Section Topics
Introduction
The Admin Settings feature is only available to the assigned user admins for the page. This setting allows site admins to add and maintain users, add labels, and administrate the tool.
Add New Domain
The actions in this section can only be performed by admin users.
Open Monsido to the main dashboard.
Click Admin Settings (gear icon) on the top right corner of the page. This button is only available for assigned admins to click.
The Domain Settings page opens.
Click Add New Domain, the button below the toolbar on the upper right side of the page.
The New Domain pane opens.
Fill in the information in the Domain Details section:
Title (required field): Click in the field and type in a title for the domain.
URL (required field): Click in the field and enter the website URL.
Remember: Website addresses that end in .com and .eu, for example, are two different domains. Each domain has a unique script and needs to be entered as a separate domain in the list.
CMS: Click to expand the list and select the CMS. If it is not shown, contact Monsido support to see if it can be added.
Language: Click to expand the list and select the main language for the site. This will determine which dictionary is used to detect spelling and other errors.
Complete the information in the Scan section:
Complete the fields to set up how and when the scan should run.
Crawl Automatically: Click to turn the scan OFF or ON (default).
Scan Frequency: Monsido Starter scan is every 8 weeks.
Day: Select the day of the week to run the scan.
Time: Select the time of day to run the scan.
Connections per minute: Click the drop-down arrow and select Connections per minute. The choices are:
Slow: 15 connections per minute.
Normal (recommended): 60 connections per minute.
Faster: 90 connections per minute.
Very fast (be cautious): 120 connections per minute.
Superfast (advanced users only) 180 connections per minute.
Note: The server answer time may be adversely affected if the connections per minute setting is Faster or higher. At these settings, the speed of the scan may not change if the server is slow to respond.
Max Scanned Pages: Enter the maximum number of pages to include in the scan.
Complete the information in the Crawl Options section.
Scan subdomains: Turn the switch ON to scan subdomains.
Spelling ignore capitalized words: Turn the switch ON to ignore words that are capitalized.
Case sensitive URLs: Turn the switch ON to include case-sensitive URLs.
Note: This is by default set to the optimal position.
Example OFF: http://monsido.com/Foo/Bar is seen as the same link as http://monsido.com/foo/bar.
Example ON: The same links above will register as two different links.
Important! In the OFF position, the Monsido scan sees all URLs as lowercase - no matter how they are actually written in the target website. Turn OFF only in rare cases where the target website does not recognize caps and reads all links in lowercase, which results in duplicates in the flagged scan issues. This is an advanced configuration that should normally be left to the default setting.
Render pages and execute JS while crawling: Turn the switch ON to instruct the scan to render pages and execute JavaScript while the scan is in progress.
This allows Monsido to take into account any changes caused by Javascript during a website scan.
Note: If the Accessibility feature is enabled, changes caused by JavaScript are automatically accounted for by default.
Mark 403 as broken link: Turn the switch ON to mark links on pages that return error 403 (forbidden errors) as broken.
Ignore canonical URLs: Turn the switch ON to instruct the scan to ignore canonical URLs.
A canonical URL is the URL of the page that Google determines is most representative, taken from a set of duplicate pages on your website.
Use language attribute: Turn the switch ON to instruct the scan to do the spell check only for the language specified in the lang attribute. If this is set to OFF, the language is automatically detected by the scan.
The Use Lang Attribute feature allows the scanner to use the correct spell check of HTML pages that have multiple languages.
Note: The primary language of the HTML page must be correctly defined as a lang attribute on the
<html>tag. Additionally, each subsection of the page that is in any other language must be wrapped in a tag with a proper lang attribute value.
See below for an example:<html lang=en">
<head>
<title>Hello World in other languages</title>
</head>
<body>
<h1>Hello World in other languages</h1>
<p>
Spanish: <span lang="es">Hola Mundo</span><br>
Danish: <span lang="da">Hej verden</span><br>
French: <span lang="fr">Bonjour le monde</span>
</p>
</body>
</html>Remember: When enabled, the scan does not auto-detect the page language. For example, spell checks are always for the language specified in the lang attribute.
Advanced Domain Options
Complete the information in the Advanced Domain Options section.
Path Constraints
Provide the following information:
Search: Enter a search parameter for matching strings within the Constraint Patterns list.
Constraint pattern: Enter a constraint pattern.
+ Add: Click + to add a new Constraint pattern. An empty row is added to the list.
Delete: Click the trashcan icon to delete an item from the list.
Link Excludes
Provide the following information:
Search: Enter a search parameter for matching strings within the Link excludes list.
Exclude pattern: Enter a pattern to exclude from the scan.
+ Add: Click + to add a new Exclude pattern. An empty row appears in the list.
Delete: Click the trashcan icon to delete an item from the list.
