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Utilizing the Page Details screen

Page Moderation, including its Page Info and Activity Log sections, can be a great way to give others the ability to edit your website, while keeping a close eye on quality.

When selecting the editing pencil on the Pages Menu, you will be taken to the Page Details screen.

This screen allow you to:

  • Preview a page before editing

  • View your personal page draft

  • Set page permissions and invites

  • Copy Pages to other organizations

  • Check your page activity log

  • Configure your Page Info

  • Publish Status

  • Metadata

  • Page Password


Page Info

The Page Info screen allows for customization of Publishing Status and Metadata. The Pages Info screen can be found by selecting Page Info from the left side panel in the page details screen.

Metadata


Metadata Titles, Descriptions, Keywords, and Social Images can be edited from the Page info Screen, for individual CMS pages to help with how your webpages appear in search results.

As you fill out the metadata details, a preview will be available below. The preview shows an estimation of what could be presented on Google based upon the content you've customized.

Tip: While companies like Google pull details from metadata on website to create what appears in search results, they may additionally pull from other content on your site.

Password Protection

Per page passwords can be set from the Page info screen to restrict access to only a specific audience. Once a password is set, a person attempting to view the webpage will have to enter the password into a field correctly before the page contents becomes available.

Passwords Must:

  • Contain more than 6 characters

  • Contain a letter

  • Contain a number

  • Not contain spaces

After you are done typing a password, click Save Password.

You can additionally copy the password to your computers copy/paste clipboard by clicking Copy.

Warning: Items linked here from the Documents section are still accessible in the documents, even if used on a locked page.


Activity Log

An Activity Log will exist for all pages that display all recent activity for that page. The activity log is displayed as an option alongside Page Info on the screen after the user clicks the edit pencil for any given page.

The activity log will display:

  • When changes were made to each page

  • What users made changes

  • When Moderated Editors propose changes

  • Who approved Moderated Editors' changes and when

  • The Activity Log can additionally be used to Restore pages to previous versions

In the activity log users will be able to see all previous versions of a page. When restoring a previous version of a page the user will have the option to restore the version as their Draft or as the Main Version of the page. (Moderated Editors may only restore previous versions to their Draft)

Tip: If you already have an existing Draft you won’t be able to restore a previous version to your draft without discarding the existing draft first.


Discarding Drafts

To discard a draft, first click the Edit Draft button located on the top right corner of the Page Details Screen. Once on the editing screen click the ... button, and choose Discard Draft. This will bring you back to the main page details screen to start a new edit.


Request to Publish/Unpublish

On the page details screen users without Page Admin permission granted, see a Request to Publish or Request to Unpublish button depending on the Page’s current status.

Once this button is clicked, a request will be emailed to any user that has Page Admin permission at that organization level.

Page Admins can choose to approve or decline a request and if declined, a note for feedback can be sent back to the user who made the post

Warning: No additional requests can be made until the current request is either approved or declined by an Admin, or canceled by the user who submitted it.


CMS Page Roles

With page roles, permissions are set on a page-by-page basis when a page is marked as restricted. There are three different roles that a user can have on each page

  • Owner - Page owners can make changes to the page without needing approval. Owners can also approve the changes that are submitted by Moderated Editors. Page owners may also add additional users to the page and adjust the roles assigned to other users on the page

  • Editor - Editors can make edits to the page without the need for approval

  • Moderated Editor - All edits made by a Moderated Editor must be approved by a page Owner. Moderated Editors can make changes to their draft and then submit those changes for approval


CMS Moderation - Email Notification

Owners and Editors will receive email notifications when proposals have been submitted

Moderated Editors will receive email notifications when proposals have been approved or rejected

If comments were added to rejected changes those will also be included in the email notification.


CMS Permissions - User Management

There are two additional CMS sub-permissions available at the User Level:

  • Site Menu - Allows access to the Site Menu for each organization. Users must have this permission to access and edit the Site Menu

  • Page Admin - This permission makes the user an Owner of all pages at the Organization. This will allow them to add users and edit user roles for all pages.

Tip: Page Admin permission is required to Publish and Unpublish a page


Accessible vs Restricted Pages

Accessible - the page will be visible to anyone who has access to CMS

Restricted - the page will be restricted to those who are added to the user list via the button included or via the Page Permissions section in CMS


Page Scheduling - CMS Pages

Control when your content goes live or should be removed from the site by enabling/disabling the Schedule to Publish and Schedule to Unpublish toggles.

If you've already set a publishing date for a post but need to change it, you can easily adjust the date any time prior to publishing, or simply turn off either toggle to cancel them.

Page Scheduling changes will be recorded in the Activity Log for your page.

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