Contents

Author Role

Author Role

Authors are restricted to writing articles and editing article, wiki, media and collection pages. They are restricted from editing any other portion of the website. All articles written by an author must be approved by an editor or administrator before they can be published to a site.

Follow Along with these Video Tutorials

Add a page as an Author

Edit a page as an Author

 

 An Author will see the following when they login to the CMS:

An Author is able add or remove gadgets on their home page to update them regularly on several features.  They can use gadgets to see what pages they have recently created, edited, viewed, which of their submitted pages are pending approval and what pages require edits prior to publishing.  They can see a regularly updated list of product news to keep them up-to-date on developments in Brycegroup products.  They can track their support hours, and see the top pages visited by their website users.  They can also create and edit pages and collections from this interface.

Creating a Page

See: Adding a Page

When the "Create a Page" button is selected, the Author is able to create a new page.  Creating a "Collection" works in the same way as creating a "Page", however a "Collection" may contain Collection pages underneath it, which are displayed in a table of contents on the website.

Commands


  • Preview allows you to see how this draft is going to appear on the website. This does not render WYSIWYG components.
  • Save will save the current temporary draft to the working draft. In other words it saves your modifications.
  • Save & Send for Approval saves your work and sends it to the approval bucket. The approval process may vary on your specific CMS installment.

Page Parameters

Although there can be many page types in the CMS, the infrastructure supports a set of common properties for each type. Below you can see that all pages support:

  • Name – this acts as the page title and the name that is displayed in the CMS
  • Member only – this will by default set a page to only allow members to view
  • Start Date – this defines the date in which the page should be published
  • End Date – this defines the date in which the page should be taken offline
  • Page is Link –by selecting the Page is Link checkbox, you can preset this page to act as a link to a URL. The Options field can be used to set the link target that may for example, cause the link in the navigation to open in a new window
To select a location, use the Website Tree to your left to determine where in the website you'd like your page to appear. 

 

The Start Date defines a specific date and time. The End Date acts the same as the Start Date; except that it defines when the page goes offline. When a page goes offline, it cannot be accessed. The Delete when Ended checkbox will remove the page from the CMS and Website if selected at the End Date selected.

Content Creation

The tabs below are the available areas to edit in the draft.

  • Content – this usually has a WYSIWYG control where you can edit the main content of the page
  • RSS – this tab allows you to determine which, if any, RSS feeds will include this page.
  • Notes – this tab displays the approval process notes for this draft that have been added by the author and approvers (editors)
  • General – this tab displays generic handling information that is available to all page types
  • Meta Data – this tab displays the Meta Data editor, where you can define the values this page will output

Content Tab

Content Editing is done in a WYSIWYG control, such as the one below.  Please refer to the WYSIWYG Component Editor documentation for more details.

This button is a function for inserting and editing embedded WYSIWYG components. This is used for article and events list components by default. Additional components can be installed and added to this list.

 

 RSS Tab

Notes Tab

General Tab

The "General" tab allows you to automatically generate a summary of your page from the page content, or control the summary of the page by adding your own text and unchecking the "Automatically Generate" box. Author / Publish Notes are the Notes field used for publish comments displayed in the Publish History. Content Summary is used when the page is part of a list of "Pages" and will display under the page title in the list.

Metadata Tab

Metadata is on the page’s < meta > tag output. This information assists with search engine optimization. The option Also Include MetaData From: allows you to select from the list of global metadata, to merge this page’s values with that of the global values in the page output.  When clicking the edit icon or add button, you will see this window:

 

This allows you to edit a particular entry. Name is the title value of the < meta > tag. An example is "keywords". There is a button you can press to bring up a list with some common values. These values are defined in the CMS Configuration Settings area of the CMS.  The Content area allows you to add values you feel are relevant to someone attempting to find this page.

Completing a Page

Once a page is finished, an Author may submit the page to an Editor or Administrator to be accepted or rejected.  If accepted, the page will be published by the Editor or Administrator.  If rejected, the Author will be able to edit the page and resubmit for approval.

Creating a Page Using the Website Tree

The Website Tree can be used to create pages as well. An Author may locate in the Website Tree where they'd like their page to appear, and right click on a location near where they'd like their page to be.

From there, an Author can Add a Page above "My Society", meaning it will appear above this page in a list of pages on the "Support" page.  They can also Add a Page below "My Society", where it would appear below that page on a list of pages in the "Support" page."Add Page Under" will make an Author's page a child page of "My Society", meaning it will show up as nested under the "My Society" page.

From there, the Author can create the page in the same manner as if they'd clicked the "Create a Page" button.  They will be given options, however, as to the "type" of page they are creating.  See the Page Type CMS documentation to learn about the different page types.

Editing Pages as an Author

See: Editing a Page

An Author can edit any pages they create, one of three ways.  They can click the "Edit Page" button at the top of their "Home" page, they can search through the Website Tree for a specific page, or they can right click on the page in the Website Tree and select "Edit".  They will be taken to the following page and allowed to edit the page freely:

After editing, an Author can submit the page for approval.  An Author can only edit certain page types, including Wiki Pages, articles, collections, Media pages and developer Wiki Pages; if they attempt to Edit a Page they don't have editor rights for, they will receive the following error message:

Further reading