Internal URLs
Provide the following information:
Operator: Click the drop-down arrow to select Contains, Starts with, or Regex.
URL: Type a URL in the field.
Delete: Click the trashcan icon to delete the row.
+ Add: Click to add a new Input Selector. An empty row appears in the list.
Select Login Type
Provide the following information:
This section gives instructions on how to set up the scan for protected login pages. Click to expand the list of options.
None: Select this option if there are no special login requirements that Monsido needs in order to access and do a scan on the website.
Form: Select this option if a form approval is needed by Monsido in order to do the scan.
The Form settings open.
The expanded input fields specify the CSS selectors that identify the various form fields and buttons. The following input fields open:
Input selector: (Required field) Enter the CSS ID or class selector to search for.
Default Value: Click to hide or show the input text. Click in the dialog box to set a default value for the selector.
Delete: Click the trashcan icon to delete the row.
+ Add: Click to add a new Form. An empty row appears in the list.
Submit selector: (Required field) Click in the dialog box and type in a string (without spaces) to identify the submit button for the form.
Verify URL: (Required field) Click in the dialog box and type in a URL address that the user will redirect to if the form is valid.
Office 365 (Beta): Select this option if Office 365 approval is needed by Monsido in order to do the scan.
The Office 365 (Beta) settings open.
Provide the following information:
Email: Click in the dialog box and type in a valid Office 365 email address.
Password: Click in the dialog box and type in the Office 35 password for the email account.
Remember me: Turn the switch ON to remember user credentials.
Basic Auth: Select this option if Basic Authentication is needed by Monsido in order to do the scan.
The Basic Auth settings open.
Provide the following information:
Username: Click in the input field and type in a username field identifier.
Password: Click in the input field and type in a password field identifier.
Host: Click in the input field and type in the URL to the host website.
Custom Multistep: Select this option if Custom Multistep approval is needed by Monsido in order to do the scan. This option covers login flows that require special integration.
The Custom Multistep settings open.
Provide the following information:
Verify URL: Click in the dialog box and type in a URL address for the user to redirect to if the login is valid.
Username: Click in the input field and type in a username field identifier.
Password: Click in the input field and type in a password field identifier.
JS: This is a field to enter JavaScript strings for the crawl to identify.
Delete: Click the trash can icon to delete the row.
+ Add: Click to add a new Custom Multistep. An empty row appears in the list.
Actions Button
Click Action on the same row as the domain, in the Actions column of the chart.
The list expands with the following options:
Go to Dashboard: Redirects to the main Monsido Starter Dashboard.
Edit Domain: Click the link to skip to the instructions section of this document.
Start on-demand scan: This option is not included in the Monsido Starter package.
Clone: Click the link to skip to the instructions section of this document.
Remove Domain: Click the link to skip to the instructions section of this document.
Edit Domain
Select Edit Domain in the Actions drop-down menu, on the same row as a domain. The Edit Domain pane opens.
In the Domain Details section:
Title (required field): Click in the field and type in a title for the domain.
URL (required field): Click in the field and enter the website URL.
Remember: Website addresses that end in .com and .eu, for example, are two different domains. Each domain has a unique script and needs to be entered as a separate domain in the list.
CMS: Click to expand the list and select the CMS. If it is not shown, contact Monsido support to see if it can be added.
Language: Click to expand the list and select the main language for the site. This will determine which dictionary is used to detect spelling and other errors.
In the Scan section:
Fill in the fields to set up how and when the scan should run.
Crawl Automatically: Click to turn the scan OFF or ON (default).
Scan Frequency: This cannot be changed in Monsido Starter. The default Monsido Starter scan is every 8 weeks.
Day: Select the day of the week to run the scan.
Time: Select the time of day to run the scan.
Connections per minute: Click the drop-down arrow and select Connections per minute. The choices are:
Slow: 15 connections per minute.
Normal (recommended): 60 connections per minute.
Faster: 90 connections per minute.
Very fast (be cautious): 120 connections per minute.
Superfast (advanced users only) 180 connections per minute.
Note: The server answer time may be adversely affected if the connections per minute setting is Faster or higher. At these settings, the speed of the scan may not change if the server is slow to respond.
Max Scanned Pages: Leave this field blank for the scan to determine the number of pages.
In the Features section:
Accessibility: Click to change the level of the accessibility check.
Important! If/when you change the accessibility level, the existing Accessibility Score scan information is erased and the new standard starts over from the beginning with the next scan. All of the history is lost. It is advised to activate a new level only when you are ready to make the updates needed, or if it becomes a legal requirement for your location/organization.
Note: Level AA of WCAG 2.1 is the legal requirement to be considered accessible. WCAG 2.2 is newly released and will soon be the standard, taking over from WCAG 2.1.
