MC
Authorized staffQuick-Start Guide
Mercer County Historical Society

Staff quick start

Board Access welcomes you by your trusted sign-in name and shows your approved role. Choose one common job. Open Show more tasks only when needed, or Show all settings for the complete advanced interface. These choices do not change your permissions.

Open Publishing GuidePractice without publishingOpen Board Access

Edit the homepage welcome

  1. Open Page Content.
  2. Update the welcome text or visitor buttons and save a draft.
  3. Record the approval basis, reviewer, and date.
  4. Preview, publish, and check the public homepage.
Edit page content

Add or change an event

  1. Open the guided event workspace.
  2. Choose an event or start a new one.
  3. Follow the plain-language help and visitor preview.
  4. Review the final checklist, save, and check the public calendar.
Manage events

Add or change a tour

  1. Open Tour Manager and choose a draft or add a tour.
  2. Choose Self-guided, Docent-led, or Both. Both uses one tour that can switch views.
  3. Drop or choose one photo, video, or audio file.
  4. Use the numbered stop list and choose Edit this stop. Only one stop opens at a time.
  5. Enter the location, point-out cue, and narration. Open the source or placard section only when needed, then choose Done — return to stop list.
  6. Use Save my progress, preview, test Docent View, complete the reviews, then publish. Check the green or gold save banner before leaving.
Open Tour Manager

Update hours or contact details

  1. Open Hours & Contact.
  2. Confirm the public phone, email, address, and hours.
  3. Add or remove a temporary visitor notice if needed.
  4. Enter the confirmation date, save, and check the Contact page.
Update visitor information

Review event participants

  1. Open Events and choose Participants beside the event.
  2. Confirm that the attendee page names that event.
  3. Review one person at a time and choose the appropriate action.
  4. Add a note if needed, then save. Export includes only the selected event while the filter is active.
Choose an eventShow all event participants

Review a tour request

  1. Open tour and event requests.
  2. Read the visitor's date, group, and accessibility needs.
  3. Record contact or confirmation status.
  4. Add staff notes, then save.
Review requests

Screen a volunteer

  1. Open volunteer screening.
  2. Review one application at a time.
  3. Select Begin screening, Approve volunteer, or Not approved.
  4. Record notes, then save.
Screen volunteers

Add photos, audio, or video

  1. Open the Media Center and choose one media type.
  2. Drag or choose one photo, upload a reviewed oral-history transcript/listening copy, or paste the Society YouTube link.
  3. Complete source, permission, accessibility, and final-review details.
  4. Preview and publish only after approval.
Add media

Add or change a map pin

  1. Open Map Pins & Cards.
  2. Choose a place or select Add a new historic place.
  3. Complete the five plain-language sections.
  4. Save, then check both the Mercer County map and Virtual History Board.
Manage map pins

Publish a history story

  1. Open Stories.
  2. Choose a draft or select Add a new story.
  3. Complete the source and public details.
  4. Save, then check the public Stories page.
Manage stories

Run the Silent Auction

  1. Open the auction workspace and complete event, payment, terms, and pickup readiness.
  2. Add each item and document ownership, donor consent, condition, and starting bid.
  3. Verify each bidder's external payment reference before making the bidder eligible.
  4. Enable the event; after closing, finalize winners and track payment, receipt, and pickup.
Open Silent Auction Workspace

Print a placard with a QR code

  1. Open Placards & QR Codes.
  2. Choose an already published record.
  3. Build and review the placard.
  4. Print it, then test the QR code with two phones before placing it.
Build a placard

Check the public site

  1. Open the page affected by your change.
  2. Confirm names, dates, images, and links.
  3. Check the page on a phone if possible.
  4. Return to Board Access for another task.
View public site

Download a backup

  1. Open Backup and Restore.
  2. Choose the protected backup download.
  3. Save the file in the Society's approved location.
  4. Do not email or publicly share the backup.
Open Backup and Restore