Group setup

Group setup

Introduction

This document gives supplementary instructions specific to CivicPlus on how to set up groups.

If you use a CivicPlus-operated CMS (website builder), the following methods provide instructions for how to create domain groups in Web Governance.

Note

Only users with Admin permissions can create and administer groups.

Method 1: Use web page metadata

This method is currently only applicable to WebCentral users.

Websites built with some CMS systems, for example, automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

As a website owner, you may want to create domain groups that contain pages that belong to a certain section of a breadcrumb.

Example

Based on the breadcrumb structure in the screenshot above, you want to create a domain group in that contains all pages in the section titled "Pay".

Introduction

This document gives supplementary instructions specific to CivicPlus on how to set up groups.

If you use a CivicPlus-operated CMS (website builder), the following methods provide instructions for how to create domain groups in Web Governance.

Method 1: Use web page metadata

This method is currently only applicable to WebCentral users.

Websites built with some CMS systems, for example, automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

As a website owner, you may want to create domain groups that contain pages that belong to a certain section of a breadcrumb.

Example

Based on the breadcrumb structure in the screenshot above, you want to create a domain group in Web Governance that contains all pages in the section titled "Pay".

The CMS automatically populates the name of each breadcrumb section in the website source code. The following example uses "Pay" for the domain group setup.

1. Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate to the section titled Pay. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2. Right-click anywhere on the web page and click Inspect. The system opens the DevTools window and you can see the web page source code.
3. Search in the source code for the word "Pay" and locate an element with the following format:
   ​<meta name="categoryX" content="Xyz">
   In this example, it would look like this: <meta name="category2" content="Pay">
4. Log in to your Web Governance account and create a domain group.
   For more information, visit Create and Configure Groups.

5. Create a rule that targets metadata with the following configuration:

   
6. Save your domain settings and either update groups or re-scan your domain.

Method 2: Use web page content data

Websites that are built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

As a website owner, you may want to create domain groups containing pages that belong to a certain section of a breadcrumb.

Example

Based on the breadcrumb structure shown above, create a domain group in Web Governance that contains all pages in the section titled "Pay".

1. Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate the section titled Pay. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2. Right-click on the Pay link in the breadcrumb and then select Inspect. The system opens the DevTools window and you can see the web page source code.

3. An <a> element is highlighted in the code. Right-click on it and then select Copy > Copy element.

   

4. In Web Governance, create a domain group with Content as the rule type. Paste in the code from your clipboard.

   
5. Save your domain settings and either update groups or re-scan your domain.

Additional resources

For instructions on how to create, administrate, and configure groups, visit Create and Configure Groups.

The CMS automatically populates the name of each breadcrumb section in the website source code. The following example uses "Pay" for the domain group setup.

1. Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate to the section titled Pay. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2. Right-click anywhere on the web page and click Inspect. The system opens the DevTools window and you can see the web page source code.
3. Search in the source code for the word "Pay" and locate an element with the following format:
   ​<meta name="categoryX" content="Xyz">
   In this example, it would look like this: <meta name="category2" content="Pay">
4. Log in to your Web Governance account and create a domain group.
   For more information, visit Create and Configure Groups.

5. Create a rule that targets metadata with the following configuration:

   
6. Save your domain settings and either update groups or re-scan your domain.

Method 2: Use web page content data

Websites that are built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub-page of the website. Here is a screenshot of a breadcrumb:

As a website owner, you may want to create domain groups containing pages that belong to a certain section of a breadcrumb.

Example

Based on the breadcrumb structure shown above, create a domain group in Web Governance that contains all pages in the section titled "Pay".

1. Navigate to any page on your website that contains a breadcrumb with the name of the section that you wish to base the domain group on, in our case, locate the section titled Pay. Make sure that you access the actual published web page. Do not navigate to it through your CMS.
2. Right-click on the Pay link in the breadcrumb and then select Inspect. The system opens the DevTools window and you can see the web page source code.

3. An <a> element is highlighted in the code. Right-click on it and then select Copy > Copy element.

   

4. In Web Governance, create a domain group with Content as the rule type. Paste in the code from your clipboard.

   
5. Save your domain settings and either update groups or re-scan your domain.

Additional resources

For instructions on how to create, administrate, and configure groups, visit Create and Configure Groups.