n\n How do I edit (change) or delete a recommendation?<\/strong><\/p>\n\n\n\n Click on the [My Record] button at the top. This will bring up the ‘Edit My Account Details’ page. In the bottom panel you will see ‘My recommendations’. Click on the [View\/Edit] button. This will bring up the ‘Edit\/Delete Recommendation’ form where you can edit any details. Click the [Update Record] button to save changes. If you click the [Delete] button the item will be deleted.<\/p>\n\n\n\n I am travelling to another country (or other area where there is a CES exchange). How do I spend my credits there?<\/strong><\/p>\n\n\n\n In the CES we do not ‘spend’ credits! If you have bought something from a seller in a remote exchange (e.g. accommodation) it is the seller who debits your account. All you have to do is give your account number and point out to the seller which exchange you are from. The amount you are charged is in their local currency. If there is a conversion rate differential the system will make the conversion and your account will be debited the correct amount in your own currency.<\/p>\n\n\n\n I did some work for someone in another country (or other exchange). How do I get paid for that?<\/strong><\/p>\n\n\n\n There is no ‘paying’ in the CES, just the recording of transactions. As you were the seller, you credit yourself as described under ‘Transactions’ below, except that when the transaction involves a user in another exchange you have to select the remote exchange first, before selecting the buyer. After you have selected the remote exchange the list of names for that exchange will be loaded. Select the buyer’s name and follow the same steps in the “How do I record the trade?” question under ‘Transactions’ below.<\/p>\n\n\n\n Someone in another country did some work for me. How do I pay them?<\/strong><\/p>\n\n\n\n There is no ‘paying’ in the CES, just the recording of transactions. As the buyer you are the passive party. In other words you have to do nothing apart from giving the seller your account number and naming which exchange you are in. It is up to the seller to enter the transaction, which will debit your account and credit theirs.<\/p>\n\n\n\n How do I change my password?<\/strong><\/p>\n\n\n\n Click on the [My Record] button at the top. This will take you to the ‘Edit My Account Details’ page, which is your personal record. Your password is in the top line of the form. Simply delete the dots that represent your password and type in your new password. Click the [Update Record] button to save your new password.<\/p>\n\n\n\n I’ve forgotten my password. How can I retrieve it?<\/strong><\/p>\n\n\n\n At the top of the CES home page you will see a “Forgotten your password?” link. Click on that and you will be taken to a new page where you can enter your account number. Press the [Submit] button and your password will be emailed to the email account on record.<\/p>\n\n\n\n If your email address has changed you will not receive the password. Either look in your old account or write to the administrator or the generic email address info@community-exchange.org giving your new and old email addresses.<\/p>\n\n\n\n I’ve forgotten both my account number and password<\/strong><\/p>\n\n\n\n In this case you will need to contact the administrator, or write to the generic address info@community-exchange.org<\/p>\n\n\n\n How do I pay for something I have bought?<\/strong><\/p>\n\n\n\n You don’t do anything! In the CES it is the seller who enters the trading record. You will be debited by the seller.<\/p>\n\n\n\n I sold something. How do I record the trade?<\/strong><\/p>\n\n\n\n If you only know the buyer’s name and not their account number click on ‘Enter Single Transaction (list)’ at the top of the middle column on your personal home page. Select the buyer’s name from the drop-down list, enter a description for the trade and the amount. Press the [Submit] button to proceed.<\/p>\n\n\n\n If you know the buyer’s account number use the second option ‘Enter Single Transaction (quick)’. Enter the buyer’s account number, a description and the amount. Press the [Submit] button to proceed.<\/p>\n\n\n\n The ‘Confirm Transaction’ page will appear. Check the details carefully. If there is an error click the [Cancel] button and correct the error; if everything looks correct press the [Confirm] button. This will record the transaction, crediting your account and debiting the buyer’s.<\/p>\n\n\n\n I did some work for someone in another country (or other exchange). How do I get paid for that?<\/strong><\/p>\n\n\n\n There is no ‘paying’ in the CES, just the recording of transactions. As you were the seller you credit yourself as above, except that this time you have to select the remote exchange first, before selecting the buyer. After you have selected the remote exchange the list of names for that exchange will be loaded. Select the buyer’s name and follow the same steps as in the previous question above.<\/p>\n\n\n\n Someone in another country did some work for me. How do I pay them?<\/strong><\/p>\n\n\n\n There is no ‘paying’ in the CES, just the recording of transactions. As the buyer you are the passive party. In other words you have to do nothing apart from giving the seller your account number and naming which exchange you are in. It is up to the seller to enter the transaction, which will debit your account and credit their’s.<\/p>\n\n\n\n I’m the buyer. I thought I had to pay the seller but debited her instead. How do I reverse the trade?<\/strong><\/p>\n\n\n\n In the CES all trades are entered by the seller or by a third party on behalf of the seller (e.g. the Administrator). You cannot reverse the trade, only delete it.<\/p>\n\n\n\n Log into your account and on your personal home page click on ‘My Statement of Account’. That will list your latest trades. Click on the Description of the trade you want to delete. That will bring up the ‘Edit\/Delete Transaction’ form. Click the [Delete] button and that will remove the trade.<\/p>\n\n\n\n How do I enter a lot of trades in one go?