Interlink/Relate Service (Expertise) to Team Member

Introduction:

Videos are best viewed full screen at 1080p resolution.

Depending on what version of the CMS your website uses, the Content drop down may display Services instead of Practice Areas or Expertise.

Video Duration: 02:12

Step by Step Instructions:

Step 1: From the top navigation click on Content drop down and then Team.

Dashboard - Content - Team

This will bring up the Team listing page view that shows all Team Members.

Step 2: Search for the Team Member you wish to edit.
Clicking on the search button will bring up the search input field. Type the partial name and then click the Search button again.

The newly filtered list of Team Members will appear showing those matching your search criteria.

team listview search

Step 3: To edit a team member, click on the name of the person. This will bring the Team Member into Edit mode .

Select Team Member to Edit

Step 4: Select Expertise.
Under the Related Content section click the + button under Related Expertise to bring up the hierarchical list of Expertises within the CMS

Add Related Expertise

Step 5a: Select the expertise.
From the list of expertise, click on the expertise/service you want to relate to the team member.

Add Related - Show All

Step 5b: Repeat step 5a as needed to add more relations, or use the 'Show all expertises' option which will allow you to select multiple expertises at one time.

Select Multiple and Save

Note: To remove a Related Expertise click the X button next to the service title. You may need to hover over the expertise you want to remove for the X button to appear.

Reorder Expertise 1

Note: To reorder a Related Expertise click, hold, and drag the item up or down in the list. Release once you see a thick black line where you wish the item to be displayed in the list.

Reorder Expertise 2

Step 6: Status the Content.
Using the status bar make the content live on your website by clicking the Publish button. If you want to save your changes without making them live click the Save as Draft button.

Update Status

Note: To view the content prior to publishing, you can use the preview feature. This will show exactly how the content will look once published. To preview, click the Preview button (content must be statused as draft prior to previewing).