Introduction¶

This article provides instructions for admin users on how to add, edit, and remove domains.

Add a domain¶

This section provides instructions for admin users on how to add a domain.

1. Click Admin Settings (gear icon) on the top menu bar of any page in the platform. The Domain Settings page opens.

   

2. Click Add New Domain.

   
3. The New Domain pane opens.

Domain Details section¶

Provide the following information in the Domain Details section.

• Title (required field): Click in the field and type in a title for the domain.

• URL (required field): Click in the field and enter the website URL.

  Note

  Keep in mind that website addresses that end in .com and .eu, for example, are two different domains. Each domain has a unique script and needs to be entered as a separate domain in the list.

• CMS: Click to expand the list and select the CMS. If it is not shown, contact the support team to see if it can be added.
• Language: Click to expand the list and select the main language for the site. This will determine which dictionary is used to detect spelling and other errors.

Scan setup¶

The following sections are covered in the Scan setup instructions:

• Scan
• Crawl Options

For more information, visit Domain Scan setup.

Advanced Domain Options section¶

Provide the following information in the Advanced Domain Options section.

• Path Constraints

  For instructions, visit Path constraints and link exclusions.

• Link Excludes

  For instructions, visit Path constraints and link exclusions.

• Internal URLs

  For instructions, visit Scan password-protected and internal pages.

• Login Type

  Select one of the following login types:

  • None
  • Form
  • Office (365 Beta)
  • Basic Auth
  • Custom Multistep

Features section¶

This section provides instructions on how to fill out the Features section.

• Accessibility: Click the drop-down arrow and select the accessibility level that is desired or required for the website.

  Important

  When you change the accessibility level, the existing Accessibility Score scan information is erased and the new standard starts over from the beginning with the next scan. All of the history is lost. It is advised to activate a new level only when you are ready to make the updates needed, or if it becomes a legal requirement for your location/organization.
  If you change the scan to Exclude checks that require manual review, you might not see other potential accessibility violations on your website.

  Check with your legal department to find out which level is needed for your industry/location to be considered accessible. 
• Source code excludes: Click the drop-down arrow and select domains to exclude from the scan.
• For more information, visit Source Code Exclusions.
• PDF accessibility: Click the drop-down arrow and select the level of accessibility for the PDF pages included in the scan. The choices are WCAG 2.0 and WCAG 2.1.
• Readability: Click the drop-down arrow and select a readability standard to determine the level of difficulty of the website text, to ensure that the correct audience is targeted. The choices are Flesch Kincaid and LIX.
• Note

  • The two types of readability tests that we use are Flesch Kincaid for English and LIX for foreign languages.

    • The Flesch–Kincaid readability test for English text measures word length, number of syllables per word, and sentence length. The formula for the Flesch readability score (FRES) test is as follows:

      206.835 - 1.015 (total words/total sentences) - 84.6 (total syllables/total words)

    • The LIX method is used for foreign languages and the readability formula is as follows:
      ​LIX = A/B + (C x 100)/A, where
      ​A = Number of words
      ​B = Number of periods (defined by period, colon, or capital first letter)
      ​C = Number of long words (More than 6 letters)

      For more information, visit: Quality Assurance: Readability

  • Minimum words: Enter the minimum number of words that a page should contain for the readability score to begin calculating. Pages that have fewer words than indicated are not included in the readability score.

• Statistics: Toggle ON to turn on this feature and begin to track website visitor statistics.

  For more information, visit Statistics setup.

• PageCorrect: Toggle ON to turn on this add-on. Click the link to navigate to the PageCorrect Settings page.

  PageCorrect allows users to identify and correct website errors such as quality assurance errors and accessibility issues.

  For more information, visit PageCorrect setup.

• Data Privacy: Toggle the switch OFF or ON. Click the link to navigate to the Domain Data Privacy Settings page.

  The Data Privacy module identifies potential data privacy issues. It can serve as a form of documentation that allows website owners to show their efforts to be compliant with local regulations.

  For more information, visit Data privacy setup.

• Scan documents: Toggle the switch ON to include documents in the scan.

  The scan is a powerful tool that does a scan on all pages of a website. With Scan documents selected, we also do a scan of documents on the website. The document scan identifies all of the same types of issues as a domain scan.

• PageAssist: Toggle the switch ON to activate. Click the link to navigate to the PageAssist Settings page.

  PageAssist allows website visitors to make custom visual adjustments to suit their unique requirements.

  For more information, visit PageAssist setup.

• Consent Manager: Toggle the switch ON to activate.

  The Consent Manager module includes everything that you need to classify and set up user cookie acceptance and website cookie banners. This module also includes automatic cookie scan detection and cookie maintenance.

  For more information, visit Consent Manager setup.

Add Users section¶

Tick the box on the same row as a user to send regular reports and grant access.

• For more instructions, visit Users.

Edit a domain¶

This section provides information for admin users on how to edit a domain.

1. Click Admin Settings (gear icon) on the top menu bar of any page in the platform. The Domain Settings page opens.

   

   The Domain Settings page opens.

