Table of Contents

Editor Role

An Editor is capable of both creating and editing pages and publishing them to the website.  They are also able to edit pages they did not create.  Editors have more control over the content of the website than Authors.  An Editor will have a few more features on their home page than an Author.  Aside from the gadgets an Author has (which are described in the Author Tutorial), the Editor also has access to a Content Tab, where templates and layouts can be created and edited.  This tab will be covered later in the tutorial.

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Add a page as an Editor

Edit a page as an Editor


Editing a Page

See: Editing a Page

Editing from the Home Page

An Editor will likely have pages pending in their "pages waiting for my approval" gadget.  This gadget will provide links to pages that require an Editor's review before being published to the website.  An Editor will be taken to the following page from the gadget:

From here, the Editor can publish the page, or preview, edit, or delete the page. They can also send it along for further approval, meaning an Administrator will be responsible for final approval and publishing.  The Edit Draft page is identical to the Editing page in the Author Tutorial, and the application contains the same functions for both user roles.

Editing from a Search

An Editor can also search the Website Tree for pages to edit, perhaps to update content or to make a requested change for the creator of a page.  From the Website Tree search, an Editor can also do batch deletes, or preview a site to determine if it is satisfactory.

Editing from the Website Tree

Using the Website Tree, an Editor can right-click on a page they would like to edit, and once "Edit" is clicked on, that page will be brought up for editing.

Adding a Page as an Editor

See: Adding a Page

Adding a page as an Editor is similar to adding a page as an Author; an Editor will have to use the Website Tree to Add a Page, right-clicking near where they'd like the page to appear and hitting "Add page above", "Add page below" or "Add page under". 

An Editor has the ability to add additional page types; these types can allow for different formatting and behavior within the site, adding a sophisticated control over how different pages exist in the site.

Friendly URLs

An Editor and an Administrator both have the ability to set a "Friendly" URL for a site; this is a URL that includes keywords to tip off users and searches as to the page's content, giving it a more intuitive URL name that describes it more fully than the automatic numeric URL might.

Editor Capabilities

An Editor is capable of changing several additional things about a page, and can control those changes using tabs in the Content screen.

Status tab

The Status tab informs the Editor of the history of changes made to the page, displays any scheduled Online or Offline timing settings for the page, and displays the content summary.  This information can be useful for an at-a-glance preview of the settings of the page.

Layout Tab

The Layout tab controls the layout for the page, as well as the layout for any children pages. It allows the Editor to set a specific layout for the page, which may change how the content is arranged in the page.  Editing and adding layouts will be covered later in this tutorial.

By clicking the "..." button, a screen will be brought up where the specific part of the layout can be changed to match another page, or match a default setting for the layout, through selecting within the Panels view.  The page tree shows the order of the page panels. By clicking the "..." button, you can choose which panel goes into the slot the button belongs to.

Properties Tab

The Properties tab allows an Editor to set specific properties for the page, including the following features:

  • Whether a Non-Member Firm Admin can access the page
  • Tracking popularity of the page
  • Making it searchable, or non-searchable
  • Redirecting a user (through Force SSL) to an https site for sensitive transactions
  • Allowing or disallowing public access--determines whether a person has to be signed in to see the page
  • Allowing or disallowing Non-member and Member access.
  • Showing or not showing the page in the site map, global navigation and secondary navigation
  • Whether the page inherits a layout or properties from a parent page. If these boxes are not checked, but the "Override inheritance" box is checked and the "Save and Apply to Children" button is clicked, the page will still inherit the layout from a parent page.
  • Whether a page will appear in the RSS feeds
  • Whether rating the page is allowed

When "Save and Apply to Children" is hit, any children pages as well as the current page will convert to the settings the Editor has decided upon.  Hitting the "Save" button will change only the current page.

Content Tab

The Content Tab allows the Editor to alter pre-set templates for Meta Data, Content templates, Code Snippets and Layouts.


Metadata tab

This tab allows Editors to add or edit Global Meta Data templates that can be applied to a page. Automatic keywords and a description can be generated or edited by the Editor, along with naming and describing the Meta Data template itself.  These keywords and the description can be used in the Meta Data section to apply to a page.

Content Templates Tab

This tab allows an Editor to develop or edit templates to apply to entire pages, resulting in uniform formatting throughout a site for a particular type of page.

An Editor can decide on a name and description for a template.  Informative names and descriptions can guide a user toward an appropriate template.

An Editor can decide to which pages the template should apply.

The template content can also be edited, using the WYSIWYG interface.

Code Snippets Tab

Code Snippets are small pieces of html a user can place directly into a page. These Snippets can be a real time-saver when developing a page.

These Snippets are also edited in the WYSIWYG interface, similarly to the Content Templates.

Layout Tab

 A layout is basically the panels that make up a webpage. Layouts can be edited or added through this tab, then used to format specific pages.

Above is pictured the bottom half of the editor. This half is the layout of the webpage, the order in which the layout will be put on the page. The top of this portion has the header HTML, and the bottom of the page has the footer copyright. Each shows the display name on the left of the menu, followed by the way the panel is embedded into the webpage. Under the embedded column, you can choose to embed the panel as a plugin, or as a page. You can use the select a page "..." component button to bring up the web tree for this specific page.


The page tree shows the order of the page panels. By clicking the "..." button, you can choose which panel goes into the slot the button belongs to.

Further reading