Section Topics
Introduction
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.
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 Action on the same row as the domain, in the Actions column of the chart.
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.
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”.
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 Metadata 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.
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.
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.
Admin: This user can add, edit, and delete group settings.
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.
For information on how to set up users, see the Monsido Starter guide:
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.
Click Action on the same row as the domain, in the Actions column of the chart.
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. The menu expands.
Select Edit in the expanded Action menu.
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.
Click Action on the same row as the domain, in the Actions column of the chart.
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.
Click Action on the same row as the domain, in the Actions column of the chart.
The Action menu expands.
Click to select Edit Domain.
The Edit Domain page opens.
Click Action in the Domain Groups section, on the same row as the group to delete.
Select Remove Group.
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.
CivicPlus CMS users: Tips for creating domain groups
If you are using a CivicPlus-operated CMS (website builder), here are some methods for creating domain groups in Monsido.
Method 1: Using web page metadata
This method is currently only applicable for WebCentral users.
Websites built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub page of the website. Here is a screenshot of what a breadcrumb looks like:
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 in the screenshot above, we want to create a domain group in Monsido that contains all pages in the section titled "Pay".
The CMS automatically populates the name of each breadcrumb section in the website source code. In this example we will use this name when setting up the domain group.
Go 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 we're looking for the section titled "Pay". Make sure that you access the actual published web page - not through your CMS.
Right click anywhere on the web page and click "Inspect". The DevTools window opens and you can see the web page source code.
Search in the source code for the word "Pay" and locate an element with the following format:
<meta name="categoryX" content="Xyz">
In our example it would look like this:<meta name="category2" content="Pay">
Log into your Monsido account and create a domain group.
Create a rule that targets metadata with the following configuration:
Save your domain settings and either update groups or re-scan your domain.
Method 2: Using web page content data
Websites built with a CivicPlus-operated CMS automatically add a breadcrumb structure on every sub page of the website. Here is a screenshot of what a breadcrumb looks like:
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 showing in the screenshot above, we want to create a domain group in Monsido that contains all pages in the section titled "Pay".
Go 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 we're looking for the section titled "Pay". Make sure that you access the actual published web page - not through your CMS.
Right-click on the "Pay" link in the breadcrumb and then select "Inspect". The DevTools window opens and you can see the web page source code.
An <a> element is highlighted in the code. Right-click on it and then select "Copy" > "Copy element".
In Monsido, create a domain group using content as the rule type. Paste in the code from your clipboard.
Save your domain settings and either update groups or re-scan your domain.