Introduction¶
This article gives information about the first steps you need to take to set up your domains and begin using the platform.
A few things are needed before you can get started, make sure that you have reviewed and are compliant with the necessary prerequisites.
For more information, see the user guide article:
Prerequisites.
Step 1: Inform Stakeholders¶
Web governance can affect many individuals across your company. Make sure you take some time to identify who will be impacted – both directly and indirectly. Examples of stakeholders to notify include content creators, marketing departments, SEOs, webmasters, project managers, and IT directors.
We provide a handy guide and email templates for you to send to your stakeholders.
For more information, see the user guide article:
Email Template Instructions.
Step 2: Add your Domains¶
Sign in and add all of your domains. Remember that domains with the same name that end in ".com" and ".eu" are two different domains.
For more information, see the user guide article:
Add, Edit, or Remove a Domain.
Step 3: Add the Script¶
Configure and add the script. Once the script is installed, see errors highlighted on the page where they occur and, if your package includes the Analytics module, statistics show up immediately.
For more information, see the user guide article:
Add the Script.
Step 4: Create Groups¶
You can create groups of pages and domains. This makes it easy to delegate responsibility across your team or different departments. Edit groups and add new groups at any time.
For more information, see the user guide article:
Step 5: Add Users and Assign Groups¶
Next, add users and assign them to groups. The platform allows unlimited users. During new user creation, assign them to specific groups. Choose users to receive specific reports and set up their access with view or edit permissions.
For more information, see the user guide articles:
Step 6: Invite Users to a Live Training Session¶
We offer optional live training. An onboarding specialist assists you and your team with setup and answers any questions your team members have. For further training, we also have a growing selection of webinars.
For more information, see the user guide article:
Next Steps
Once these basic steps are completed, the platform is ready to use. Our support team is here to support you every step of the way with great customer service, resources, and personalized solutions.
We have much more to offer than the basics above.
For more information, see the user guide articles:
Additional Resources¶