Table of Contents:
Introduction
This document gives instructions on how to create groups and assign specific users to a subset of pages on one or more domains. Groups allow website owners to assign specific users to a subset of pages that have been scanned on one or more domains.
A domain group is a subset of pages on a domain that can be defined by the user. Groups can be defined based on different rules, for example page title, URL, and metadata. Users on the customer’s account can then be granted different permissions to each domain group.
Find the group in the Domains list below the domain name on the Domains (globe icon) page and on the Domain Admin (gear icon) page.
Note: Only users with Admin permissions can create and administer groups.
Create a group
This section gives instructions for site admins on how to create a domain group.
Note: Only users with Admin permissions can create a group.
From the Monsido Domain Overview (globe icon), click Admin Settings (gear icon) at the top of the page.
The Domain Settings page opens.
On the same row as a domain, click Action.
The Action menu expands.
Select Edit Domain. The Edit Domain page opens.
In the Domain Groups section, click Create new group. The Create New Domain Group page opens.
In the Detail section:
click in the Name field and enter a name for the domain group (mandatory field). 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”.
In the Rules section:
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”.
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 for the pages is http://www.monsido.com/features/web-accessibility, the URL matcher will match on /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:
<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, see the User Guide chapters:
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 a URL like this: 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 an 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 in 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.
In the Users section:
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, see the User Guide chapter:
Admin: This user can add, edit, and delete group settings.
For more information, see the User Guide chapters:
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.
Edit a Group
This section gives instructions on how to edit a group.
Note: Only users with Admin permissions can administer groups.
To update via the Groups settings:
From the Monsido Domain Overview (globe icon), click Admin Settings (gear icon) at the top of the page.
The Domain Settings page opens.
On the same row as a domain, click Action.
The Action menu expands.
In the drop-down list, select Edit Domain.
The Edit Domain page opens.
Click Groups or scroll down to the Domain Groups section. On the same row as a group, click Action and select Edit Group.
Edit as needed.
Save the changes.
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.
Note: Changes made to groups are automatically applied after the next completed scan, whether scheduled or on-demand. To update groups without scanning, see the next section, Update Groups.
Update Groups
This section gives instructions on how to update group changes without performing a complete URL scan.
Note: Only users with Admin permissions can administer groups.
From the Monsido Domain Overview (globe icon), click Admin Settings (gear icon) at the top of the page.
The Domain Settings page opens.
On the same row as a domain, click Action.
The Action menu expands.
Click to select Edit Domain.
The Edit Domain page opens.
Click Groups or scroll down to the Domain Groups section.
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.”
In the dialog box, click Cancel to cancel the update, or OK to continue. Monsido pulls the appropriate pages from the current inventory of pages, as identified from the most recent scan.
Delete a Group
This section describes how to delete a group.
Note: Only users with Admin permissions can delete a group.
From the Monsido Domain Overview (globe icon), click Admin Settings (gear icon) at the top of the page.
The Domain Settings page opens.
On the same row as a domain, click Action.
The Action menu expands.
Click to select Edit Domain.
The Edit Domain page opens.
In the Domain Groups section, on the same row as the group to delete, click Action and select Remove Group.
A dialog box appears, asking, “Are you sure you want to remove this group?” Click OK to approve. The group isgone from the list after the next scan.
Additional information
For more information, see the User Guide chapters:
For further assistance, contact the Monsido support team at support@monsido.com or via the Monsido chat and help features inside the application.
Contact us
Monsido, an Optimere brand:
San Diego, CA, USA
5880 Oberlin Dr,
San Diego, CA 92121, USA
Australia & New Zealand
Suite 2.04
80 Cooper St
Surry Hills, NSW 2010
Copenhagen, Denmark
Borupvang 3
2750 Ballerup, Denmark
London, UK
14 New Street
London, EC2M 4HE