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Pilot Mountain, North Carolina

Website Quick Guide for Town Staff

Short, step by step help for updating the Town of Pilot Mountain website. Every screenshot comes from the real website.

Go to the dashboard

Try it yourself on the demo site

Sign in at pilotmountainsamplesite.customapplicationdevelopment.online/admin, or press Staff Sign In at the top of any page.

Demo logins for the sample site
AccountEmail and password
Administrator (edits everything)demo.staff@pilotmountain-demo.org / PilotMtnDemo2026!
Police Department editorpolice.editor@pilotmountain-demo.org / CreekMain-8767!

These are demo logins for the sample site only. Each staff member gets their own login when the new site goes live.

1. Sign in

What this is for: Sign in to turn on the Edit buttons across the website.

  1. Go to any page on the website.
  2. Press Staff Sign In in the teal bar at the very top right.
  3. Type your work email and your password.
  4. Press Sign in.
Top of the website with the Staff Sign In link marked as step 1.
Sign in form with the Email box, Password box and Sign in button marked 1 to 3.

2. The dashboard and the Editing mode bar

What this is for: The dashboard lists every task. The Editing mode bar gives you the same shortcuts on any page.

  1. After you sign in, you land on the Website editing dashboard.
  2. Press a big button, for example Post News or Edit a Page, to start a task.
  3. While signed in, the teal Editing mode bar stays at the top of every page.
  4. Press Edit this page in that bar to edit the page you are looking at.
Website editing dashboard with the Post News and Edit a Page buttons marked.
Editing mode bar with the Edit this page button marked.

3. Edit this page

What this is for: Change the words on any page.

  1. Open the page you want to change.
  2. Press Edit this page near the top of the page.
  3. Click in the Page text box and change the sentence. Use the toolbar for bold, lists or links.
  4. Press Save. The live page updates right away.
Town history page with the Edit this page button marked.
Edit form with the Page text box marked as step 1 and the Save button marked as step 2.

4. Change a photo

What this is for: Put a new photo on the homepage or a department page.

  1. On the dashboard, press Upload Photo. On a page, press Edit and then Replace photo.
  2. Press Upload and drag your photo into the box, or press Choose from library.
  3. Describe what is in the photo. This is required for people who use screen readers.
  4. Drag on the preview to choose the part that must stay in view.
  5. Press Save (on the dashboard this button says Use this photo).
Upload panel with the drop box, the Describe the photo box and the Upload button marked 1 to 3.
Crop preview with the focus point, the photo description and the Use this photo button marked 1 to 3.

5. Post news

What this is for: Share an announcement on the homepage and the News page.

  1. On the dashboard, press Post News.
  2. Type a short headline.
  3. Type the story in the Full story box. A photo is optional.
  4. Press Publish.
Post News form with the Headline, Full story and Publish button marked 1 to 3.

6. Upload an agenda or minutes

What this is for: Add a meeting PDF to the Agendas and Minutes page.

  1. On the dashboard, press Upload Agenda or Minutes.
  2. Pick Agenda or Minutes, the board, and the meeting date.
  3. Drag the PDF into the box, or click the box to choose the file.
  4. Press Post document.
Upload Agenda or Minutes form with the meeting date, PDF drop box and Post document button marked 1 to 3.

7. Change the alert banner

What this is for: Show a notice at the top of every page, such as a meeting or a water outage.

  1. On the dashboard, press Update Alert Banner. You can also press Edit alert on the banner itself.
  2. Turn the banner on or off and pick Notice or Urgent.
  3. Type the message. Pick a page to link to if you want.
  4. Press Save.
Update Alert Banner form with the Alert message box and Save button marked.

8. Undo a change

What this is for: Put back the earlier version if something was changed by mistake.

  1. Go to the page or section that changed.
  2. Press Undo / history next to its Edit button.
  3. Press Undo last change, or press Restore next to an older version.
  4. The earlier version is back on the live site right away.
Page with the Undo / history button marked.
Undo window with the Undo last change button marked and a list of earlier versions.

9. Check form submissions

What this is for: Read what residents send through the online forms and track your follow up.

  1. On the dashboard, press Form Submissions.
  2. Press Show details to read a submission.
  3. When the request is handled, change Status to Done.
  4. Use the Show menu to see New, In Progress, Done or All.
A submitted Report a Concern form with the Status menu set to Done and marked.

10. Add a staff editor

What this is for: Let a department head update their own department page.

  1. On the dashboard, press Manage Staff Editors.
  2. Type the person's name and work email.
  3. Under Can edit, pick their department.
  4. Press Add. They can then sign in and edit only that page.
Add an editor form with Name, Email, Can edit and the Add button marked 1 to 4.

11. For department editors

What this is for: Department editors go straight to their own page after signing in.

  1. Sign in with Staff Sign In. You land on your department page.
  2. Press Edit this page to change the text.
  3. Press Add a photo to add a photo. It is sized to match the others.
  4. Press Post an update for my department to share news.
Police Department page for a signed-in editor with Edit this page, Add a photo and Post an update for my department marked 1 to 3.

Need help?

  • Made a mistake? Press Undo / history next to the Edit button. Every save is kept.
  • Cannot see an Edit button? Make sure you are signed in. Department editors only see Edit on their own page.
  • Forgot your password or need access? Ask the website administrator at Town Hall.
  • The dashboard has a short "How do I..." list with these same tasks.