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Create and Configure Groups
Create and Configure Groups

How to create, edit, and delete a group

Updated over a week ago

This document gives instructions on how to create groups and assign specific users to a subset of pages on one or more domains.

Note: Only users with Admin permissions can create and administer groups.

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Introduction

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 the Domain Admin (gear icon) page.

Create a group

A domain group is a subset of the main domain scan. Monsido does not do a new scan for the domain group. Monsido checks all of the pages and links from the main domain scan for any matches to the rules within a domain group. Monsido then assigns them 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 page child elements if they match the domain group rules.
This section gives instructions for site admins on how to create a domain group.

Note: Only users with Admin permissions can create a group.

  1. Click Admin Settings (gear icon) on the top menu bar of any page in Monsido. The Domain Settings page opens.

    Note: The Admin Settings button is only available to site admins.

    The location of the Admin Settings button on the top menu bar, in line with the Monsido Home button.

    The Domain Settings page opens.

    Image showing the Domain Settings page.

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

    The location of the Action button, on the same row as a domain, in the Actions column.

  3. Select Edit Domain from the drop-down list.

    The location of the Edit Domain selection in the Action drop-down list, it is the third item in the list.

    The Edit Domain page opens.

    The Edit Domain pane, descriptions of all of the fields and options are in the written instructions below this image.

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

    The location of the navigation tabs, at the top of the Edit Domain pane.

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

    The location of the Create New Group button, in the Domain Groups section of the Edit Domain pane.

    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.

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The Details section

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

The Name field in the Details section of the Create New Domain Group setup page.

  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”.

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The Rules section

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

Notes:

  • Domain group matching does NOT apply for children elements of a page. So for example, a page A contains pages B, C and D. But if the domains group rule only matches A, then the pages B, C and D will not show up on the
    ​Inventory > Content > HTML pages/Documents/Images/Inline Images.
    For B, C or D to appear on the inventory, they also need to match any of the domain group rules.

  • When a page is assigned to a domain group, the relation/information of this specific page (let’s call it A) is also carried over.
    For example: The incoming and outgoing links of page A are carried over, and are visible on the Page details list or under Inventory > Content > Links. But the images/documents/HTML pages which are found on page A are not necessarily carried over with them. The "children" will only be visible on:
    ​Inventory > Content > HTML pages/Documents/Images/Inline Images
    if they also match the rules of the domain group.

  • PDFs that are not configured properly in the Rules section during domain group setup are still visible on Monsido in these places:

    • Page details

    • Inventory > Content > Links

    But they won’t appear on
    ​Inventory > Content > Documents
    because their own URL does not match the rules of the domain group.

The Rules section on the Create New Domain Group pane.

  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 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:

  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 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 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.

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The Users section

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

The Users section of the Create New Domain Group pane.

  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, see the User Guide chapter:

    • 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.

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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:

  1. Click Admin Settings (gear icon) at the top of the Monsido Domain Overview page.

    Note: The Admin Settings button is only available to site admins.

    The location of the Settings button, on the top menu bar.

    The Domain Settings page opens.

    Image showing the Domain Settings page.

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

    The location of the Actions button, on the same row as a domain.

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

    The location of the Edit Domain option, in the Action menu on the same row as a domain.

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

  5. On the same row as a group, click Action and select Edit.

    The location of the Edit option, in the Action drop-down menu 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.

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.
​

For more information, see the User Guide chapter:

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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.

  1. Click Admin Settings (gear icon) at the top of the Monsido Domain Overview page.

    Note: The Admin Settings button is only available to site admins.

    Image that shows the location of the Settings button, on the top menu bar.

    The Domain Settings page opens.

    Image showing the Domain Settings page.

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

    Image showing the location of the Action button.

    The Action menu expands.

    Image showing the expanded Action menu.

  3. Click to select Edit Domain.

  4. The Edit Domain page opens.

    Image showing the Edit Domain Features section.

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

  6. 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.”

  7. 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.

For more information, see the User Guide chapter:

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Delete a Group

This section describes how to delete a group.

Note: Only users with Admin permissions can delete a group.

  1. Click Admin Settings (gear icon) at the top of the Monsido Domain Overview page.

    Note: The Admin Settings button is only available to site admins.

    Image that shows the location of the Settings button, on the top menu bar.

    The Domain Settings page opens.

    Image showing the Domain Settings page.

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

    Image showing the location of the Action button.

    The Action menu expands.

    Image showing the expanded Action menu.

  3. Click to select Edit Domain.

  4. The Edit Domain page opens.

    Image showing the Edit Domain Features section.

  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.

    The location of the Remove Group option, on the Action menu of the Domain Group section in the Edit Domain pane.

  8. A dialog box appears, asking, “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, see the User Guide chapter:

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Update Domain Groups

This section gives instructions on how to update group changes without entering the setup pages. This option updates domain groups without performing a new scan. Any changes made will show up on the next scheduled or on-demand scan.

Note: Only users with Admin permissions can administer groups.

  1. Click Admin Settings (gear icon) at the top of the Monsido Domain Overview page.

    Note: The Admin Settings button is only available to site admins.

    Image that shows the location of the Settings button, on the top menu bar.

    The Domain Settings page opens.

    Image showing the Domain Settings page.

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

    Image showing the location of the Action button.

    The Action menu expands.

    Image showing the expanded Action menu.

  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. Monsido pulls the appropriate pages from the current inventory of pages, as identified from the most recent scan.

Additional Resources

For more information, see the User Guide chapters:

For definitions and explanations of acronyms and abbreviations used in the Monsido User Guide, see:

Glossary.

For further assistance, contact the Monsido support team at support@monsido.com or use the Monsido chat and help features inside the application.

Image of the toolbar with the Help Center buttons highlighted.

Monsido Contact Information

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