<\/strong><\/p>\n\n\n\n Select the ‘Enter Multiple Transactions’ seller action from the central column of your personal home page. Select the number of sales you would like to enter, if more than 5, and then enter the account numbers, descriptions and amounts for all the trades, and finally press the [Submit] button.<\/p>\n\n\n\n I debited the wrong buyer. How do I correct that?<\/strong><\/p>\n\n\n\n Click on ‘My Statement of Account’ in the middle of your personal home page. That will display your most recent trades. Click on the Description of the trade with the error. That will bring up the ‘Edit\/Delete Transaction’ form. Click the [Delete] button to delete the trade. After that re-enter the trade with the correct buyer.<\/p>\n\n\n\n I entered the wrong amount for a trade. How do I correct it?<\/strong><\/p>\n\n\n\n Click on ‘My Statement of Account’ in the middle of your personal home page. That will display your most recent trades. Click on the Description of the trade with the error. That will bring up the ‘Edit\/Delete Transaction’ form. Correct the amount and click on the [Update Record] button.<\/p>\n\n\n\n I entered a wrong description for a trade. How do I correct that?<\/strong><\/p>\n\n\n\n Click on ‘My Statement of Account’ in the middle of your personal home page. That will display your most recent trades. Click on the Description of the trade with the error. That will bring up the ‘Edit\/Delete Transaction’ form. Correct the description and click on the [Update Record] button.<\/p>\n\n\n\n I have to cancel a trade. How do I ‘refund’ the buyer?<\/strong><\/p>\n\n\n\n You need to delete the transaction. That will eliminate the buyer’s debit and your credit.<\/p>\n\n\n\n Click on ‘My Statement of Account’ in the middle of your personal home page. That will display your most recent trades. Click on the Description of the trade that you would like to cancel. That will bring up the ‘Edit\/Delete Transaction’ form. Click the [Delete] button to delete the transaction.<\/p>\n\n\n\n How do I find someone’s account number?<\/strong><\/p>\n\n\n\n Most information about users can be found on the Users Page. Click on the [Users] button at the top. If you know that the user is in your exchange, type the name in the ‘Local search’ textbox; if you don’t know which exchange the user is in, type it in the ‘Global search’ textbox. In either case click the [Find] button. If a name matching your search text is found it will be shown. If nothing is returned then try typing just the surname or just the first name. Even typing part of the name, if you are not sure of the spelling, can work.<\/p>\n\n\n\n I have an account number. How do I find the name of the account holder?<\/strong><\/p>\n\n\n\n On the Users Page (see above), enter the numeric part of the account number in the ‘Account No’ text box and press the [Find] button. This will find the local account holder of the number. If the account number is from another exchange, type the account number into the ‘Global search’ textbox and press the [Find] button.<\/p>\n\n\n\n I only have a user’s phone number (or email address). How do I find them from that?<\/strong><\/p>\n\n\n\n On the Users Page (see above), enter the phone number in the ‘Search phone’ textbox (or the email address in the ‘Search email’ textbox) and press the [Find] button. This will only find local account holders. If the user is from another exchange, first select the exchange from the ‘Exchange’ drop-down list. Then perform the same action.<\/p>\n\n\n\n How do I enter a Want?<\/strong><\/p>\n\n\n\n Click on the [Wants] button at the top. That will display the Wants List. Then click on the [Add Want] button at the top of the list. That will bring up the ‘Add New Want’ page where you can enter the details of your Want. Click the [Insert Record] button to save your new Want.<\/p>\n\n\n\n How do I advertise a Want in another exchange?<\/strong><\/p>\n\n\n\n Follow the same steps as in the question above, except that before entering the details select the remote exchange from the drop-down list of exchanges.<\/p>\n\n\n\n How do I edit (change) one of my Wants?<\/strong><\/p>\n\n\n\n Click on the [Wants] button at the top. That will display the Wants List. Find the Want you want to change and then click on ‘Edit\/Delete Want’ in the ‘Name’ column on the right. This will bring up the ‘Edit\/Delete Want’ form. Edit the details and then click on the [Update Record] button to save the changes.<\/p>\n\n\n\n How do I delete a Want?<\/strong><\/p>\n\n\n\n Click on the [Wants] button at the top. That will display the Wants List. Find the Want you want to delete and then click on ‘Edit\/Delete Want’ in the ‘Name’ column on the right. This will bring up the ‘Edit\/Delete Want’ form. Click on the [Delete] button to delete the Want.<\/p>\n","protected":false},"excerpt":{"rendered":" How Do I … ? This \u201cHow-To\u201d document provides you with quick answers to many of the basic questions that may arise when you start out as the administrator of your exchange. For more information, consult the Administrator’s Guide available from the Administration Index Page or the Help button on each page. Most of the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-template\/right-sidebar.php","meta":{"pagelayer_contact_templates":[],"_pagelayer_content":"","footnotes":""},"class_list":["post-189","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/pages\/189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/comments?post=189"}],"version-history":[{"count":1,"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/pages\/189\/revisions"}],"predecessor-version":[{"id":190,"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/pages\/189\/revisions\/190"}],"wp:attachment":[{"href":"https:\/\/maatcrystalvillage.com\/family\/wp-json\/wp\/v2\/media?parent=189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a>Announcements<\/h4>\n\n\n\n
<\/a>Help<\/h4>\n\n\n\n
<\/a>My Account<\/h4>\n\n\n\n
<\/a>Offerings<\/h4>\n\n\n\n
<\/a>Publications<\/h4>\n\n\n\n
<\/a>Recommendations<\/h4>\n\n\n\n
<\/a>Remote Trading<\/h4>\n\n\n\n
<\/a>Security<\/h4>\n\n\n\n
<\/a>Transactions<\/h4>\n\n\n\n
<\/a>Users<\/h4>\n\n\n\n
<\/a>Wants<\/h4>\n\n\n\n