Introduction¶

A domain group is a subset of pages on a domain that can be defined by an admin user. Groups are defined by rules, for example, page title, URL, and metadata. Users can then be granted different permissions to each domain group. The domain group does not require a new scan. Instead, all of the pages and links from the main domain scan are checked for any matches to the rules within a domain group. They then get assigned to the respective domain group. A page can belong to multiple domain groups, but only if it matches the rules. Domain group matching only applies to the child elements for the page if they match the domain group rules.

This article provides instructions for admin users on how to create groups and assign specific users to a subset of pages on one or more domains.

Create a group¶

This section provides instructions for site admins on how to create a domain group.

1. Click Admin Settings (gear icon) on the top menu bar.

   

   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. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

   

5. In the Domain Groups section, click Create new group.

   

   The Create New Domain Group page opens. The sections below give instructions on how to fill in the information needed to create a new group.

The Details section¶

This section provides instructions on how to fill in the fields in the Details section of the form.

1. Enter a name for the domain group in the Name field (mandatory field).
2. This is the group name that shows in the domain overview. If you are working from an export from another service, this entry may have the header: “Group Name”.

The Rules section¶

This section provides instructions on how to fill in the fields in the Rules section of the form.

1. Define a rule to determine which pages are included in the scan. If you are working from an export from another service, these entries may have the headers: “Match Conditions”, “Match Type”, and “Included/Excluded”.
2. Click + Add another rule. A new row appears.
   • The first field defines which part of the page you want the rule to match on. Click the drop-down arrow and select a value from the following choices:
   • Title: This is the same as the Title tag on the pages (might also include documents).
   • Path: Enter the path to match.
   • URL: This field matches the URL without the domain and subdomain. For example, if the URL is 
     ​http://www.monsido.com/features/web-accessibility 
     the URL matches /features/web-accessibility.

   • Metadata: This field matches a specific tag and value. For example, the Meta Tag in the example below could be used to define a rule that matches all pages with robots in the META name and index in the content of that META tag:

     copy

     <meta name="robots" content="index, follow">

     Here is an example of the recommended selections to choose for Metatdata groups, as these can be difficult to set up correctly:

     • Metadata

       That

     • is_exactly
     • Freetext

     • Freetext

       Is

     • Included.
   • Content: This field searches for matches on any content in the HTML or Document. This rule type is not enabled by default and it is not necessary under normal circumstances. To enable it, contact the support team.

   • Labels: Select a label to include all domains that have the label.

     For more information, visit:

     • Domain groups based on labels
     • Create and apply labels.
3. That: In the second field, click the drop-down arrow and select a value from the following choices:
   • Contains: Matches any place in the match string. For example, if the text to match is "foo" and the rule type is "URL" then this URL: 
     http://test.com/gofoo/bar is a match.
   • Starts with: Matches the beginning of the match string. If the text to match is /foo and the rule type is URL, then a URL like this: 
     http://test.com/gofoo/bar is not a match, while: 
     http://test.com/foog/bar is a match.
   • Ends with: Matches the end of the match string. If the text to match is "bar" and the rule type is "URL" then a URL like this: 
     http://test.com/gofoo/bar is a match, while: 
     http://test.com/foo/bar/ is not a match.
   • Is exactly: Requires an exact match between the match string and the match text.

   • Match (regex): Regular expression.

     In the third field, click on the text box and type in the text to match the rule.

   • Is: In the fourth field, click the drop-down arrow and select a value from the following choices:

     • Included
     • Excluded.
     Note

     Exclude takes precedence over include.

The Users section¶

This section provides instructions on how to fill in the fields in the Users section of the form.

1. Tick the box for each user to include permissions for:
   • Visible: This user can view group options.

   • Send Report: This user receives a report for this module after each scan.

     For more information, visit Report center instructions.

   • Admin: This user can add, edit, and delete group settings.

2. Click Save to save the group, or X to exit without saving and return to the Edit Domain window.

   A dialog box asks, “Would you like to update now? Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups”. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

For more information, visit Create and configure users.

Edit a group¶

This section provides instructions for Admin users on how to edit a group.

To update via the Groups settings:

1. Click Admin Settings (gear icon) on the top menu bar.

   

   The Domain Settings page opens.

   

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

   

3. Select Edit Domain in the drop-down list. The Edit Domain page opens.

   
4. Click Groups on the pane navigation, or scroll down to the Domain Groups section.

5. Click Action and then select Edit on the same row as a group.

   
6. Edit as needed, the instructions are in the Create a Group section of this document.
7. Save the changes.
8. A dialog box asks, “Would you like to update now? Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups”. Click OK to update the group changes now, or Cancel to delay it until the next page scan.

Update groups¶

This section provides instructions for Admin users on how to update group changes without performing a complete URL scan.

1. Click Admin Settings (gear icon) on the top menu bar.

   

   The Domain Settings page opens.

   

2. On the same row as a domain, click Action.

   

   The Action menu expands.

   

3. Select Update All Domain Groups.
   A dialog box informs, “Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups.”

   In the dialog box, click OK to continue. The scan identifies the appropriate pages from the current inventory of pages, as identified from the most recent scan.
   Alternatively, if you have more to update, continue in this way:

4. Select Edit Domain.

5. The Edit Domain page opens.

   
6. Click Groups or scroll down to the Domain Groups section.

7. Click Update Groups.

   

   A dialog box informs, “Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups.”

8. In the dialog box, click OK to continue. The scan identifies the appropriate pages from the current inventory of pages, as identified from the most recent scan.

For more information, visit Create and configure groups.

Delete a group¶

This section provides instructions for Admin users on how to delete a group.

1. Click Admin Settings (gear icon) on the top menu bar.

   

   The Domain Settings page opens.

   

2. On the same row as a domain, click Action.

   

   The Action menu expands.

   
3. Click to select Edit Domain.

4. The Edit Domain page opens.

   
5. Click Groups or scroll down to the Domain Groups section.
6. Click Action on the same row as the domain to delete.

7. Select Remove Group.

   
8. A dialog box opens with the text: “Are you sure you want to remove this group?” Click OK to approve. The group is gone from the list after the next scan.

For more information, visit Create and configure groups.

Update domain groups¶

This section provides instructions for Admin users on how to update group changes without entering the setup pages. This option updates domain groups without performing a new scan. Any changes that are made appear on the next scheduled or on-demand scan.

1. Click Admin Settings (gear icon) on the top menu bar.

   

   The Domain Settings page opens.

   

2. On the same row as a domain, click Action.

   

   The Action menu expands.

   

3. Click to select Update Domain Groups.

   A dialog box informs, “Updating groups can take more than 30 minutes. During the operation you will not be able to create and update groups.”

4. In the dialog box, click Cancel to cancel the update, or OK to continue. The scan identifies the appropriate pages from the current inventory of pages, as identified from the most recent scan.