Source Code Excludes: Click the drop-down arrow and select domains to exclude from the scan.
Scan documents: Toggle OFF or ON to include documents in the scan.
The Monsido scan is a powerful tool that scans all pages of a website. With Scan documents selected, Monsido also scans documents on the website. The document scan identifies all of the same types of issues as a domain scan.
In the Domain Groups section: Groups allow website owners to assign specific users to a subset of pages that have been scanned on one or more domains. Created groups appear under the domain name.
See the Monsido Starter guide for instructions on how to create and administer groups.
Clone
Select this option in the Actions drop-down menu, on the same row as a domain.
The Create New Domain page opens. The fields are pre-filled with the information from the current open domain. See Add New Domain for information on how to fill in the fields.
Edit as needed and then save to create a new domain from the original settings.
Remove Domain
Select this option in the Actions drop-down menu, on the same row as a domain.
A prompt instructs you to enter the word Delete in a text box to confirm domain delete.
Important: This cannot be undone. The domain is deleted entirely.
Left Menu Bar
This section gives instructions on how to perform the actions from the left menu bar of the Admin Settings page. The options are below, click navigate to the section instructions:
Domains
Click this option from the menu bar on the left side of the Admin Settings page to navigate to the main landing page for admin settings.
Users
This section gives information on how to add and administrate user accounts.
Create Users
Click Users from the menu on the left, or Users (people icon) at the top of the page. The User List page opens.
Click +Add new user.
The Create User page opens. Provide the following information about the new user:
User Information: Provide user contact and identification details.
First Name (required): Type the first (given) name of the user.
Last name: Type the last name (surname) of the user.
Email (required): Type the email address for the user.
User is account administrator: Toggle the switch ON to assign administrator status to the user, or OFF to block the user from admin functions.
Notes:
Administrators can add, edit, and delete any information within the Monsido interface.
Administrators have access to all API tokens (CMS, Customer, and Admin) and are responsible for sending out tokens to authorized CMS or Customer users.
Language: Click the drop-down arrow and select the language for the user's location.
Enable Export Email Notification: Turn the switch ON to enable email notifications whenever an export is done.
Send welcome mail on creation: Turn the switch ON to send a welcome email to the user with startup instructions.
Visible Modules: This section gives information on how to assign modules for individual users to access.
All modules: Turn the switch ON to make all modules visible to the user.
Policies: Turn the switch ON to make this module visible to the user.
Quality Assurance: Turn the switch ON to make this module visible to the user.
Accessibility: Turn the switch ON to make this module visible to the user.
SEO (Search Engine Optimization): Turn the switch ON to make this module visible to the user.
PageCorrect: Turn the switch ON to make this module visible to the user.
HeartBeat: Turn the switch ON to make this module visible to the user.
Inventory: Turn the switch ON to make this module visible to the user.
Statistics: Toggle the switch ON to make this module visible to the user.
Prioritized Content: Turn the switch ON to make this module visible to the user.
Performance: Turn the switch ON to make this module visible to the user.
Data Privacy: Turn the switch ON to make this module visible to the user.
Domains: This section gives information on how to assign specific domains to a user.
Visible: Tick the box on the same row as the domain to make it visible to the user.
Send report: Tick the box on the same row as the domain to allow the user to receive reports for this domain.
For more information, see the Monsido Starter User Guide chapter:
Click Save to save the user. The page closes and the new user is now on the User List.
Edit Users
This section gives instructions on how to edit a user account.
Click Users from the menu on the left, or Users (people icon) at the top of the page. The User List page opens.
On the same row as a user, click Actions. Select Edit User. The Edit User details page opens.
Edit the user details as needed.
Click Save to save the changes and close the Edit User details pane.
Delete Users
This section gives information on how to delete a user.
Click Users from the menu on the left, or Users (people icon) at the top of the page. The User List page opens.
On the same row as a user, click Actions.
Select Delete User. A dialog box opens with the text, “You are about to delete (username) please type Delete to confirm this action”.
Click in the text box. Type “Delete” and then click OK to save. The dialog box closes and the user is gone from the list. Press Cancel to cancel the action.
Labels
A label is a tag that an Admin user can add to any page or issue in Monsido. Labels can be fully customized, and users can input any text. Additionally, labels can be used to tag people on issues, tag pages that have certain characteristics, tag issues with a ticket number in Jira, and so on. It’s also possible to filter pages/issues based on labels.
Labels allow users with administrator access the ability to create custom tags and apply them to your pages. This is a great way to track pages with a specific topic, support ticket number, or maybe even tag the name of an admin to review a page.
Note: Only users with Admin permissions can create, add, and delete labels.
Create Labels
This section gives instructions on how to create a custom label.
Note: Only users with Admin permissions can create new labels.
Click Labels from the menu on the left.