   

2. Click Action on the same row as the domain to scan. A drop-down list opens.

   

3. Select Edit Domain from the drop-down list.

   

   The Edit Domain page opens.

   
4. Edit as needed. Refer to the previous section Add a Domain for instructions on how to fill in the fields.
    
5. Important

   When you change the accessibility level, the existing Accessibility Score scan information is erased and the new standard starts over from the beginning with the next scan. All of the history is lost. It is advised to activate a new level only when you are ready to make the updates needed, or if it becomes a legal requirement for your location or organization.
   If you change the scan to Exclude checks that require manual review, you might not see other potential accessibility violations on your website.

6. Save the changes.

Remove a domain¶

This section provides information for admin users on how to remove a domain.

1. Click Admin Settings (gear icon) on the top menu bar of any page in the platform. The Domain Settings page opens.

   

   The Domain Settings page opens.

   

2. Click Action on the same row as the domain to scan. A drop-down list opens.

   
3. Select Remove Domain.

4. A dialog box asks for confirmation. "You are about to delete the domain (domain name) please type Delete to confirm this action."

   

5. Type the word "Delete" in the text box and then click OK to remove the domain. Click Cancel to close the dialog without removing the domain.

   Important

   When you delete a domain, all of the related domain groups are also deleted.

   The dialog closes and the domain and all related domain groups are gone from the list.

Advanced domain options¶

This section provides information for admin users on the available advanced domain setting options.

1. Path Constraints

   Use Path Constraints to instruct the scan to only process parts of a domain. The scan regards URLs that match the pattern as internal on the site, and URLs that do not match are regarded in the same way as external links.

   A Path Constraint can be a word or a regular expression. In most cases, users set up Path Constraints to:

   • Restrict the scanner to only recognize parts of a site with a pattern such as ^/en
     This instructs the scan to handle any URL that does not begin with /en, for example, 
     http:/ /foo.com/fr/bar 
     as an external link. For example, the crawler tests the link but does not follow any links on 
     http:/ /foo.com/fr/bar.
   • Instruct the scan to ignore parts of the site with a pattern. For example !^/fr
     This instructs the scan to handle any URL that begins with /fr, for example, 
     http:/ /foo.com/fr/bar 
     as an external link. This means that the scan tests the link but does not follow any links on 
     http:/ /foo.com/fr/bar.

   The difference between the two is that in the first case ALL pages under /en are scanned and nothing else. In the second example, all pages EXCEPT /fr are scanned.

   Important

   When you use Path constraints, make sure that the URL for the domain is set to a page that matches the constraint.

   If you do not do this, the scan will only run on one page, since the scanner cannot proceed to any other page than the page it starts on.

   For example. with a constraint of "^/en/booking", starting the crawler on 
   http://foo.com 
   will not work. The crawler will request 
   http://foo.com
   and it will receive the page, and find that no links match 
   http://foo.com/en/booking
   and this will result in just the first page being scanned.

   For more information, see the user guide article:

   Path constraints and link exclusions.

2. Link Exclusions

   You can choose to exclude a word or a regular expression. Use Link Excludes to instruct the crawler to completely ignore a link on the pages. Pages that match the pattern are not tested.

   Use Link Excludes to:

   • Filter out print pages with a pattern such as print=true

     This instructs the scan to ignore (and not test) any URL with the pattern, for example:

     http://foo.com/bar?print=true

   • Filter out redirected login pages with a pattern such as:

     login.aspx?return_url=zyx.

     This instructs the scan to ignore all URLs with the pattern, for example http://foo.com/bar/login.aspx?return_url=zyx

     Tip! If "Scan subdomains" is turned on for the domain, use the § sign in front of the exclude pattern to match URLs that use the full string instead of the relative one.

     For example, to exclude the scan for the "blog" subdomain, enter the pattern:

   copy

   §http://blog.foo.bar

   For more information, see the user guide article:

   Path constraints and link exclusions.

3. Internal URLs

   Configure internal URLs with the following options in this section:

   • Operator: Click the drop-down arrow to select Contains, Starts with, or Regex.
   • Url: Type a URL in the field.
   • Delete: Click the trashcan icon to delete the row.
   • + Add: Click to add a new Input Selector. An empty row appears in the list.

4. Login Type

   This section provides instructions on how to fill out the Login Type section.

   

   Click the drop-down arrow and select a login type. The choices are:

   • None: The site does not require user logins.
   • Form: The field expands. The expanded input fields specify the CSS selectors that identify the various form fields and buttons. The following input fields open:
     • Input selector: (Required field) Enter the CSS ID or class selector to search for.
     • Default Value: Click to hide or show the input text. Click in the dialog box to set a default value for the selector.
   • Delete: Click the trashcan icon to delete the row.
   • + Add: Click to add a new Form. An empty row appears in the list.
   • Submit selector: (Required field) Click in the dialog box and type in a string (without spaces) to identify the submit button for the form.
   • Verify URL: (Required field) Click in the dialog box and type in a URL address that the user will redirect to if the form is valid.