The PolicyConnect Settings page provides you with access to functionalities that are only available to administrators. This guide will take you through each of the functionalities available in the settings menu.
In this guide you will learn about the:
Group Publish Page (Only applicable to Group Customers)
The Context Library
The context library provides you with a list of all the context keys and where they are located in the content.
In the context library administrators can:
- Copy a context key
- Edit a context key
- See what pages a context key is used in
Please see the short video demonstration of the context library functionalities:
For further information about what you can do from within the context library please visit the below guides:
Editing Context Keys Via the Context Library
How to Add a Context Key in User Generated Content (UGC)
The Group Publish Screen
The group publish page is only visible to parent sites. In the group publish section of PolicyConnect administrators can:
- Select which modules they want to group publish
- Choose to publish and accept changes for their parent site only (the child site administrators will then need to accept these changes)
- Choose to publish and accept changes for their parent site and their child sites
For further information about what you can do from the Group Publish section as a Group Administrator please visit the below guide:
The Content Admin Screen
The content admin page contains five sections within it, these sections are:
1. The Manage My Content Section where you can:
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- Rename your own modules
- Delete UGC modules
- Rename CompliSpace Modules
See the short demonstration video below:
2. The Reorder My Content Section where you can:
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- Reposition the placement of your UGC modules
- Reposition the placement of your UGC pages
- Reposition the placement of CompliSpace modules
See the short demonstration video below:
3. The My Content Status Section where you can:
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- See the number of pending updates
- Export the number of pending updates
- Action any pending updates
- View updates that you have accepted in the past
4. The Export My Content Section where you can:
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- Export policy pages with or without context keys included
- Export the table of contents for each of the modules
See the short demonstration video below:
5. The My Archived Pages Section where you can:
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- Restore archived pages
- Permanently delete archived pages
See the short demonstration video below:
For further information about what you can do from within the content admin page please visit the below guides:
How to Reorder Your Own Policy Pages
Content Admin - My Content Status
How to Create an Index List of all Policies in PolicyConnect
Export multiple pages with or without context keys highlighted from 'Content Admin'
Editing the Title of a Custom Module
The Audit Log
The audit log shows a history of changes that have been made to modules.
See the short demonstration video below:
For further information about what you can do from within the audit log page please visit the below guides:
Group Publish Activities in Audit Log
The Report Dashboard
The reports dashboard page allows PolicyConnect Group Administrators to view, filter and export user usage information across all sites within a group structure.
For further information about what you can do from within the audit log page please visit the below guides:
Report Dashboard (Group Administrator)
The Content Register
The content register provides administrators with one location where they can easily access information about all of their content. The following details for each page are included in the content register:
- Page name
- Site Location
- Link to the page
- Content Type (CompliSpace or User Generated)
- Public Link (on/off)
- Visibility (on/off)
- Date the content was last updated
For further information about what you can do from within the content register page please visit the below guide:
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