How to get started as an Account Owner/Administrator of Siteimprove
Summary
Get started as a new Account Owner or Administrator by adding sites and users, configuring relevant integrations, reviewing the pages in your Inventory, creating page groups, setting up Policies, and creating Dashboards and Dashboard reports.
As an Account Owner or Administrator with a large team of editors working with the Siteimprove Intelligence Platform, what should your first steps be before involving your editors? This article will help you get started as a new Account Owner or Administrator in Siteimprove.
Overview
Complete these setup activities before inviting editors to begin their work. Add and organize your sites and users, configure integrations, verify that the Inventory contains the correct pages, assign page groups, establish Policies, and create Dashboards and reports. Following this sequence gives editors the appropriate access, content scope, and monitoring tools from the start.
Adding sites, users, and integrations
Add Your Sites
Siteimprove needs to be able to crawl and evaluate content in order to be effective, so it makes sense to start by adding your site(s). In most cases, you should already have websites available for evaluation in your subscription, but you can add (and delete) sites at any time:
Add Your Users
Your Siteimprove subscription includes unlimited users for the platform services - the more the merrier! We highly encourage you to add everyone who is responsible for managing your digital content (at a minimum).
- How do I add a user?
- User Roles and Permissions
- How do I edit user access to Sites and Groups in Siteimprove?
- How to Create New Users [In-App Tutorial]
Configure CMS deep linking
CMS deep linking allows you to link, from a page with issues identified in our platform, to the editing environment for that same page in your CMS. Enabling CMS deep linking will allow you to save time when addressing the issues found.
Add the Siteimprove Analytics JavaScript code
If you subscribe to our Priority or Analytics features, you will need to install our JavaScript on each page that you would like tracked.
Additional integrations
Configure application integrations to make the most of the Siteimprove platform.
Make sure that the pages in your Siteimprove Inventory are correct
When you start using Siteimprove you might find pages that you do not want to have checked and maybe you have other domains that Siteimprove has not yet checked or indexed. Before editors work on resolving errors, make sure that the page index is correct. You can get an overview of the pages and content found in the Quality Assurance Inventory found at Quality Assurance > Inventory > Pages.
Set up page groups
Editors sometimes manage different areas of a website. For example, each department may have its own web editors. In such cases, we recommend you set up page groups so editors can focus on the areas they are responsible for.
Set up Policies to keep content fresh and consistent
Configure important policy checks for your editors to review. For example, checking for email addresses/names of former employees, locating words you want to avoid using, documents older than 3 years, trademarks, etc.
- How to use a Policy from the Library
- Useful Siteimprove Policies from Library [Login required]
- How to create your own Policy
- Siteimprove Policy and CSS Selectors
Create Dashboards and Dashboard reports
Set up Dashboard reports so editors get regular reminders of the status, progress, and actions needed to improve your website.
More getting started information
Check out more information on getting started in the following section of the help center.
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