Knowledge Base

How to set up Brand Guidelines?

Reach out to your Customer Success Manager if Brand Guidelines are not enabled for your portal yet. They are happy to assist you in enabling this module for your portal.

Optionally you can choose to track your Brand Guidelines usage in Google Analytics. If Google Analytics has already been set up for your portal it will automatically track Brand Guidelines as well. Read more about it here. The following insights will be available:

  • Guide Overview Page Views

  • Guide Views

  • Guide Page Views

Once Brand Guidelines are set up, you can configure which user profiles can manage guides and write content and which profiles should only have viewing rights.

Go to settings_menu.pngSettings > Users & rights > Permission Management and set up the necessary permissions for the user profiles in your portal.

Manage guidelines or Manage advanced guidelines

Users with this permission can manage all published and unpublished guides and its content. This includes setting a cover image, managing access rights, changing the title or deleting a guide. The role is referred to as 'editors' and is intended for portal administrators.

Create guidelines or Create advanced guidelines

Users with this permission can create guides with content, manage their own content and view published guides created by other users. They cannot manage or modify guides that have been created by others.

View guidelines or View advanced guidelines

Users with this permission can view the content of all published guides. They cannot add or edit any guides or content.

Note

In order to avoid conflicting user rights only one Brand Guidelines permission can be set up per permission profile.

Now that your Brand Guidelines are set up you can start creating content. Check out the Quick Start Guide.