How to get started as an Account Owner/Administrator of Siteimprove
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.
- Adding sites, users, and integrations
- Make sure that the pages in your Siteimprove Inventory are correct
- Set up page groups
- Set up Policies to keep content fresh and consistent
- Create Dashboards and Dashboard reports
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 deeplinking
CMS deeplinking 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 deeplinking will allow you to save time when addressing the issues found.
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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