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Quick Start Guide: Project Leads and Authors

This Quick Start Guide is designed for Project Leads and Project Authors to get your site up and running as quickly as possible. This guide will tell you how to edit, add content and save your project.

Logging In

You will be set up as a Project Lead and/or Project Author on a particular project (or multiple projects) by your Site Administrator. Assigned Project Leads and Project Authors have slightly different permissions:

  • Project Lead - abilities to add /edit content, view results, and publish live changes within their assigned project. Project Leads do not have the ability to create new projects or add members.
  • Project Author - abilities to only add/edit content and view results within their assigned project. They must submit changes made to any pages to the Site Admin for approval.

Your Site Admin will provide your username and password to log into the site. If you have not received your login details, please contact your internal Site Admin.

Managing your content

Only Site Admins can launch new projects. Once the project has been launched you can start to add and manage your content.

Adding Content

To add content, click on the toolbox from the toolbar. Once you have found the desired block, click (and hold) the tool icon and drag it onto the site into a block area.

You will notice that the existing content on your site will highlight in a light green outline. When you drag the tool around the page, you will see several thicker green lines, which indicate where your block will be placed.

Editing Content

To edit content, click on the Edit button on the toolbar (top left of the screen).

Hover over the content you would like to edit and then left-click on it. A dropdown list will appear in which you must select Edit Block.

editing content

For more instructions on how to edit and add content, please view Add and edit content.

Saving and Publishing

Once you have finished editing/adding content on your project page, you must click the Save icon on the toolbar. This will provide you with three options:

  • Save Changes - clicking the green Save Changes button will only save changes to the current project page. Assigned users to the project can view these changes, however these changes will not be visible to the public until published.
  • Submit to Workflow or Publish Changes - clicking on this blue button will publish the changes to the public. If the button reads Submit to Workflow (Project Authors), these changes will need to be approved by Site Admins, Team Leaders, or Project Leads before the page can be published live.
    • A notification email will be sent out to relevant Site Admins, Team Leaders, or Project Leads to approve/reject changes.
    • A notification will appear on the project page after you have selected Submit to Workflow to approve the page as well.
    • For Project Leads, the button will read 'Publish Changes' since these users can publish their changes directly to the live site.
  • Discard Draft or Discard Changes - the Discard Draft button deletes the draft project page and all the content that you have created. This button is only available when the project is in draft mode. The Discard Changes button will delete the changes that you have made since the last saving/publishing changes once the page has been published.

    publish