Managing the content that populates your Experience Portal.
In this article:
What is Pages?
The Pages management area of your Experience Portal allows you to build and manage all pages within your site. To access this area, log in as an admin to your Experience Portal and select Pages from the Tool bar.
On the Pages landing page, you’ll see a list of all pages associated with your site, including those necessary to operation (i.e. authentication pages like Login and Forgot Password as well as error pages), which have been pre-loaded. From this landing page, you can sort and filter pages by status, page type, and which user groups have access.
The icons to the left of the page name indicate the page type (content, homepage, authorization, account, error, search, asset display, or media display). These can be filtered using the dropdown above. To ensure site functionality, some page types have restricted editing capabilities.
Here, you can create new pages; edit the visibility, add SEO, adjust the status of existing pages; duplicate pages; and copy page URLs to make sharing easy. You can also archive, restore, and delete pages.
Creating Pages
From the Pages landing page, click + Create page in the upper right corner. You’ll be taken to the page creator, starting with page details.
Details
On the Details screen, you’ll be asked to provide basic information about your new page, including:
- Page name: A public-facing title for your page. This name will appear within search results but can be edited later. This identifier does not need to match the page label in Menus.
- URL slug: The unique identifier that appears after the slash in your URL. This does not need to match the page name and can be edited later.
- Notes: Optional details about a page or its contents for admin use. These details do not appear in search results and are not visible to users.
In this step, there are also options to:
- Hide a menu from the page, which removes the top-level navigation from view for users. This can be useful for creating unique landing pages, event pages, and more.
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Show anchor links, which allows you to add a secondary navigation to the page. This can help users navigate long, content-dense pages and reduce scrolling by allowing them to quickly jump to relevant information using links on the left side of the screen.
Visibility
In this step, you’ll determine who can access your page. Choose from a list of existing user groups under the Private tab to keep the page internal and require a login to access page content or select the Public tab to make the page accessible to anyone with the URL. Page visibility can be edited anytime.
Tip: Public-facing pages are often used in conjunction with hiding the menu from the page, which can be selected in the previous step.
SEO
This step ensures your users can find the page using Search within the site. Here you can enter an optional page description and keywords that will appear in search results.
Scheduling
This step allows you to set a publish and/or expiration date for the page. Publication or expiration dates must be at least one day in the future. Once expired, previously published pages revert to a draft state and can be republished again.
Review
The final step is a chance for you to review the details associated with your new page. Use the Back button to make changes or select Create page to finish the page creation process.
When you return to the Pages landing page, sort by Newest to Oldest to find your newly created page.
Managing Pages
Editing Page Content
To edit the content that appears on a page, click the page name or the three-dot menu and select Edit page. This will take you to My Site and the page building experience.
Note: Some pre-loaded pages, like those used for authentication or 404 errors, are essential to the site’s functioning and have restricted editing capabilities. While some content and settings for these pages may be changed, certain fields may be restricted to ensure your site functions properly. These pages may be duplicated but can’t be deleted.
Editing Page Settings
Page details can be managed from the Pages landing page. To make changes to a page’s details, visibility, SEO, or status, click the three-dot menu associated with the page and select Manage page settings. Save your changes as you go.
Assigning Pages as Homepages
Under Details, you’ll have the option to toggle Make homepage, setting the page to be a homepage for assigned user groups. Upon login, only those assigned user groups will see this page as their homepage. User groups can be created in Settings and assigned on the Visibility tab of page settings.
Sites can have more than one homepage to customize the experience for different audiences. To create additional homepages, toggle on Make homepage for the relevant pages and assign them to the appropriate user groups.
Multiple user groups can be assigned to a single homepage (such as Homepage B, below, created for Vendors and External Partners). But individual user groups can’t be assigned more than one homepage at a time. For example, if Employees are assigned to Homepage A, below, they can't be assigned to Homepage B, too:
Users assigned to multiple user groups will see the homepage associated with the oldest group. For example: Dan was assigned to Group 1. He sees the homepage associated with Group 1. Later, Group 2 is created, with its own homepage, and he’s assigned to that group as well. Because Group 1 is older, he’ll still see the homepage assigned to Group 1.
Caution: When enabling multiple homepages, homepages will need to be assigned for each user group. If user groups do not have a homepage assigned, they'll see an error page upon logging in.
To reassign a user group to a new homepage, first unassign that group from it's existing homepage. The user group can then be reassigned.
Pages assigned as homepages will have a house icon next to their name on the Pages landing page and can be filtered for by selecting Page type > Homepage.
Publishing, Scheduling, and Editing Page Status
Manage page availability on the Status tab. Here you can quickly make changes to current page status and schedule future status changes. An overview of page statuses and what they mean:
- Draft – The default page status for a new page. Not live to users.
- Published – A page live to permissioned users.
- Scheduled – A page with a publish date at least one day in the future.
- Expired – A previously published page. Not live to users.
- Archived – Not live to users. Can be restored or deleted.
Note: Pages can also be published, scheduled, or placed in draft mode from the Page Settings dropdown in My Site.
Duplicating Pages
The ability to duplicate pages is a useful tool for replicating approved layouts, getting a head start on similar content loading, or experimenting with layout changes without affecting pages on the live site.
To duplicate a page, click on the three-dot menu associated with the page and select Duplicate. You’ll be taken to a screen similar to that of creating a new page, except with much of the info already included. Duplicated pages inherit the page settings of the page that was duplicated, with the exception of page status. Duplicated pages are automatically created in Draft status and need to be published manually. Make any changes needed and click Save changes before returning to the Pages landing page.
Copying Page URLs
Quickly share a page URL by clicking on the three-dot menu associated with the page and selecting Copy URL. This copies the live page URL. If the page is assigned to a private group, the page must be published and users must be permissioned and logged in to access it. Public pages must be published.
Archiving, Deleting, and Restoring Pages
There are two ways to remove pages from your site:
- Archiving pages is a good way to manage content you may want to unpublish or limit changes to but keep for later use. Pages that have been archived are still stored in the Pages list and may be viewed by admins, duplicated, deleted, or restored, however no changes can be made to an archived page’s content or settings without restoring it first.
- Deleting a page removes the page from your site permanently. Deleted pages may not be retrieved or restored. Pages must be archived first before they can be deleted.
To archive a page, select Archive within the page’s settings or in the three-dot menu associated with the page.
To restore an archived page, click on the three-dot menu associated with the page and select Restore. Pages can also be restored within the page’s settings. Restored pages include all the original metadata but return in draft mode and will need to be republished to appear on the live site.
To delete a page, it must first be archived. From the three-dot menu associated with the archived page or within its page settings, select Delete. This action cannot be undone.