The list expands to show existing labels. A check-mark identifies labels that are present on the selected page.
Tick to select existing labels to apply to the page.
+Add new Label: Click to create a new label. The Create label dialog opens.
Label Name: Enter a name for the label.
Color Picker: Choose a color or enter the RGB code.
Save: Click Save to save the label.
Remove Labels
This section gives instructions on how to remove all or some labels from a selected row.
Note: Only users with Admin permissions can remove or delete labels.
Hover on a row and click the label icon that appears to the right of the link, from any page in Monsido Starter where there is a list of domains or pages.
Click Clear All Labels to remove all labels from the list item selected, or untick to remove them.
The label is removed from the list item.
Audit Log
This section gives instructions on how to access and administer the audit log functions. Only Admin users can view and edit or delete reviewed issues from the audit log.
Click Audit Log, on the menu on the left.
The Audit Log page opens.
Filter to locate a specific reviewed issue.
Domain: Select a domain from the drop-down list
User: Select a user from the drop-down list
Module: Select a module from the drop-down list.
Show Details
This section gives more information about the changes made.
Click Show Details on the same row as an issue, or via the Action button. This view shows:
Information Column Content Column
Action The action that is done
Page The URL
Source Code Source Code of the changed snippet.
See Changes
This section gives more information about the changes made.
Click See Changes on the same row as an issue. This view shows:
The URL that the change is made on (shown at the top of the page)
The Attribute that the change was made on
The value Before the change
The value After the change.
Undo a Check Review
This section gives instructions on how to remove a reviewed issue. This procedure is for issues marked as Reviewed in the Accessibility FastTrack module or via the Page Details view. The Undo a Check Review option returns the issue to the errors view on the page and module where it occurs.
Click Action on the same row as a reviewed issue.
The Action menu expands.
Select Undo Check Review.
The issue is gone from the audit log and the browser returns to the errors view on the page and module where it occurs.
The list expands to show existing labels.
Clear all Labels: Select Clear All Labels to remove all applied labels from the selected row.
Labels on the link are indicated with a checkmark.
Clear an individual Label: Click in the box to remove the checkmark and deselect the label.
Source Code Excludes
This chapter gives instructions for advanced users on how to configure a source code exclusion for a website scan.
The Source Code Exclude feature allows users to configure custom exclusions to website scans. The exclusions target particular elements and stop the contents from being flagged as issues.
With Monsido Starter, you can add exclusions to the accessibility module on a customer level and then apply them to specific domains.
Add a Source Code Exclusion to the Accessibility Module
This section gives instructions on how to add a source code exclusion to the module on a customer level and then apply it to a domain.
From the Monsido Domain Overview (globe icon), click Settings (gear icon) at the top of the page. The Admin Settings page opens.
Note: The Settings button is only available to site admins.
Select Source Code Excludes from the menu on the left-hand side of the page.
The Source Code Excludes page opens.
Click Add Source Code Exclude.
The Source Code Exclude selection page opens.
Click to select Accessibility.
The Accessibility Source Code Exclude page opens.
Fill in the following:
Short Description (required): Click in the text field and type in a short description for this excluded snippet.
Default for CMS: Click in the field and identify the CMS from the drop-down menu, if applicable.
Note: If a CMS is selected here and a domain with the same selected CMS exists on the account, the domain will automatically have the source code exclude applied to it.
Type (required): Click in the field and select the exclusion type from the drop-down menu.
Exact: Identifies and filters out all instances where the complete and exact HTML snippet appears. For example, the snippet https://www.example.com/ is an exact match for:
While these HTML snippets are NOT a match:
Regex: Identifies and filters out specific patterns of HTML through the use of regular expressions.
Contains: Identifies and filters out all snippets that contain the HTML values entered. For example, the snippet example.com is a match for these HTML values:
Value (required): Click in the text input field and type or paste in the HTML snippet to be excluded.
Identify specific HTML snippets for the filter and enter them into the value field.
Checks: use the drop-down to select the check.
The Source Code Exclusion is now stored on an account level but not applied to any domains.
See the steps in the next section for instructions on how to apply the Source Code Exclusion to a domain.
Apply the Source Code Exclusion to a Domain
This section gives instructions on how to apply a source code exclusion to a domain.
From the Monsido Domain Overview (globe icon), click Settings (gear icon) at the top of the page. The Admin Settings page opens.
Note: The Settings button is only available to site admins.
On the same row as the domain to scan, click Action.
In the drop-down list, select Edit Domain.
The Edit Domain page opens.
Locate the Features section.
Source Code Excludes: Click the drop-down arrow and select the domain that contains the source code.
Company Info
Select Company Info from the menu on the left.
View the current company information about the active profile selected.
Click Edit Company Settings on the top right side of the window to edit the information.
Edit the fields as needed and then click Save.
